Looking for Experienced Tax Strategist with Asset Protection Expertise (Work Alongside Our Attorney)

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Description: We are seeking a highly knowledgeable and responsive Tax Strategist with deep expertise in advanced tax strategies, business structuring, and asset protection planning. This role is ideal for someone who thrives in a fast-paced environment and understands the urgency of real-time decision-making. About Us: We are a multifaceted business family with ventures across real estate, transportation, tax services, mortgage lending, and more. Our goal is to ensure every business decision is made with long-term tax efficiency and liability protection in mind. Who We’re Looking For: • A seasoned tax strategist (CPA, EA, or JD preferred) who has a proven track record of working with high-income entrepreneurs and real estate investors. • Someone comfortable collaborating with our asset protection attorney to create unified tax/legal strategies. • Must be available for ongoing consultation via phone or Zoom, often at short notice, especially when urgent business decisions arise. • Strong understanding of LLC/Trust layering, S-Corp elections, tax deferral strategies, and capital gains mitigation. Scope Includes: • Providing strategic guidance on business acquisitions, investments, and entity formation. • Helping reduce tax liability through proactive planning. • Structuring asset protection strategies in coordination with legal counsel. • Reviewing tax returns and financial statements when necessary. • Keeping us up to date on changes in tax law that affect our businesses. Must-Haves: • 5+ years of tax strategy experience • U.S. tax expertise (multi-state knowledge is a plus) • Strong communication skills and professional responsiveness • Experience working with clients who manage multiple businesses and trusts • Comfortable working under attorney-client privilege as a consultant Bonus If You Have: • Familiarity with estate planning and family trust structuring • Experience advising 6- and 7-figure business owners • Real estate syndication tax knowledge Hours & Availability: Part-time or retainer-based. Must be available for same-day calls and project reviews as needed. To Apply: Please include: • A short summary of your tax strategy experience • Any relevant certifications or licenses • Your approach to working with legal teams • Your availability and preferred communication method • Examples of past clients or businesses you’ve advised (no confidential info)

Keyword: Business Consulting

Business Services Legal Consulting Finance & Accounting CPA