Tax Strategist

Full job description
PLEASE NOTE: To be considered for this position, Polston is currently hiring remote telework positions for workers located in Alabama, Arizona, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Maryland, Massachusetts, Missouri, Montana, Nebraska, New Hampshire, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Wisconsin.

Polston is not currently accepting applications from any additional states. Moreover, remote workers may not telework for Polston entities from any location not listed as a location from which the Polston entities are currently hiring.

We’re eager to find a sharp and highly motivated Tax Strategist (attorney, CPA, or EA) for a consultation role. Join us and be part of a collaborative team environment where your contributions positively impact your colleagues, the company, and yourself.

Who Are We?

Polston Tax Resolution & Accounting was founded in 2001 with the mission of helping people escape the nightmare of owing back taxes. Today, the firm not only services people who owe back taxes to the IRS or state, but also boasts a full-service tax and accounting firm.

What Will You Do?

The Tax Strategist position is primarily responsible for independently meeting with prospective clients and answering questions in consultations.

Meet with prospective clients to assess their current accounting and tax planning needs.
Build relationships with business owners, developing and closing new business.
Meet or exceed revenue goals for new business development.
Leverage accounting knowledge to identify client needs.
Provide tax consulting services.
Review work completed by staff and communicate results to the client.
Work closely with clients as well as internal managers/staff.
Provide detailed review and analysis of tax returns and communicate the results to the client annually.
Remain current on tax practices and changes in tax law.
Meet tax training goals weekly.
Keep Director, Tax Strategy Manager, Tax Manager and Accounting Manager informed of client’s situation and potential challenges.
Share and transfer knowledge to team of tax accountants and financial accountants.
Work alongside a team of tax accountants and financial accountants.
Perform other job-related duties as assigned.
What Do You Need?

The Tax Strategist will provide outstanding customer service and demonstrate exceptional communication skills to develop strong client relationships.

Required

Attorney, CPA, or Enrolled Agent
Equipment, such as computer, tablet and/or smartphone, needed to perform assigned work tasks.
Internet - a minimum of 50 Mbps internet service with a recommended speed of 100 Mbps for optimal performance.
Sales Experience
Strong verbal and written communication skills with a demonstrated ability to articulate complex information and tax law.
Professional resume.
5 years’ worth of tax preparation and review experience.
Satisfactory background and reference checks.
Preferred

Bachelor’s degree.
Construction industry experience.
3 years of financial accounting experience.
Cover letter.
What Can we give you?

A collaborative, team-based work atmosphere - we bring our best selves to the table and work together to impact the lives of our clients every day.

Paid volunteer events - we create an environment that supports and values the importance of giving back and serving others.
Fun company-sponsored events - a great way to get to know each other better.
Investment in employees - we pride ourselves on giving our employees the chance to grow their careers.
Caring for Your Whole Well Being - our benefits package is designed with your well-being in mind. We offer medical, dental, and vision insurance in addition to short- and long-term disability, life insurance, pet insurance, and a gap plan through Aflac to eligible employees.
Additional benefits - paid time off (PTO) such as sick days and vacation days, paid holidays, 401K which includes matching when eligible.
Competitive Salary - a pay range that considers skills, experience, and education.
Salary $85,000-$150,000
EOE

Job Type: Full-time

Pay: $85,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Opportunities for advancement
Paid time off
Vision insurance
Application Question(s):

Polston Tax Resolution is currently hiring remote telework positions for workers located in Alabama, Arizona, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Maryland, Massachusetts, Missouri, Montana, Nebraska, New Hampshire, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Wisconsin.
Polston is not currently accepting applications from any additional states.
Please indicate which state you currently reside in.

Please indicate whether you are an attorney, Enrolled Agent, and/or a CPA.
Do you have access to the following equipment to perform the required work duties(required)
· Computer, laptop, monitor(s), and/or smart phone

· Internet with a minimum of 50 Mbps internet service with a recommended speed of 100 Mbps

What is your expected salary range for this position?
Experience:

sales: 3 years (Preferred)
financial accounting: 3 years (Preferred)
construction industry: 1 year (Preferred)
tax preparation and review: 5 years (Preferred)
Work Location: Remote