Tax Strategist

 

Description:

📢 We’re Hiring: Tax Strategist + Seasonal Paraplanner (Remote | 1099)

💸 $35–$55/hr depending on experience + responsibilities

Hey all — I’m looking for a seasonal tax-savvy paraplanner to join my team at a growing, tech-forward RIA that works almost exclusively with CRNAs (nurse anesthetists) and other healthcare professionals.

Most of our clients are 1099, working in multiple states. So yeah — taxes get interesting.

We run a surge model, meaning we batch client meetings into two focused windows:

🗓️ February–April

🗓️ September–November

That’s when I need backup the most. As we continue to add 4–5 clients a month, this role could evolve into more year-round work or full-time responsibilities.

 

🧰 What You'll Be Doing:

 

Spring Surge (Feb–Apr)

✅ Prep/review 1040s, 1120-S, 1065s

✅ Clean up year-end books (Xero or QBO)

✅ Chase down docs (W-2s, 1099s, K-1s) via email

✅ Run payroll in Gusto for multi-state 1099s

✅ Help respond to IRS notices if they pop up

 

Fall Surge (Sept–Nov)

✅ Gather YTD paystubs

✅ Run tax projections in Holistiplan

✅ Spot tax-saving opportunities (401k, HSA, Roth, etc.)

✅ Follow repeatable workflows in Hubly

Off-season

☑️ Help with estimated tax payments, cleanup projects, onboarding new clients

 

✅ Must-Haves:

– 2+ seasons of tax prep (CPA or EA ideal, but not required)

– Confident with 1040s, 1120-S, and 1065s

– Familiar with Holistiplan

– Bonus if you’ve worked in Xero / QBO and Gusto

– Solid written communicator (you’ll be emailing clients often)

– Obsessed with processes

– Happy to stay behind the scenes (no client-facing meetings)

💵 Compensation: $35–$55/hr

Depends on your experience, credentials, and the scope of what you're handling.