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