Tax Strategist Sovereign Entrepreneur Lehi, UT Job Details Full-time $80,000 - $110,000 a year 13 hours ago Benefits Paid training Health insurance Dental insurance Paid time off Work from home Vision insurance Opportunities for advancement Flexible schedule Paid sick time Qualifications 7 years 6 years CPA Tax accounting 5 years Mid-level 3 years Driver's License 4 years Enrolled Agent Tax experience Strategic planning Full Job Description •If interested in this position, please email with your resume and in the title put: {Tax Strategist Position} + Your Name. We will only be reviewing resumes there.

Job Title:

Tax Strategist Position Overview:

We are seeking a dynamic and adaptable Tax Strategist to join our team. The ideal candidate will bring fresh energy, strategic thinking, and a willingness to immerse themselves in our unique approach to wealth strategy. This role requires someone who can balance creativity and compliance, crafting tax strategies that maximize rewards while carefully managing audit risks.

Key Responsibilities:

Collaborate with clients to develop tailored tax strategies that align with their financial goals and our aggressive approach. Stay informed about tax laws and regulations, with the ability to creatively leverage opportunities within legal parameters. Assess and communicate audit risks versus rewards to clients, ensuring strategies align with their risk tolerance. Work closely with our internal team to ensure all strategies reflect our brand values and company culture. Build strong relationships with clients, offering personalized support and expert guidance.

Qualifications:

3-7 years of experience in tax strategy, tax planning, or a related field. CPA, EA, or relevant tax certification is preferred. Strong understanding of U.S. tax laws and regulations, with a focus on innovative and strategic applications. Exceptional interpersonal skills and the ability to build rapport with clients and team members.

Company Overview:

Our Wealth Strategy company specializes in crafting aggressive, creative, and results-driven tax strategies for our clients. We focus on delivering tailored solutions that maximize financial outcomes while aligning with our distinctive company culture. We are a conservative and Christian based company that welcomes all.

Demographic Fit:

Early to mid-career professional who is eager to learn, grow, and immerse themselves in a collaborative and forward-thinking team. Adaptable enough to align with our company vision while bringing fresh energy and ideas.

Job Type:

Full-time Pay:

$80,000.00 - $110,000.00 per year

Benefits:

Dental insurance Flexible schedule Health insurance Opportunities for advancement Paid sick time Paid time off Paid training Vision insurance Work from home

Schedule:

Monday to

Friday Work Location:

Hybrid remote in Lehi, UT 84043