RETS Pod Tax Strategist (Fully Remote - U.S.)

$130k - $150k

Wertz & Associates

Colorado Springs, CO

Remote job

Job Description

OPEN POSITION

RETS Pod Tax Strategist (Fully Remote – U.S.)

Salary: $130,000 – $150,000
Location: Fully Remote (U.S.-based)
Type: Full-Time
High-impact, client-facing strategy role

About the Opportunity
We're partnered with a modern, forward-thinking CPA firm building out a specialized Real Estate Tax (RETS) Pod — focused entirely on real estate investors, advanced tax strategy, and high-level client advisory work.
This is not a compliance-heavy role.

This is a strategy-first position for someone who thrives in client conversations, enjoys solving complex tax problems, and wants to operate at a high level.

What Makes This Unique
Strategy-first (not just return prep)
Lead high-level client advisory sessions + tax planning
Work across real estate + advanced/niche strategies
Be part of a new, growing specialized group you'll help shape
Clear path: Manager Senior Manager Partner

What You'll Be Doing
Lead tax strategy sessions and advisory engagements
Guide clients through real estate and advanced tax planning
Analyze STR strategy, REPS, cost seg, and investment structures
Stress-test strategies and deliver real-world tax outcomes
Serve as a trusted advisor on complex decisions
Support tax season prep alongside the RETS Pod team
Help shape processes within a growing specialized practice

Qualifications
CPA or EA (required)
5+ years of public accounting experience
Strong client-facing + advisory experience
Deep understanding of real estate / advanced tax strategies
Ability to translate complex ideas into clear client guidance
Comfortable leading difficult, high-stakes financial conversations

Why This Role
True advisor position (not just compliance work)
Work directly with high-level, sophisticated clients
Exposure to advanced tax strategies across multiple asset classes
Fully remote with a modern, growth-focused firm
Real career acceleration into leadership / partner track

Bottom Line
If you're someone who gets pulled into the toughest tax conversations and enjoys helping clients make smarter decisions — this is a chance to step into a true strategist role and own that space.

Apply

Vacancy posted 4 days ago

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