Tax Planning Strategist
2 weeks ago
We are seeking a highly skilled Tax Planning Strategist to join our team at Metcalf Management Company PC. As a key member of our tax advisory team, you will be responsible for maximizing tax planning strategies for our clients, including entity and compensation optimization, real estate industry strategies, and retirement optimization.
Key Responsibilities:
- Develop and implement tax planning strategies to minimize clients' tax liabilities
- Collaborate with clients to understand their business needs and goals
- Provide expert advice on tax laws and regulations
- Train internal staff on tax advisory services
Requirements:
- 5+ years of experience in public accounting with a focus on tax planning
- 1+ years of experience managing a team of 3 people or less
- CPA license, enrolled agent, or LLM/JD in tax
- Strong analytical and problem-solving skills
About Us:
Metcalf Management Company PC is a leading provider of tax advisory services to small business owners and high net worth individuals. We are committed to delivering exceptional results and building long-term relationships with our clients.
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