Description

The mission of this role:

Provide strategic tax services to Alchemy members, including strategy, planning, mid-year reviews, and filing. As a trusted advisor, you’ll provide simplified, actionable financial information that enables members to make informed decisions with confidence. As the membership grows, there will be additional opportunities to help scale Alchemy Tax by hiring and managing an elite team of tax professionals.

Key Responsibilities:

Strategic Leadership:

• Execute the strategic vision, goals, and growth plans for Alchemy Tax
• Lead your tax pod, consisting of a junior accountant, and tax admin support, in achieving excellence in member service and financial performance
• Assist in the hiring, training, performance evaluations, and professional development of additional team members as the Alchemy Tax division grows
  Ensure Alchemy Tax adheres to industry regulations, standards, and best practices

Business Development:

• Identify and pursue new business opportunities within the existing membership
• Build and maintain strong member relationships to foster retention and growth
• Meet with prospects, quote services, and convert new tax memberships

Accounting:

• Provide expert guidance on accounting, tax, and financial matters to our members, who are real estate small business owners and investors and have a combination of S-Corps, C-Corps, and Partnership configurations for active and passive business ventures across multiple states
  Review previous tax return(s)
• Schedule live planning calls to provide strategic tax recommendations
• Analyze financials and advise on deductions and credits, with expertise in common real estate tax areas such as cost segregation, Augusta rule, and 1031 exchanges
• Review entity type and discuss changes if necessary
• Recommend payroll adjustments
• Manage encrypted member tax portal for safe collection and sharing of documents
• Maximize any deductions available (home office deduction, family tax strategies, etc.)
• Facilitate a mid-year tax true-up
• Send reminders about quarterly tax payments
• Analyze retirement plan contributions and make recommendations
• Answer tax-related questions and help with responses to IRS notices
• File state and federal tax returns
• Ensure members receive top-tier service and handle escalated issues as necessary

Requirements

What makes you a perfect fit:

• Certified Public Accountant (CPA) or Enrolled Agent (EA)
• 5+ years of professional experience as a CPA or EA, 1-3 years management experience
• Proven track record of client retention
• Detail-oriented problem solver; can handle multiple priorities at once
• Self-motivated and independent, taking pride in the quality of your work
• Excellent written and verbal communication skills
• The ability to follow up, follow through, and close the loop on outstanding items with our members
• The desire to work in a different kind of accounting firm - one that prioritizes proactive communication, quick responses, and fast turnaround times on deliverables
• Tech-savvy and comfortable learning new platforms such as our CRM
• Quick learner, and highly coachable