Tax Planning Assistant

King of Kings Business & Tax Advisory is a growing, forward-thinking tax and financial advisory firm specializing in proactive tax planning, accounting, and Fractional CFO services.

We work closely with law firm owners, entrepreneurs, real estate investors, and high-income earners to help them legally minimize tax liabilities, improve financial performance, and build long-term wealth.

We are not a traditional tax preparation firm. We take a proactive, year-round approach to tax strategy and financial advisory.

We are looking for a highly organized, detail-oriented, and self-motivated Tax Planning Assistant who is passionate about accounting, taxation, client service, and long-term professional growth.

This is an excellent opportunity for someone who wants to build a career in tax planning and advisory while working alongside experienced tax strategists.

• Assist senior tax strategists with the preparation, organization, and implementation of tax planning strategies.
• Collect and review financial statements, prior-year tax returns, payroll reports, and supporting documentation.
• Assist with quarterly and annual tax planning reviews.
• Prepare tax planning worksheets, calculations, schedules, and supporting documentation.
• Track tax planning strategies, implementation deadlines, and outstanding action items.
• Assist with research related to federal and state tax regulations.
• Support year-end tax planning and client strategy implementation.

• Assist with preparing IRS forms, tax elections, business registrations, and other tax-related documentation under supervision.
• Review client information for accuracy and completeness.
• Maintain organized digital client files and documentation.
• Track IRS and state correspondence, notices, and filing deadlines.
• Coordinate with tax preparers, bookkeepers, and tax strategists to ensure timely completion of assignments.

• Communicate professionally with clients by email, phone, and client portal.
• Follow up on missing documents, pending requests, and tax planning implementation items.
• Coordinate client meetings and prepare documentation for tax planning consultations.
• Provide exceptional client service while maintaining confidentiality.
• Keep clients informed of outstanding items and next steps.
• Ensure all client communications and follow-ups are documented in our practice management system.

• Associate's or bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred.
• Previous experience in accounting, tax preparation, bookkeeping, or financial services preferred.
• Basic understanding of business taxation, financial statements, and accounting principles.
• Strong proficiency in Microsoft Excel, Word, and Outlook.
• Experience with Quick Books Online and tax software is a plus.
• Excellent written and verbal communication skills.
• Exceptional attention to detail and organizational skills.
• Ability to manage multiple client accounts, priorities, and deadlines.
• Willingness to learn new tax strategies, software, and processes.

Prior tax planning experience is preferred but not required for a candidate with strong accounting fundamentals, excellent administrative skills, and a demonstrated ability to learn.

At King of Kings, our culture is built on teamwork, integrity, accountability, excellence, and continuous improvement.

Our ideal candidate is someone who:

• Takes ownership of responsibilities and follows through without constant supervision.
• Demonstrates complete honesty, transparency, and integrity.
• Communicates mistakes, challenges, and potential delays immediately. We believe in solutions, not surprises.
• Is highly structured, organized, and detail-oriented.
• Takes initiative and proactively identifies what needs to be done.
• Is coachable, receptive to feedback, and committed to professional development.
• Works collaboratively and contributes to a positive, high-performing team environment.
• Maintains exceptional professional standards when working with clients and colleagues.
• Is seeking a long-term career opportunity rather than a short-term position.

• Full-time, Monday through Friday during regular business operations.
• Weekend availability is required during peak tax season based on business needs.
• Ability to work in a deadline-driven, fast-paced professional environment.
• Commitment to confidentiality, accuracy, and exceptional client…