Strategic Tax Planning Advisor - CPA Required

April 2

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Engineered Tax Services Inc.

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Engineered Tax Services Inc. is the nation's premier tax credit and incentives firm that combines expert knowledge in engineering with tax and accounting principles. The company's team, consisting of tax attorneys, engineers, and scientists, specializes in services such as cost segregation, R&D tax credits, and various tax deductions to help clients maximize their tax benefits. They have successfully generated billions in U. S. stimulus incentives, impacting numerous jobs across the economy.

Energy Audits & Energy Star Benchmarking • Research Tax Incentives • Cost Segregation & Construction Tax Planning • Construction Audits • Historic Tax Credits

201 - 500 employees

Founded 2001

💸 Finance

💳 Fintech

☁️ SaaS

📋 Description

• This is a remote position. • We empower high-net-worth individuals, business owners, and high-income earners to take control of their financial future through proactive, strategic tax planning. • We specialize in advanced tax strategies, including real estate and alternative investments, entity structuring, tax credits, and comprehensive wealth planning. • We are seeking a highly skilled and strategic Tax Planning Advisor with a CPA license to join our team. • Work directly with affluent clients to analyze tax returns and uncover opportunities. • Design comprehensive tax strategies that reduce income taxes and grow long-term wealth. • Not a traditional compliance role—this position is advisory and planning-focused, requiring forward-thinking, creativity and a deep understanding of sophisticated tax-saving vehicles. • Review and analyze individual and business tax returns to identify opportunities for tax savings. • Design and implement advanced tax strategies, including real estate investment tax strategies, alternative investments, legal entity structuring and optimization, tax credits and deductions (e.g., Augusta Rule, hiring children, business expenses, home office deductions), and wealth planning strategies (e.g., charitable lead trusts, irrevocable trusts, grantor trusts, etc.). • Collaborate with clients and their advisors to create integrated tax and wealth planning roadmaps. • Stay current with tax laws, IRS rulings, and planning trends to deliver cutting-edge strategies. • Demonstrate proactive communication with clients, ensuring regular touchpoints and updates. • Document planning recommendations and support implementation with precision and clarity.

🎯 Requirements

• Active CPA license (required). • Minimum of 5 years of experience in tax planning, with a focus on strategic advisory (not just compliance). • Proven track record of working with high-net-worth individuals, business owners, and/or real estate investors. • Strong understanding of pass-through entities, real estate tax strategies, and trust structures. • Demonstrated ability to think creatively and proactively to reduce income taxes and build client wealth. • Excellent interpersonal, written, and verbal communication skills. • Strong organizational skills and attention to detail. • Comfortable working independently and collaboratively in a fast-paced, client-focused environment. • Experience with alternative investment structures and tax implications. • Familiarity with cost segregation, opportunity zones, conservation easements, or other advanced tax strategies. • Financial planning or wealth management experience is a plus.

🏖️ Benefits

• Medical • Dental • vision • Basic Life • Disability • 401k