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Demand planner • lewisville tx
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Job Description
Job Description
This is a remote position.
Job Title : Tax Planner
Location : Fully Remote
Job Type : Full-Time | Direct Hire
Salary : $150K+ DOE
Success in This Role Means :
Clients feel informed, empowered, and confident in their tax strategies
Tax plans and reviews are completed accurately, proactively, and on time
Opportunities for tax savings are spotted well before deadlines
Internal team and systems are elevated through your contributions
You bring clarity to complexity — translating nuanced tax concepts into clear guidance
Core Values :
Genuine Care : We build real relationships through empathy and honesty
Communication : Clarity and transparency in every conversation
Speed to Learning & Implementation : Fast learners, action-takers, and solution-finders
Fun Tax Energy (FTE) : We bring energy and passion into everything we do — tax planning included
Requirements
Must-Haves :
CPA or Tax Attorney license
3–7+ years of experience, with a strong foundation in tax return preparation and review
Interest and capability in tax strategy, IRS representation, and client-facing advisory
Strong communication skills — must be comfortable explaining complex tax strategies clearly to clients
Proven ability to review tax returns, handle tax planning engagements, and support IRS notices / calls
Open to learning, evolving with internal systems, and participating in process improvement
Key Responsibilities :
Review client tax returns for accuracy and planning opportunities
Design and implement proactive tax strategies tailored to small businesses, real estate investors, and high-income individuals
Lead IRS-related communications and client representation during audits or disputes
Collaborate with the internal team to ensure planning is aligned with compliance and bookkeeping
Regularly meet with clients to present strategy, explain rationale, and answer questions
Identify mid-year opportunities for adjustments and ensure timely delivery of planning deliverables
Stay up to date on evolving tax law, especially within the small business and real estate sectors
Provide thoughtful feedback to improve internal planning systems and workflows
Benefits
Unlimited PTO, Sick Days, Health Insurance, Collaborative Team Culture