RETS Pod Tax Strategist (Fully Remote - U.S.)
$130k - $150kWertz & Associates
Colorado Springs, CO
- Remote job
Job Description
Job Description
OPEN POSITION
RETS Pod Tax Strategist (Fully Remote – U.S.) Salary: $130,000 – $150,000Location: 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.
Vacancy posted 27 days ago
Similar jobs that could be interesting for youBased on the RETS Pod Tax Strategist (Fully Remote - U.S.) in Colorado Springs, CO vacancy
- ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...your career to the next level.As a Wealth Strategist you will be responsible for delivering the... ...financial planning, banking, investments, tax and wealth transfer strategiesTrain, coach...TaxLocal area
$60 - $85 per hour
...QualificationsWe are seeking 3 Network Strategists, having experience with GIS Data and network... ...• 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available... ...Vacation or Sick Leave)Workplace TypeThis is a fully remote position.Application DeadlineThis...Remote workTaxContract workTemporary work$110k - $130k
...Job Description Job Description OPEN POSITION Business Development Specialist (Tax-Focused | Fully Remote – U.S.) Salary: $110,000 – $130,000 Location: Fully Remote (U.S.-based) Type: Full-Time High-impact, client-facing – less prep, more strategy About...Remote jobTaxFull timeWertz & Associates
Colorado Springs, CO27 days ago- ...Planning Services team. The role focuses on estate, business, and tax planning, translating complex strategies into actionable... ...skills. The position supports a hybrid work model, with multiple U.S. locations and remote applicants considered. #J-18808-Ljbffr OsaicRemote workTax
$160.72k - $215k
...Sales Support And Effectiveness Strategist Provides investment research and... ...regional travel required. Hybrid remote telecommuting permitted from within the U.S. pursuant to company policy.... ...plans); and, eligibility for certain tax advantaged savings plans. State...Remote workTaxTemporary work$80 - $85 per hour
...Opportunity. As our next CX Strategist, you will build and lead CX... ...Contract position based out of Remote, OR. Pay and Benefits The... ...401(k) Retirement Plan – Pre-tax and Roth post-tax contributions... ...) Workplace Type This is a fully remote position. Application...Remote workTaxContract workTemporary workShift workRemote2 days ago$204.26k - $306.38k
...City Rochester State MN Remote YES Department Digital... ...other care provider according to U.S. News & World Report. As we... ...with national network. Pre-Tax Savings: HSA and FSAs for... ...Principal Data Analytics & AI Strategist is a principal‑level individual...Remote workTaxFull timeFlexible hoursWeekend workMayo Clinic
Remote24 days ago$150k - $180k
..., business management, tax, estate, insurance, and... ...110+ cities across the U.S. Ranked the #1 RIA Firm... .... Investment Strategists support the firm’s regional... ...multiple stakeholders working remotely across the United... ...: This position can be fully remote, but have preference...Remote workTaxFull timeTemporary workWork at officeLocal areaFlexible hours$22.5 - $36.49 per hour
...Ferguson is currently seeking a Proposal Strategist to support proposal development and... ...Integration, Operations, Legal, Risk Management, Tax, Supplier Diversity and Minority... ...involvement opportunities and much more! Fully Remote Position Pay Range $22.50 - $36.49 The Estimated...Remote workTaxHourly payFor contractorsLocal areaFlexible hours$51 per hour
...2026 High School ESL/ELL Math U.S. Certified Teacher - Virtual... .... Want to teach part‑time and remotely? We are hiring teachers certified... ...9) - no benefits provided, or taxes withheld. Paid per hourly... ...relationships with your students. Fully remote - teach from home!...Remote workTaxHourly payPart timeLive inMonday to Friday10 hours per weekFlexible hours$85k - $95k
...marketing agency in the U.S. across the media that... ...Waste. We support 100% remote work for this role! We... ...Audio & Display (TVAD) Strategist , you will plan and... ...Commerce/Retail Media) in your Pod. We align scope and... ...unlimited paid time off, a fully remote environment, and...Remote workFull timeTinuiti
North Carolina1 day ago$41 per unit
...Grade Levels K-12 Reading Interventionist U.S. Certified Teacher - Virtual Join the... ...Elevate K-12 Teacher network to apply for a fully remote, part‑time reading interventionist... ...Contractor (1099) - no benefits provided or taxes withheld. Paid per hourly session taught...Remote workTaxHourly payContract workPart timeFor contractorsLive inMonday to Friday10 hours per weekFlexible hours$140k - $160k
...minimum of 4 days weekly in the office. Non-remote employees must be willing to work this... ...service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning... ...on Estate Planning, Business Planning & Tax Planning strategies. The person in this role...Remote workTaxFull timeFor contractorsWork at office- U.S. Remote Parachute Health is transforming post-acute care as the leading digital ordering platform for medical equipment and supplies... ...that work over and grow it for the long term. As our Catalog Strategist & Taxonomist, you will be the expert on our taxonomy,...Remote jobFull timeContract workSummer workWork at officeLocal areaImmediate startHome officeFlexible hours
- ...thinking strategies, working closely with advisors to help clients make well-informed decisions and achieve their goals. The Senior Tax Strategist will join the Tax Strategy team within J.P. Morgan Private Advisory and report directly to the Head of Tax Strategy. This...TaxWork experience placementWork at office
- ...thinking strategies, working closely with advisors to help clients make well-informed decisions and achieve their goals. The Senior Tax Strategist will join the Tax Strategy team within J.P. Morgan Private Advisory and report directly to the Head of Tax Strategy. This...TaxWork experience placementWork at office
- ...Independent Contractor Location: Remote | Philippines | Taiwan | China... ....C. is a leading, full-service U.S. immigration law firm with... ...closely with external CPAs during tax filings, audits, and reviews.... ...Comfortable working independently in a fully remote environment. Why Join...Remote workTaxFull timeFor contractorsFlexible hours
- Job Responsibilities Engage directly with clients and prospects who have complex tax and wealth structuring situations, in conjunction with their primary private banking coverage team and external advisors, to find or develop bespoke solutions to address their needs....TaxWork experience placementWork at office
$120k - $140k
...Springs, CO with over $11.7M in revenue actively seeking a 100% Remote Firm Strategist to join their team. This firm emphasizes an Exceptional... ...(preferably CPA) firm. Note : We encourage those with tax return preparation experience who are looking for a new path...Remote workTaxFull timeSummer workSR Staffing
Colorado Springs, CO4 days ago$90k - $110k
...sustainable.The Opportunity:The Public Relations Strategist will lead media relations and thought... ...Paid HolidaysLife InsurancePre-tax commuter benefitsProfessional DevelopmentCompetitive... ...employer and a participant in the U.S. Federal E-Verify program. All qualified...TaxLocal areaWorldwide- ...service. Overview:At Northern Trust, our Wealth Strategist position is a key business development... ...your knowledge of wealth transfer and tax planning strategies.You’ll cultivate internal... ...must be authorized to work in the U.S. without the need for employment-based visa...TaxFull timeH1bLocal areaWorldwideFlexible hours
- ...Wealth Strategist We're looking for a seasoned and client-focused Wealth Strategist to join... ...covering investment, retirement, estate, tax, risk management, and business succession... ...credit check This is a full-time, non-remote position FLSA Status: ~...Remote workTaxFull timeLocal area
United Community Bank
Brentwood, TN4 days ago $72.7k - $144k
Crowe is seeking a Senior Tax Associate in Houston, Texas, to identify tax planning and consulting opportunities for clients in the... ...construction and real-estate sectors. This hybrid position allows remote flexibility while ensuring in-person collaboration. The ideal...Remote workTax$126.82k - $149.2k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses... ...from Day One.Job DescriptionThe PWM Wealth Strategist is responsible for working with Private Wealth... ...matter expert in estate and income tax planning, protection planning, business succession...TaxFull timeWork experience placementWork at officeLocal area- Abode Money, a growing technology company based in Washington, is seeking a Property Tax Appeals Advisor to support our expansion efforts. This hourly consulting role will involve providing regulatory insights and county-specific guidance related to property tax protests...Remote jobTaxHourly pay
$72.7k - $144k
Crowe is seeking a Senior Tax Associate to identify and implement tax planning and consulting opportunities for clients in construction... ...and mentorship in a hybrid work environment that combines remote and in-person collaboration. The ideal candidate will have a BS...Remote workTax$200k - $240k
...What you'll be doing As a Senior Wealth Strategist, you are responsible for supporting and... ...clients understand their estate planning, tax planning, philanthropic vehicles, life... ...work arrangement (proportion of on-site and remote work) will be discussed at the time of...Remote workTaxFull timeCIBC
Denver, CO3 days ago- Crowe in Columbus, Ohio is seeking a Senior Tax Associate to identify tax planning opportunities within the construction and real estate... .... This position operates in a hybrid work environment, balancing remote work with in-person collaboration. #J-18808-Ljbffr CroweRemote workTax
- Remote is seeking a Payroll Compliance Expert to act as the trusted regulatory advisor for your country or region, helping design, build... ...at scale. You will serve as the SME for payroll legislation, tax, social security, labour, and employment requirements within assigned...Remote jobTax
- ...Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on estate, business, and tax planning, and adapting solutions for high-net-worth clients. The ideal candidate has 10+ years of experience, a CFP designation, and...Remote jobTax
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to RETS Pod Tax Strategist (Fully Remote - U.S.). Be the first to apply!
Related searches
- senior brand strategist Colorado Springs, CO
- international tax senior Colorado Springs, CO
- tax services Colorado Springs, CO
- tax professional Colorado Springs, CO
- sales tax Colorado Springs, CO
- tax compliance Colorado Springs, CO
- senior manager tax Colorado Springs, CO
- senior tax Colorado Springs, CO
- tax law Colorado Springs, CO
- payroll tax Colorado Springs, CO