How Remoteville checks and expires listings
Tax Planning and Strategy SME
Skills
Analytical SkillsCold CallingCustomer Relationship ManagementNegotiationPublic SpeakingSalesSales Development
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 5+ years in tax planning and strategy with complex advisory experience
- Bachelor's or Master's degree in Accounting Finance or Taxation
- CPA CFP EA or JD preferred
- Deep knowledge of corporate and personal tax planning strategies
- Experience with entity selection and optimization
- Experience with partnership and S-corporation taxation
- Experience with M&A structuring and business succession
- Experience with estate planning and wealth transfer
- Experience with cross-border transactions
- Excellent communication skills for diverse audiences
- Collaborative and cross-functional working style
Nice to have
- Analytical
- Collaborative
- Strategic thinker
- Detail-oriented
- Cross-functional
Day to day
- Serve as the technical resource for complex tax planning questions across transactions entity restructuring business succession M&A and wealth transfer strategies
- Collaborate with product and engineering teams to shape AI features that reflect real world tax nuances and sophisticated advisory needs
- Create tax planning content case studies decision trees fact patterns and answer keys to train validate and continuously improve AI systems