Tax Strategist

Small Business Advocate, Tax Strategist, CPADo you feel like there’s something missing in your current tax role? Could you add more value to your clients' lives than just filling out tax forms? Do you hate the pressure and intensity of the busy season?What if you could work with clients interested in proactively approaching their taxes? Imagine a world where your clients work with you throughout the year, and you can show them how much money you help put into their pockets. They’re actually grateful for the work you did.Well, imagine no longer. Such a place exists.About Us:At Pennywise Tax Strategies, we are not just a tax preparation firm; we help small business owners take control of their income taxes and find hope for businesses supporting their professional mission and personal goals. Our team is driven by passion, expertise, and the desire to redefine “tax accountant” into “trusted advisor.” We are building a team of trusted advisors to guide our small business clients through the planning, implementation, and filing of their income taxes with tax planning that supports both their business and life in accordance with the law.The Role:Do you believe in Entrepreneurship? Are you a CPA who enjoys learning about new tax laws and implementing them to help your clients? If so, you might be the type of Tax Strategist we seek In this role, you'll leverage your expertise to identify innovative tax strategies that minimize tax liabilities and maximize wealth for clients from the planning stage through implementation and documentation to the final tax returns of the clients.Compensation:$75,000 - $90,000Responsibilities:Identify and implement cutting-edge tax strategies for a diverse portfolio of clients.Stay ahead of the curve with continuous research on tax laws, regulations, and best practices.Provide expert tax planning and advisory services tailored to each client's unique needs.Collaborate with our financial advisors and wealth management team to deliver holistic solutions.Represent clients in tax audits and liaise with tax authorities as needed.Mentor fellow team members and foster a culture of continuous learning and innovation.Qualifications:A Certified Public Accountant (CPA) designation is a must. The license must be active, and it is ideal to have active licenses in multiple states.Minimum of 5 years of experience in tax strategy, planning, and compliance.Proven track record of developing and implementing successful tax strategies.Exceptional analytical skills and attention to detail.Strong communication skills with the ability to explain complex tax concepts clearly.Proficiency in tax software and technology-driven solutions.A proactive, problem-solving mindset with a passion for innovation.About CompanyWe don’t want to oversell it, but we are changing the tax industry for small businesses.Pennywise Tax Strategies is a relatively new business; we’ve got a little experience we bring to the table. Pennywise is a spinoff of our law firm, which launched in 2010 (and Jackie left her corporate job in 2019 to join).We’ve spent the last two years growing this business like crazy. We made our way onto the Inc 5000 list last year (with only 3 other companies from Erie). But now it’s time to transition from “growth” to “scale.” We hope you understand the distinction.We are constantly upleveling our team, our systems, our leadership, and even our clients. We live and die by our core values and the practice of The Four Agreements and the Power of TED frameworks. This allows us to serve our clients as the trusted tax advisor they truly need and want.If you want to be part of building something great and supporting the leader of that cause, we’d love to hear about it.