CPA Tax Advisor

$105,000 - $110,000/Yr

Cpa Solutions - Salt Lake City, UT

Full-time - Mid Level

Remote - Salt Lake City, UT

Professional, Scientific, and Technical Services

About the position

The CPA & Tax Advisor position at XIT CPA involves managing a diverse client portfolio, providing tax strategy development, and ensuring compliance with tax regulations. The role emphasizes building long-term relationships with clients, utilizing advanced AI tools for tax analysis, and delivering proactive planning advice to help clients achieve financial freedom.

Responsibilities

• Manage a book of clients and conduct strategy and advisory meetings on a quarterly basis.
• Educate clients on various tax scenarios and provide proactive planning advice.
• Work with clients to qualify them for strategies that minimize tax liability based on their goals and risk tolerance.
• Review tax returns to ensure compliance with federal, state, and local tax regulations.
• Conduct tax research to stay updated on changes in tax laws.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA or EA certification preferred.
• Minimum of 5 years of experience in tax advisory or related roles.
• Strong knowledge of federal, state, and local tax regulations.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Proficiency in UltraTax software and Microsoft Office Suite with Co-Pilot.
• Ability to work independently and as part of a team.

Benefits

• Competitive salary between $105k-$110K and potential for performance-based bonuses.
• Comprehensive health insurance.
• 401(k) plan with company match.
• Professional development opportunities.
• PTO and schedule flexibility.
• Flexible remote work options.