Full Time
$1,000 a month minimum
40
Jun 13, 2025
Company: TOAMS Financial
Job Overview:
We’re looking for a detail-oriented and proactive Tax Strategy Specialist to join our fast-growing financial firm. You’ll play a key role in helping our clients legally reduce their tax burden through smart planning, strategy creation, and accurate tax prep using our AI-driven tools.
You’ll work with tax software, help develop customized tax strategies, communicate with clients, and prepare filings during tax season. You should be tech-savvy, reliable, and excited about constantly learning new tax-saving methods.
Responsibilities:
Use tax software to create client-specific tax strategies based on financial data
Assist with client onboarding and automate data gathering
Prepare federal and state individual and business tax returns
Input and organize data into internal systems for review and filing
Research and stay updated on new IRS-approved tax strategies and legal deductions
Monitor client progress and send quarterly tax alerts and check-ins
Manage client communication
Work closely with Mario Payne and team to ensure strategy alignment with client goals
Requirements:
Experience with US tax preparation (Schedule C, 1120S, 1040, etc.)
Familiarity with tax planning concepts, credits, and deductions
Strong attention to detail and data accuracy
Ability to work independently and hit deadlines
Experience using automation tools is a big plus
Compensation & Perks:
Competitive salary (based on experience)
Performance bonuses
Paid US holidays
Access to training on advanced tax strategy systems
To Apply:
Send your resume and a 1-minute Loom video explaining why you're the best fit
Include the word “TAXPRO” in the subject line so we know you read this entire post