Job Opportunities in the I2BF Portfolio

I2BF Global Ventures

Experienced Tax Advisor

Harness Wealth

Harness Wealth

United States
Posted on Monday, April 8, 2024

Tax Advisor

Build Your Tax Practice- Powered by Harness

At Harness, our mission is to provide the next generation of builders confidence in the path to their best financial future. We aim to make bespoke tax and financial advice accessible, intuitive, and valuable by building a holistic wealth platform.

As a Harness tax advisor, you will work directly with the team to build out your tax practice the way that you have envisioned it. Clients are at the heart of our business, and we put their goals and objectives at the forefront of our work. As you work with the support of a community of professionals, you will be a part of a team who will guide you to build a valuable practice. You will have access to a host of tools, resources, and guidance to develop and continually improve your skill set.

We will provide top-quality clients from our marketplace, the support of a community of diverse industry professionals, timesaving technology to power your practice, admin support for your practice, and concierge-level support for your clients.

You will:

· Receive high-quality leads that match your experience and areas of specialty

· Serve as a trusted advisor to your clients

· Drive a world-class client experience

· Operate and manage the tax compliance, tax planning, and additional advisory services for your practice

· Prepare complex returns for both individual and entity taxpayers

The ideal candidate:

· Has an entrepreneurial mindset

· Wants to start a tax practice with mitigated risk

· Embodies the highest level of professionalism and integrity

· Is able to build and maintain high-quality relationships with clients

· Has substantial experience navigating complex tax scenarios with clients and guiding them with their tax planning and compliance needs

· Currently has the following licenses or designations: CPA, EA, LLM- tax, MST

· Experience at a Top 50 tax firm with signing authority (manager or above)

· Has an existing book of business – preferred, but not required

Featured non-employment benefits:

· Business development through top-quality leads

· Technology to power your practice

· Admin support and concierge client support

· Peer support

· Harness will assist with identifying quality human capital solutions for your practice

We value people with a diversity of experiences. Harness Wealth is proud to be an equal opportunity workplace and does not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Please read more about our commitment to diversity and inclusion here-