Tax Planning Manager
Prosperl CPA
Tax Planning Manager
Prosperl CPA
WANTED - Tax geeks to Become Elite Advisors
Join a mission-driven firm dedicated to creating financial freedom for entrepreneurs. You won't just be filing returns; you'll be a pivotal advisor whose work directly impacts clients' ability to grow their businesses and achieve their goals by architecting significant, life-changing tax savings.
This role is for a high-performing tax professional ready to evolve from a traditional compliance role into an elite strategic advisor. At Prosperl CPA, you will be pivotal in our mission to create financial freedom for entrepreneurs by designing and implementing advanced tax reduction strategies. You will work directly with clients to understand their financial landscape, project the impact of key decisions, and guide them through the implementation of strategies that save them millions.
You'll learn how to save our clients millions in taxes with case studies, tax projections, and direct feedback from the firm owner. Within 2 months, you’ll join client meetings and actively assist with tax reduction strategies. Twice a month, you’ll train with industry leaders and gain insights you’ll never find in a classroom or textbook, and take part in a 3 day company retreat.
Who We Are
Prosperl CPA exists to create freedom for entrepreneurs through advanced tax planning. Our team is built of high performers: former college athletes, musicians, moms, and Big 4 alumni. We are disciplined, competitive, and unapologetically focused on results.
Key Performance Objectives
Learn Advanced Tax Advisory
Within the first 90 days, successfully transition from a compliance-focused role to a strategic advisor by mastering the firm's advanced tax planning methodologies. You will take ownership of a portfolio of 5-7 high-value clients, actively participate in strategy meetings, and independently develop tax projection models that identify a minimum of $250,000 in potential annual savings for your assigned clients, receiving a client satisfaction score of 90% or higher based on proactive communication and actionable advice.
Drive Measurable Client Tax Savings
By the end of month six, lead the implementation of foundational and advanced tax reduction strategies for your client portfolio, resulting in a documented average client tax savings of 15-20% compared to their prior tax position. This includes collaborating with the tax compliance team to ensure all strategies are executed flawlessly, elections are filed correctly, and clients remain fully compliant while maximizing their financial benefits.
Develop & Coach Team Members
Over the first year, contribute to the firm's growth by dedicating approximately 10% of your time to coaching and mentoring junior staff on client engagements and technical tax strategies. You will lead at least two internal training sessions on a specialized tax topic, improving the overall skill level of the team and helping to standardize best practices for client advisory and communication.
Responsibilities
Who We're Looking For...
You’re not average. You’re not here for “just experience.” You’re hungry, gritty, disciplined, growth-minded, and LOVE learning about taxes
You follow instructions, take feedback, and meet deadlines without excuses.
Requirements
Within reach of Atlanta
At least CPA or EA
Minimum of 5 years' experience in tax
ALL APPLICANTS WILL ARRANGE FOR REFERENCE CALLS
Next Steps:
1) Learn more about us and the role here: https://vimeo.com/1130374643/927ad83ecb?
2) Explore our firm at https://www.prosperlcpa.com/careers and apply
Job Type: Full-time
Base Pay: Starting at $160,000 + Bonus
Benefits:
Experience:
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