Tax Fulfillment Specialist

Tax Planning Specialist (U.S. Tax Strategy) | Remote | Part-Time to Full-Time Compensation: $5-10 About RMJ Consultant RMJ Consultant helps business owners and high-income professionals legally reduce their taxes, resolve IRS issues, and build long-term wealth through advanced tax planning. We are not a traditional tax preparation firm. Our focus is proactive tax strategy, helping clients keep more of what they earn while remaining fully compliant with U.S. tax laws. As our firm continues to grow, we are looking for an experienced Tax Planning Specialist who can analyze tax returns, identify tax-saving opportunities, and develop customized tax strategies for our clients. Your Role: You will work directly with our Tax Planning team to review client tax returns, identify planning opportunities, calculate potential tax savings, and assist in implementing advanced tax strategies. This is an advisory role—not a data entry or administrative position. Responsibilities: -Review individual and business tax returns for planning opportunities. -Develop customized tax planning strategies for business owners and high-income W-2 professionals. -Prepare tax projections and estimate potential tax savings. -Analyze entity structures and recommend improvements when appropriate. -Identify opportunities involving depreciation, retirement planning, business deductions, tax credits, and other legal tax-saving strategies. -Research complex tax issues and support strategy implementation. -Prepare written tax planning reports and recommendations. -Collaborate with our Tax Manager and implementation team to execute approved strategies. -Participate in internal tax planning meetings. -Stay current with changes to U.S. tax laws and IRS regulations. -Maintain detailed documentation within TaxDome and internal systems. Required Qualifications: -Minimum 3 years of experience in U.S. tax planning or public accounting. -Strong knowledge of individual and business taxation. -Experience preparing or reviewing Forms 1040, 1065, 1120, and 1120S. -Experience identifying tax-saving opportunities for business owners. -Strong analytical and problem-solving skills. -Excellent written and verbal English communication. -Ability to work independently with minimal supervision. Preferred Qualifications: -EA, CPA, or CPA candidate. -Experience with advanced tax planning strategies. -Familiarity with TaxDome. -Experience using Drake, UltraTax, ProConnect, ProSeries, Lacerte, or similar software. -Knowledge of IRS representation or tax resolution. -Experience working with high-income clients and closely held businesses. You Are: -Strategic rather than transactional. -Detail-oriented and analytical. -Client-focused. -Organized and dependable. -Proactive in identifying tax-saving opportunities. -Comfortable explaining tax concepts clearly. -Able to manage multiple client engagements simultaneously. Within your first 90 days, you will: -Independently review client tax returns. -Identify meaningful tax-saving opportunities. -Prepare professional tax planning reports. -Support implementation of advanced tax strategies. -Help clients legally reduce their tax liability. -Become a trusted member of RMJ Consultant’s advisory team. Please answer the following: -Tell us about your experience with U.S. tax planning. -Which tax software have you used? -Have you worked with TaxDome? -Which U.S. tax forms are you most experienced with (1040, 1065, 1120, 1120S, 990, 941, etc.)? -Describe the most complex tax planning project you have worked on. -Have you worked with high-income business owners or real estate investors? -What advanced tax strategies are you most familiar with? -What certifications do you currently hold (EA, CPA, JD, etc.)? -What is your weekly availability? -Why would you be a great fit for RMJ Consultant?