Salary
$75k – $100k per year
Location
Remote (likely United States)
Seniority
Middle · 3+ years exp
Employment
Full-Time
Confirmed on the employer's own hiring board on Oct 18, 2026. First seen by Alion on Sep 10, 2026.
Overview
Company
Impact
Profile match
Work with licensed tax strategists who help business owners, doctors, and investors reduce taxes legally with advanced planning.
**Applications will be reviewed on a rolling basis**
We are seeking a proactive and client-facing Tax Pro to engage directly with our clients on tax planning for strategic wealth planning. The ideal candidate will be knowledgeable in business and personal tax, finance, bookkeeping, investments, and tax planning strategies. A key aspect of this role is acting as the primary point of contact for all clients in the Tax Advisory team. The position will work with other members of the Tax Advisory team, under the direction and supervision of the Senior Tax Strategist.
Minimum Qualifications
- 3-5 years of experience in tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses
- Bachelor’s degree in Accounting, Finance or a related field
- Advanced qualification (EA and/or CPA license) required
- Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CRM platforms, CS Planner, UltraTax, etc.)
- Knowledge of corporate and personal tax planning strategies
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