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Tax Strategist

Erie, PA

Posted: 06/21/2024 Employment Type: Full-Time Specialization: Accounting/Finance/Tax Job Number: 31140

Job Description

Position ID 31140

Work Type: Full-time Permanent - Hybrid/ Remote

Location: Pennsylvania

About Our Client

Our client, a rapidly growing tax consulting professional services firm in Pennsylvania is looking to hire a Tax Strategist to join their team. This role will focus on advocating for small businesses, identifying and implementing innovative tax strategies, and helping them by providing expert tax planning and advisory services to make a tangible difference. If you're a CPA and ready to help small business owners save money and achieve their goals, this could be a great fit.


The Tax Strategist will be responsible for performing a diverse range of functions including but not limited to:

  • Develop and implement cutting-edge tax strategies tailored to the unique needs of a diverse client portfolio.
  • Stay abreast of evolving tax laws, regulations, and best practices through ongoing research.
  • Provide expert tax planning and advisory services customized to meet client-specific requirements.
  • Collaborate effectively with financial advisors and wealth management teams to deliver holistic solutions.
  • Act as a liaison for clients during tax audits and maintain communication with tax authorities as needed.
  • Mentor team members to foster a culture of continuous learning and innovation.


The following are the minimum requirements to be considered for this role:

  • MUST HAVE an active CPA license (Certified Public Accountant).
  • CPA licenses in multiple states/ jurisdictions preferred.
  • Minimum of 5+ years' experience in tax strategy, planning, and compliance.
  • Proven ability to develop and implement successful tax strategies.
  • Exceptional attention to detail and strong analytical skills.
  • Clear and effective communication of complex tax concepts.
  • Proficiency in tax software and technology-driven solutions.
  • Proactive, entrepreneurial mindset with a passion for innovation and problem-solving.
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About Erie, PA

Immerse yourself in exciting job opportunities in the picturesque region surrounding Erie, Pennsylvania. Discover a career path that offers not only professional growth but also the chance to experience the stunning landscapes and vibrant culture that make Erie truly one-of-a-kind. From exploring Presque Isle State Park's sandy beaches and stunning sunsets to savoring the local delicacy, the Smith's hot dog, Erie is a haven for art enthusiasts with attractions like the Erie Art Museum and Warner Theatre. Cheer on the Erie SeaWolves at UPMC Park or take in the beauty of Lake Erie as you consider your next career move in this charming and dynamic city. Start your job search today and uncover the endless possibilities that await you in Erie, Pennsylvania!