Tax Strategist - Cpa

Tax Strategist - CPA

Edgar Law Group, LLP | San Jose, California, United States

Edgar Law Group, LLP is seeking a seasoned, client‑facing Tax Strategist – CPA to help lead sophisticated tax advisory, planning, compliance, and controversy work for individuals, business owners, high‑net‑worth clients, fiduciaries, partnerships, corporations, and other complex taxpayers.

This is not a compliance‑only or back‑office tax preparation role. The Firm needs a mature tax professional who can independently evaluate complex client facts, identify tax risks and opportunities, communicate directly with clients, develop practical strategies, coordinate with attorneys, and move tax matters from issue identification through recommendation, execution, and resolution.

The ideal candidate will bring strong technical tax knowledge, sound professional judgment, mature client communication skills, and the ability to operate as a strategic advisor rather than solely as a preparer or reviewer. The right person will be able to take ownership of client‑facing tax issues, explain options clearly, support legal and tax strategy, and help the Firm convert sophisticated tax work into timely, well‑documented, billable client service.

Compensation: $90,000 annually depending on experience

• Prepare and review complex federal and state tax returns for individuals, business entities, trusts, estates, partnerships, S‑corporations, C‑corporations, and high‑net‑worth clients
• Support tax planning and advisory work for individuals, business owners, families, fiduciaries, and business entities
• Analyze client tax issues and help develop practical, well‑supported tax strategies
• Conduct tax research and apply federal, state, and local tax rules to client‑specific issues
• Assist with IRS, Franchise Tax Board, CDTFA, and other state or local tax authority notices, correspondence, audits, and inquiries
• Help evaluate tax resolution options, including installment agreements, offers in compromise, penalty abatement, compliance cleanup, and collection alternatives
• Review client financial information, tax records, notices, transcripts, statements, and supporting documentation to identify issues, risks, options, and next steps
• Communicate with clients regarding tax issues, documentation needs, deadlines, notices, planning opportunities, and resolution strategies
• Coordinate with attorneys, tax professionals, accounting staff, and administrative team members to move client matters forward
• Prepare clear work papers, documentation, calculations, summaries, and written explanations supporting tax positions and recommendations
• Help manage client deadlines, filing obligations, notice response dates, and other time‑sensitive tax matters
• Support tax controversy, tax compliance, tax planning, business advisory, and forensic accounting‑related matters as needed
• Maintain accurate records in the Firm’s systems regarding client communications, tasks, deadlines, documents, and matter status
• Provide guidance to junior staff or administrative team members on tax documentation, return preparation support, client follow‑up, and workflow as appropriate
• Maintain strict confidentiality and exercise sound judgment when handling sensitive client, financial, legal, and tax information
• Contribute to a professional, collaborative, detail‑oriented, and client‑service‑focused work environment

• Active CPA license required
• Bachelor’s degree in Accounting, Taxation, Finance, Business, or a related field required
• Master’s degree in Taxation, Accounting, Business, or a related field preferred
• Minimum of 5 years of tax experience required; 7+ years preferred
• Public accounting, law firm, tax controversy, tax advisory, or professional services experience strongly preferred
• Experience preparing and reviewing complex individual, business entity, fiduciary, and/or multi‑state tax returns
• Experience with high‑net‑worth individuals, partnerships, S‑corporations, C‑corporations, trusts, estates, and closely held businesses preferred
• Experience responding to IRS, FTB, CDTFA, or other tax authority notices, audits, inquiries, or collection matters preferred
• Familiarity…