Cpa- Tax Strategist

Cpa
- Tax Strategist

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

At Edgar Law Group, LLP, we thrive on delivering strategic, innovative tax solutions that protect and enhance the interests of clients. We re seeking a dynamic CPA - Tax Strategist to join our team of dedicated professionals. In this role, you ll take the lead on sophisticated tax advisory, planning, compliance, and controversy work for a diverse clientele, including individuals, business owners, and high-net-worth clients.

Your expertise will directly impact clients  success as you identify tax risks and opportunities, develop practical strategies, and collaborate with attorneys to execute and resolve issues effectively.

You ll need strong technical tax knowledge, mature client communication skills, and the ability to act as a strategic advisor. We re looking for someone who can independently evaluate complex client scenarios and convert sophisticated tax work into timely, billable services. If you re ready to embrace a role that combines leadership, strategy, and client interaction, let s discuss how you can contribute to Edgar Law Group s mission of exceptional legal service.

$90,000 yearly depending on experience

• Develop and implement comprehensive tax strategies tailored to each client s unique financial situation
• Collaborate with clients to identify tax-saving opportunities and mitigate potential risks
• Assist with IRS, Franchise Tax Board, CDTFA, and other state or local tax authority notices, correspondence, audits, and inquiries
• Analyze complex tax issues and provide clear, actionable advice to clients and team members.
• 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
• Prepare and review tax returns, ensuring accuracy and compliance with current regulations
• Stay updated on tax laws and industry trends to provide informed guidance and innovative solutions
• Communicate effectively with clients, translating complex tax concepts into understandable terms
• Work closely with legal teams to support integrated tax and legal strategies for optimal client outcomes
• 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

• 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 with tax resolution options, including installment agreements, offers in compromise, penalty abatement, liens, levies, and collection alternatives preferred
• Strong tax research, analytical, documentation, and problem-solving skills
• Strong verbal and written communication skills with clients, attorneys, tax professionals, staff, and outside agencies
• Ability to explain complex…