Tax Strategist; Hybrid

Hybrid
Anywhere
Posted 2 weeks ago

Join a forward-thinking firm offering deep exposure to real estate tax strategy, strong mentorship, and a path to meaningful advisory work.

Job Type:

*Must have CPA firm experience
Full time, W2
Location: Orange, CA – In-Office or Hybrid
Compensation: $75,000- $95,000 DOE

Tax Strategist – Real Estate Focus | Remote-Friendly | Path to Advisory Role

About the Firm
This boutique CPA firm specializes in tax and advisory services for real estate professionals, investors, and high-net-worth individuals. The team works with developers, syndication firms, private real estate funds, and family offices—providing strategic tax planning and compliance services tailored to the complexities of real estate.

About the Role
The firm is hiring a full-time Tax Strategist to support continued growth. This position is a strong fit for an early-career tax professional interested in real estate and advisory work. You’ll work closely with experienced CPAs and clients, gain hands-on exposure to complex real estate structures, and build your skills in strategic tax planning. The role offers a clear path to Senior Tax Strategist or Client Advisory Lead within 12–24 months, depending on performance and initiative.

Key Responsibilities

Prepare federal and state tax returns for individuals, partnerships, S corps, and trusts
Support tax planning and projections focused on real estate transactions and investment strategies
Conduct research on complex tax issues and summarize findings
Review financials for compliance and planning opportunities
Communicate with clients to gather information and provide updates
Assist with audits, reviews, and other advisory services
Stay current on tax law and real estate industry trends

Qualifications