Tax Planner

Job Description

This is a remote position.

Job Title : CPA – Tax Planning

Location : Fully Remote(Florida & Texas)

Job Type : Full-Time | Direct Hire

Key Responsibilities :

Design and implement proactive tax strategies tailored to small businesses, real estate investors, and high-income individuals

Lead IRS-related communications and client representation during audits or disputes

Collaborate with internal teams to ensure planning is aligned with compliance and bookkeeping

Regularly meet with clients to present strategy, explain rationale, and answer questions

Identify mid-year opportunities for adjustments and ensure timely delivery of planning deliverables

Stay up to date on evolving tax law, especially within the small business and real estate sectors

Requirements

Must-Haves :

CPA or Tax Attorney license

3–7+ years of experience, with a strong foundation in tax return preparation and review

Deep interest in proactive tax strategy and planning

Strong communication skills — must be comfortable explaining complex tax strategies clearly to clients

Ability to handle IRS representation and client-facing advisory (disputes, audits, and calls)

Open to learning, adapting to internal systems, and contributing to process improvement

Must be located in Florida or Texas

Benefits

Benefits : Unlimited PTO, Sick Days, Health Insurance, Collaborative Team Culture

Requirements

Must-Haves : CPA or Tax Attorney license 3–7+ years of experience, with a strong foundation in tax return preparation and review Deep interest in proactive tax strategy and planning Strong communication skills — must be comfortable explaining complex tax strategies clearly to clients Ability to handle IRS representation and client-facing advisory (disputes, audits, and calls) Open to learning, adapting to internal systems, and contributing to process improvement Must be located in Florida or Texas