DAP Brands Careers
Senior Tax Strategist (Client Advisory)
We are looking for a spectrum of talent: from rising stars ready to take on their own book of business to seasoned veterans who can handle complex high-net-worth planning. As a Senior Tax Strategist, you will analyze client financials, cra...
About This Role
We are looking for a spectrum of talent: from rising stars ready to take on their own book of business to seasoned veterans who can handle complex high-net-worth planning. As a Senior Tax Strategist, you will analyze client financials, craft bespoke tax plans, including entity structuring, deductions, and credits, and act as the primary relationship manager for your dedicated portfolio.
What You'll Do
Analyze client financials to identify tax-saving opportunities like entity restructuring and income shifting.
Deliver written tax plans and actionable roadmaps to clients in simple, value-driven language.
Conduct quarterly or bi-annual reviews with clients to estimate payments and adjust strategies.
Serve as the primary point of contact and "face of the firm" for a dedicated roster of clients.
Lead the technical onboarding of new clients, catching missed opportunities in past returns.
Identify when growing client complexity requires additional services or upsells.
Review tax returns prepared by junior staff to ensure strategies were correctly implemented.
Manage client expectations regarding deadlines, payments, and filing requirements.
What We're Looking For
CPA or EA (Enrolled Agent) preferred; open to non-credentialed candidates with significant experience.
5+ years of professional tax experience preferred.
Prior experience in Tax Planning and Advisory (not just retroactive compliance filing).
Essential proven experience managing direct client relationships.
Deep knowledge of taxation for S-Corps, Partnerships, and Individuals.
Ability to interpret tax law and apply it to real-world business scenarios.
"Consultant" mindset with the ability to advise clients via Zoom and guide better decision-making.