Design the tax strategies that help business owners keep more of what they earn and build lasting wealth. As a Tax Strategist in Jacksonville, FL, you'll be the lead technical architect behind custom tax mitigation plans, presenting them directly to entrepreneurs and high-net-worth clients and seeing them through to implementation.
𝗔𝗕𝗢𝗨𝗧 𝗢𝗨𝗥 𝗖𝗟𝗜𝗘𝗡𝗧
Our client is a tax advisory firm that combines deep tax and legal experience with a passion for empowering entrepreneurs. Their mission is simple: help clients keep more of what they earn and build wealth strategically through smart tax planning. They pair the stability and trust of an established tax firm with the personal attention and warmth of a trusted advisor. They don't just file taxes. They help clients build a legacy.
𝗪𝗛𝗬 𝗬𝗢𝗨'𝗟𝗟 𝗟𝗢𝗩𝗘 𝗧𝗛𝗜𝗦 𝗥𝗢𝗟𝗘
• Work for a stable, rapidly growing organization where you can grow personally and professionally.
• Leverage your expertise in proactive tax planning, entity structuring, and client advisory in ways that directly shape the business.
• Do meaningful work with a real impact on clients and the team every single day.
• Collaborate with bright, motivated people who genuinely enjoy working together and building something great.
𝗪𝗛𝗔𝗧 𝗬𝗢𝗨'𝗟𝗟 𝗗𝗢
• Conduct in-depth reviews of client business financials, corporate structures, and prior tax returns to uncover key tax savings opportunities.
• Design and model customized, multi-tiered tax mitigation plans using entity structuring, retirement planning, cost segregation, deductions, and advanced wealth preservation strategies.
• Lead Strategy Discovery and Plan Presentation calls with business owners, explaining complex tax concepts clearly and showing quantifiable ROI.
• Partner with Project Managers and Tax Preparers to oversee the rollout and execution of approved strategies.
• Join periodic client reviews with Project Managers to adjust strategies as client revenues, assets, or goals evolve.
• Serve as the firm's senior technical resource for complex tax planning questions, escalating issues appropriately and keeping accuracy high.
• Maintain project records, task tracking, and milestone updates in Karbon and ClickUp to keep handoffs on time.
• Contribute to a culture of accountability, collaboration, and technical excellence.
𝗪𝗛𝗔𝗧 𝗬𝗢𝗨 𝗕𝗥𝗜𝗡𝗚
• 4+ years of experience in proactive tax planning, corporate entity structuring, and advisory services for business owners and high-net-worth individuals.
• Bachelor's degree in Accounting, Finance, Taxation, or a related field.
• Active CPA license or Tax Attorney credential.
• Comfort with professional tax planning software, project management tools (Karbon, ClickUp), and Google Workspace.
• Strong written and verbal communication, with the confidence to engage high-net-worth business owners and executives.
• A track record of managing multiple complex strategy deliverables and meeting deadlines in a fast-paced environment.
• A high level of professionalism, analytical precision, and ethical standards.
• Eligibility to work in the US for any employer (sponsorship is not available).
𝗕𝗢𝗡𝗨𝗦 𝗣𝗢𝗜𝗡𝗧𝗦 𝗜𝗙 𝗬𝗢𝗨 𝗛𝗔𝗩𝗘
• Master's in Taxation or a JD.
• Experience building tax strategies for multi-entity business owners.
• Experience presenting tax plans and ROI to clients in a consultative setting.
𝗖𝗢𝗠𝗣𝗘𝗡𝗦𝗔𝗧𝗜𝗢𝗡 𝗔𝗡𝗗 𝗣𝗘𝗥𝗞𝗦
• Base salary: $110,000 to $135,000 depending on experience.
• KPI bonuses and commission on top of base for higher total earnings.
• Health, vision, and dental insurance with company contributions.
• 15 days PTO, 5 sick days, and 13 paid holidays.
• Full-time, Monday through Friday, 9 to 5.
• In-person/hybrid in Jacksonville, FL.
𝗔𝗕𝗢𝗨𝗧 𝗖𝗔𝗧𝗖𝗛 𝗧𝗔𝗟𝗘𝗡𝗧
Catch Talent is a high-touch recruiting agency that delivers end-to-end talent acquisition solutions to growing technology, digital media, and professional services companies. Headquartered in Charleston, SC, Catch brings decades of technical recruiting expertise to local and national clients and offers a full range of flexible solutions, including direct placement hiring, recruitment process outsourcing, contract and contract-to-hire models. Learn more at catchtalent.com.
Catch Talent provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.