Titus Talent Strategies · 1 week ago
Tax Advisor
United States
Full-time
Remote
Senior Level
5+ years expTitus Talent Strategies is a remote CPA firm that is redefining the role of a tax advisor. They are seeking a strategic thinker who excels in client relationships and tax planning implementation to support entrepreneurs, real estate investors, and small business owners.
ConsultingHuman ResourcesInternetInternet of Things
Hiring Manager
Aileen Stanton
Responsibilities
Serve as primary advisor
Lead recurring planning meetings throughout the year
Maintain Entity Maps and Tax Plans
Document planning and next steps for client
Act as pod operational leader
Translate strategy into implementation
Support pod process improvements
Final review of tax returns
Identify optimization opportunities
Communicate the tax savings the strategies saved for client
Coach staff and tax associates
Review planning materials
Qualification
Required
5–7 years tax advisory experience
CPA required
Strong communication
Outgoing personality that thrives on client contact
Staff development & leadership skills
Strategic thinker to support client's needs
Experience with entrepreneurial clients
Growth mindset to increase the value of the pod
Company
Titus Talent Strategies
Titus Talent Strategies is a Wisconsin-based talent strategy company.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Danielle Kimmey Torrez
Marketing Director
Recent News
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