Pennywise Tax Strategies · 1 month ago
Tax Consultant
United States
Full-time
Remote
Senior Level
5+ years expPennywise Tax Strategies is a firm dedicated to helping small business owners manage their income taxes and achieve their personal goals. The Tax Consultant will leverage their CPA expertise to develop innovative tax strategies, provide advisory services, and collaborate with financial advisors to support clients throughout the tax process.
Information Technology & Services
Hiring Manager
Adam Williams
Responsibilities
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
Qualification
Required
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
Company
Pennywise Tax Strategies
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase