Tax Strategy Specialist

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TYPE OF WORK

Full Time

SALARY

$1,000 a month minimum

HOURS PER WEEK

40

DATE UPDATED

Jun 13, 2025

JOB OVERVIEW

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 emails for document requests, status updates, and reminders

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 Email is ----------

Include the word “TAXPRO” in the subject line so we know you read this entire post

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