Senior Tax Strategist

Responsibilities: Lead and mentor the strategy team while managing a personal book of high-net-worth client strategy meetings. Execute and scale the strategy program, refining SOPs and integrating AI tools to improve efficiency and consistency.

Requirements: Requires an active CPA license and over 5 years of progressive tax strategy experience in public accounting or advisory. Must have proven people-management experience and a strong aptitude for adopting AI technologies.

Key skills: Tax Strategy, People Management, Estate Planning, Business Succession, Client Relationship Management, AI Integration, Process Scaling, Tax Minimization, Public Accounting, Technical Leadership, SOP Development, Referral Partner Management

Keywords: CPA, TaxPlanIQ, Maverick, ChatGPT, TaxGPT, High-Net-Worth, Tax Minimization, Estate Planning, Business Succession, Insurance Alignment, Public Accounting, SOPs, AI Adoption, Wealth Strategies, Tax Strategy