Luca Financial · 1 day ago
Tax Advisor
United States
Full-time
Remote
Mid Level
$60K/yr - $60K/yr
3+ years expLuca Financial is a nationwide elite tax planning and strategy firm that works with business owners and high-net-worth individuals. They are currently seeking an experienced Tax Advisor to work directly with clients, designing and presenting tax plans and compliance strategies.
AccountingConsultingFinancial Services
Responsibilities
Train and become a tax planning advisor helping walk clients through different strategies that may help them make smarter tax and financial decisions
Prepare year-end tax returns for small business clients and high net worth individuals
Prepare and present tax planning kickoff calls, implementation calls and quarterly calls engaging the clients with their tax questions throughout the year
Record tax entries within client’s accounting system and spot potential tax errors
Keep up to date with the latest tax legislation changes and IRS pronouncements as they become available
Spend time researching strategies that may apply to clients to help keep up to date with the evolving tax industry
Qualification
Required
1+ years of working in public accounting on taxes for individuals and small businesses owners
Minimum of 1-3 years in a client facing role
Strong problem solving and interpersonal communication skills
Ability to set priorities, handle multiple tasks, and deliver results in a fast-paced and dynamic environment with the desire for continuous improvement
Advanced Excel skills
Willingness and ability to learn new tools and technologies quickly
Maintain an ego-free environment to help focus on solving the problem and developing solutions that will work for the long term
Ability to work on multiple projects at once, while meeting or exceeding tight deadlines
Tax experience: 3 years
Preferred
Licensed tax preparer, EA, or CPA
Bachelor's degree
CPA
Benefits
Unlimited PTO Package
Flexible schedule
Paid time off
Work from home
Company
Luca Financial
Luca Financial is an accounting firm that provides CFO, tax, accounting, and consulting services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Brett Arnold
Principal Owner
Company data provided by crunchbase