Tax Strategist (Remote)
14 days ago
Dallas
Job Description POSITION: Tax Strategist COMPANY: Melanin Money REPORTING TO: Da-zha Jones, Director of Planning STATUS: FT Employee (W2) COMPENSATION: $100,000-110,000/yr, based on experience + performance bonus BENEFITS: Health and personal life insurance, generous holiday allowance, financial planning services, flexible schedule, remote LOCATION: Remote, 9AM-6PM ET, 40-50 hrs/wk with flexibility during tax season; open to US residents (preference for applicants located in ET); ability to travel 3-5 times per year START DATE: September 8, 2025 APPLICATIONS ACCEPTED THROUGH: August 18, 2025 ABOUT THE TAX STRATEGIST POSITION At Melanin Money, we are on a mission to close the Wealth Gap by $100 billion- by helping one hundred thousand people of color achieve their first $1 million in net worth. Through curriculum, community, and coaching, we help people of color build wealth so that they can live the life they have always dreamed of. We are excited to be searching for an experienced Tax Strategist who brings deep expertise, forward-thinking solutions, and a passion for helping entrepreneurs and professionals keep more of what they earn while building generational wealth. The candidate who joins us will develop sophisticated, customized tax strategies for entrepreneurs, business owners, real estate investors, and high-income W2 professionals. While this role is not primarily client-facing, it plays a critical role in supporting our financial advisors with expert tax guidance, detailed written plans, and clear, recorded explanations of proposed strategies- enabling them to confidently present, explain, and implement tax plans in client meetings. This is a remote, full-time employee role (40-50 hours per week, with some flexibility during tax season) open to US residents, with a preference for applicants located in the Eastern Time Zone. Candidates must be available to travel 3-5 times per year, and must have a minimum of 3+ years of experience in advanced tax planning and strategy, with a strong preference for experience focused on entrepreneurs and business-owners. While not required, CPA or EA license is strongly preferred. YOU'RE PERFECT FOR MELANIN MONEY IF... • You have deep expertise across a range of tax domains— including business taxation, W2 income optimization, real estate strategies, retirement plans, and alternative investments., • You are confident in your knowledge— but not rigid in your thinking. You're always open to learning, evolving, and exploring new strategies to maximize client outcomes, while equally comfortable challenging ideas that don't hold up to scrutiny or serve the client's best interests., • You are naturally consultative— actively listening and asking thoughtful follow-ups to uncover context and deliver better recommendations., • You blend analytical thinking with practical execution— ensuring your strategies are grounded in diligence, accuracy, and a deep understanding of the law., • You have a strong internal compass, balancing creativity with compliance. You push boundaries thoughtfully, navigate tax law with precision to maximize outcomes, and know how to say, "I wouldn't recommend this, and here's why," when a tactic doesn't serve the client or align with regulations., • You value accountability and follow through on commitments; if something falls off track, you communicate quickly and clearly so the team can stay aligned., • You are a skilled communicator who distills complex tax law into clear, digestible, and actionable guidance-whether speaking to seasoned financial advisors or clients new to tax strategy., • You believe tax strategy is about education and empowerment, not just instruction. You explain the "why" behind your recommendations to build client trust and understanding., • You thrive in an autonomous and evolving environment. You're proactive, organized, and resourceful, and maintain momentum across projects and deadlines without sacrificing accuracy or detail., • You enjoy the behind-the-scenes strategy work that empowers others on your team to succeed and makes a significant impact on client outcomes while supporting the broader vision., • You welcome feedback as a tool for growth in both your craft and communication., • You lead with integrity and professionalism— in your recommendations, relationships, and how you show up to your team and clients., • You are genuinely excited to join a mission-driven firm working to close the wealth gap for people of color and help clients build generational wealth., • You have previous experience with remote, cross-functional teams (a plus)., • You are fluent with tax planning software, CRMs, and remote collaboration tools., • You have 3+ years of experience in advanced tax planning (required), ideally with a focus on entrepreneurs, business owners, or real estate investors., • You hold an active CPA or EA license in good standing— or bring equivalent experience and technical rigor. RESPONSIBILITIES Tax Planning + Development • Develop comprehensive, personalized tax strategy plans tailored to a diverse range of client profiles, including:, • Entrepreneurs and closely held business owners (e.g., S-Corps, LLCs, partnerships), • High-income W2 employees with complex income and equity structures, • Real estate investors and alternative asset holders, • Clients with multi-entity business and/or investment portfolios, • Proactively identify opportunities for advanced tax planning, including but not limited to:, • Strategic entity structuring and business optimization, • Qualified retirement plan design and funding strategies, • Real estate tax optimization, • Charitable giving strategies, • Legacy and generational wealth transfer planning, • Prepare client-facing tax plans using TaxPlanIQ, including written planned summaries and recorded [Loom] video explanations with clear and actionable speaking points for advisors, • Conduct in-depth tax analyses based on client financial data, tax returns, and entity structures shared by financial advisors, • Research complex and evolving tax laws, IRS regulations, court rulings, and advanced planning concepts to inform strategy development, • Collaborate directly with financial advisors to ensure tax strategies align with broader financial planning goals and client outcomes, • Prepare and deliver internal trainings (using Canva) to build advisor fluency and understanding of advanced tax strategies and planning concepts, • Serve as a subject matter expert and trusted partner to the advisory team- providing technical insights and planning recommendations, while ensuring they feel supported, well-equipped, and confident when presenting tax strategies to clients TOOLS YOU'LL USE • Canva, • Google Sheets, • Hubspot, • Loom, • TaxPlanIQ, • RightCapital, • Slack, • Zoom ABOUT THE FOUNDERS + MELANIN MONEY George Acheampong is a finance and entrepreneurship thought leader and Co-Founder of Melanin Money. With over a decade of experience as a financial advisor and wealth planner, he is also the Founder and Managing Partner of Capitalwize, LLC- a Financial Planning and Investment Management Firm. Carter Cofield is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Co-Founder at Melanin Money. He is also the Lead Advisor at Cofield Advisors, LLC, and has devoted his professional journey to empowering entrepreneurs to thrive by strategically navigating their taxes. Melanin Money is the #1 Brand for wealth builders of color, creating a space curated exclusively to serve aspiring and current 1st Generation Melanin millionaires-helping them become legacy leavers for their families. OUR CORE VALUES • INNOVATION: We never settle for doing things the old way. We stay curious about how we can make things more seamless, refined and world-class for our clients., • COLLABORATION: We operate as a team. We provide support to one another. We help each other and express empathy., • EXCELLENCE: We set the standard. We don't check the box and do anything status quo. We make it clear that we are the market leaders in all that we do., • INTEGRITY: We do the right thing, the right way. We don't take shortcuts because it only comes back to bite later on., • ACCOUNTABILITY: We do what we say we are going to do, when we say we are going to do it. When things don't go as planned, we take ownership and fix it immediately, instead of waiting and pointing blame. > APPLY by AUGUST 18, 2025. Melanin Money is an equal-opportunity employer. We are committed to creating an inclusive and diverse workplace where all employees are treated with respect and dignity. We provide equal employment opportunities to all individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, neurodiversity, age, veteran status, military service, political affiliation, or any other characteristic protected by law. We encourage applicants of all backgrounds to apply. If you need assistance or accommodation due to a disability, you may contact us at: This job description is not all-inclusive, and certain activities, duties or responsibilities may be required of the employee as needed. Job Posted by ApplicantPro