Tax Consultant Specialist

1 week ago


San Francisco, California, United States The CPA Dude Full time

Job Title: Tax Consultant Specialist

 

Company Overview

The CPA Dude is a forward-thinking tax firm that offers modern, laid-back, and straightforward tax compliance services. Our primary focus, however, lies in providing expert tax advisory (TAS) to our clients.

We work with various individuals and businesses, including small business owners, real estate investors, day traders, content creators, tech professionals, and high net-worth individuals, helping them navigate complex tax planning strategies throughout the year and achieve substantial tax savings when filing their returns.

We cater to those seeking to maximize their tax planning opportunities, leveraging strategies such as entity optimization, compensation planning, real estate industry tactics, workhorse optimization, retirement planning, and more.

 

Salary and Compensation

Earn an attractive salary of $120,000 - $180,000 per annum, based on performance, with the opportunity for unlimited earnings potential.

We operate on a 100% remote model, ensuring flexibility and work-life balance. Our digital-first approach allows you to work from anywhere in the world, making it an ideal fit for entrepreneurial-minded individuals.

 

Job Description

This role requires a skilled Tax Consultant to provide top-tier tax advisory services to our clients. Key responsibilities include:

  • Hosting tax planning kickoff calls, implementation calls, and quarterly calls to guide clients through tax advisory services
  • Preparing or reviewing returns to showcase substantial tax savings
  • Identifying potential tax errors and areas for improvement during client reviews
  • Contributing to the growth of our tax advisory team by sharing knowledge and best practices

 

Required Skills and Qualifications

To excel in this position, you will need:

  • A minimum of 3 years of experience in tax work
  • Excellent communication and problem-solving skills
  • Solid understanding of the tax code, particularly for business entities
  • Ability to think critically and drive services from start to finish using our established blueprint and model
  • Familiarity with software and technical tools
  • Possession of a CPA license, enrolled agent certification, LLM/JD in tax, or equivalent qualifications (not required but highly valued)

 

Benefits

As a member of The CPA Dude team, you can expect:

  • Flexible, remote work environment
  • Ongoing professional development opportunities
  • Competitive salary and bonus structure
  • Opportunities for career advancement and growth within the company

 

Next Steps

If you are passionate about delivering exceptional tax advisory services and are eager to join a dynamic team, follow these steps:

  • Submit your application
  • Participate in a prescreen interview (30 minutes)
  • Engage in a background interview (60 minutes)
  • Complete a technical test (take-home assignment)
  • Attend a panel/culture interview (60 minutes)
  • Final interview and offer discussion (30 minutes)

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