RETS Pod Tax Strategist (Fully Remote – U.S.) at Wertz & Associates | Torre
RETS Pod Tax Strategist (Fully Remote – U.S.)
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Wertz & Associates

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

Wertz & Associates
Emma
Emma
You'll shape advanced real estate tax strategies, advising high-level clients and accelerating your leadership path.
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Full-time

Legal agreement: Employment

Compensation
USD130k - 150k/year
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Remote (for United States residents)
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Emma of Torre.ai
 8 days ago

Requirements and responsibilities

About the job RETS Pod Tax Strategist (Fully Remote – U.S.)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 UniqueStrategy-first (not just return prep)Lead high-level client advisory sessions + tax planningWork across real estate + advanced/niche strategiesBe part of a new, growing specialized group you'll help shapeClear path: Manager Senior Manager PartnerWhat You'll Be DoingLead tax strategy sessions and advisory engagementsGuide clients through real estate and advanced tax planningAnalyze STR strategy, REPS, cost seg, and investment structuresStress-test strategies and deliver real-world tax outcomesServe as a trusted advisor on complex decisionsSupport tax season prep alongside the RETS Pod teamHelp shape processes within a growing specialized practiceQualificationsCPA or EA (required)5+ years of public accounting experienceStrong client-facing + advisory experienceDeep understanding of real estate / advanced tax strategiesAbility to translate complex ideas into clear client guidanceComfortable leading difficult, high-stakes financial conversationsWhy This RoleTrue advisor position (not just compliance work)Work directly with high-level, sophisticated clientsExposure to advanced tax strategies across multiple asset classesFully remote with a modern, growth-focused firmReal career acceleration into leadership / partner trackBottom 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.
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