Dahl Law Group Overview

We are a reputable law firm based in Sacramento, California, with a statewide reach, expanding our Tax Strategy practice and seeking a driven, personable, and innovative tax professional to join our team. Our firm takes a relationship-based approach to legal and tax strategy, focusing on personalized, high-quality client service.

Job Summary

We are seeking a highly skilled Tax Strategist to assist clients with tax planning, preparation, and legal tax strategies to minimize liabilities. This role offers significant learning opportunities and access to the firm's professional development resources. With a high-value, limited-client approach, we prioritize work-life balance for our team members.

Responsibilities

• Meet with clients on a quarterly basis to provide estimated tax payment advice and assist in the implementation of tax strategies recommended by the firm/Principal Attorney
• Review every tax form to ensure accuracy and compliance with tax law under the supervision of the Principal Attorney
• Minimize the client's tax liability by utilizing each tax deduction and credit available to them
• Examine every client's financial records, such as their income statements and previous tax returns, to calculate their total amount of taxable income
• Communicate with tax authorities and submit the final tax return (individual, business, and trusts/estates) on the client's behalf

Qualifications

• Bilingual in Spanish language (reading, writing, and speaking) is preferred, but not required
• Enrolled Agent certification or CPA license in good standing
• Experience in preparing and filing S-corporation, individual, and partnership tax returns
• College degree in accounting, finance, or a similar field
• Strong communication skills, both verbal and written
• Basic computer skills and capacity for using Microsoft Excel at an advanced level
• Advanced ability to comprehend federal and state tax laws
• At least 5 years of experience in tax preparation
• Current Preparer Tax Identification Number (PTIN) from the IRS

Salary and Benefits

The estimated annual salary for this position is $85,000-$110,000, depending on experience and qualifications. We offer a comprehensive benefits package, including health insurance, retirement plan, and paid time off.

Location

The Dahl Law Group office is located in Sacramento, California. The ideal candidate will be able to commute to the office regularly and participate in meetings and training sessions.