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Tax Planning Manager

2 months ago

Coppell, United States Tax Leverage LLC Full time $70,000 - $170,000
Job DescriptionJob Description

Tax Leverage is seeking a full-time Tax Planning Manager with 3-5 years of experience. The ideal candidate will be a CPA or Enrolled Agent who thrives in a fast-paced environment and is passionate about learning and client engagement. This role will involve close collaboration with the founder, Tax Attorney, CPA, and EA, making it a pivotal position within our organization.

Key Responsibilities:

  • Tax Planning & Strategy: Develop and implement effective tax planning strategies to optimize tax position and ensure compliance with applicable regulations.
  • Client Interaction: Work directly with clients to understand their business needs, provide tax advice, and build strong, lasting relationships.
  • Collaborative Work: Collaborate closely with the founder, Tax Attorney, CPA, and EA to align tax strategies with overall goals and legal requirements.
  • Compliance & Reporting: Oversee and manage the preparation of tax returns, ensuring accuracy and timeliness while adhering to regulatory requirements.
  • Research & Analysis: Stay current with tax law changes and industry trends to provide informed recommendations and keep the company ahead of regulatory changes.
  • Problem Solving: Address complex tax issues and provide solutions to minimize tax liabilities and enhance financial outcomes.
  • Documentation & Record Keeping: Maintain organized and accurate records of tax planning activities and client communications.

 

Compensation:

Compensation for this role is competitive, ranging from $70,000 to $170,000, and will be determined based on your skillset and experience.

Company DescriptionFounded by Jasmine Dilucci, Tax Leverage is a dynamic and rapidly expanding firm specializing in tax planning, accounting, and tax resolution services. Our mission is to empower individuals and business owners alike through expert financial guidance and strategic support.Company DescriptionFounded by Jasmine Dilucci, Tax Leverage is a dynamic and rapidly expanding firm specializing in tax planning, accounting, and tax resolution services. Our mission is to empower individuals and business owners alike through expert financial guidance and strategic support.