Senior Tax Strategist

We’re looking for an established tax planning expert to take ownership of complex client strategies and bring senior technical judgment to our advisory team. You should be comfortable assessing a client’s situation, identifying opportunities, setting the strategic direction, and leading implementation with confidence. Our clients are high-income individuals and business owners across the U.S., earning $400K–$1M+ annually. What you’ll own • Architect advanced, multi-year tax strategies tailored to each client. • Independently evaluate opportunities, and trade-offs and recommend a clear course of action. • Lead strategy calls throughout 12-month advisory engagements. • Set implementation priorities and coordinate execution • Serve as a senior technical authority, bringing recommendations and resolving complex planning questions. • Strengthen our planning approach by identifying gaps and introducing proven best practices. What you bring • Active Enrolled Agent (EA) credential required; CPA designation is a plus. • 5+ years of substantial experience in proactive tax planning or advanced tax strategy. • A demonstrated track record of designing and implementing strategies for high-income clients. • Deep expertise in entity structuring, income shifting, retirement planning, and depreciation strategies. • The judgment to determine which strategies fit, explain why, and recognize when they should not be used. • Confidence owning complex engagements with minimal oversight. This role requires established expertise. You should already have experience serving as the lead strategist, making independent recommendations, and taking responsibility for the technical direction of client engagements. Experience primarily in tax preparation or seasonal compliance, without substantial strategic advisory work, will not meet the requirements. Compensation & collaboration This is a 1099 independent contractor opportunity, paid per client engagement rather than through a fixed salary. You earn an engagement fee for each advisory client you lead, with total compensation growing alongside the engagements you manage.