Learn planning from the inside. Then run your own clients.
Tax Planning Specialist at Keystone CPA, an 18 year firm that works only with real estate investors. You'll work alongside the firm's strategists, then take on your own clients within your first few months.
NR Recruiting is running this search on behalf of Keystone. You apply here, we review it, and if there's a fit we introduce you to the team. The role is with Keystone directly.
Compensation, on one page.
Base depends on experience. Here's the full package.
Depending on experience. Bonus and a 401(k) with profit sharing on top.
$65,000 to $110,000 base salary, depending on experience.
Bonus, plus 401(k) with profit sharing.
Overtime and sick pay. If your workload builds up, you're paid for the extra hours.
Health insurance, paid time off plus firm holidays, and CPA/CPE support.
Move beyond compliance. Into planning.
Specialists support Keystone's strategists on real client planning work. You'll shadow calls, build the analysis and write ups, and step into running your own simpler clients once you're trained.
What you'll work on
- Supporting strategy calls. Join planning meetings with different strategists and their approaches
- Building the plan. Projections, entity analysis and the numbers behind each recommendation
- Writing it up. Clear, on time client write ups after every meeting
- Reviewing returns across 1040s, 1065s and 1120S
- Running your own clients once you're trained, starting with simpler cases
What you'll have
- Structured training at 30, 60, 90 and 120 days
- Support from the whole strategist team, not one manager
- Flexible hours, with overlap for Monday internal meetings
- Real estate investor clients and real planning work
- A clear path to Tax Strategist
A good first year.
The standard, stated before you apply.
Most tax seniors spend years in compliance before they see planning. Here you're in client strategy calls from your first month.
18 years. Only real estate investors.
Keystone CPA is a tax planning firm based in Fullerton, California, that works exclusively with real estate investors. Clients come to Keystone to plan ahead and reduce their taxes, not just to file a return once a year.
- Real estate investors only: individuals, partnerships and S corps holding property
- Proactive planning: entity structure, cost segregation, depreciation, 1031 exchanges
- About 25 to 30 people, working remotely across the US
- A small, low ego team that values ownership and getting things done
- Leaning into AI and automation across the firm
NR Recruiting is the recruiting arm of NetRevenue. We find, vet and introduce the people a business runs on, and we're running this search for Keystone.
Five steps, no surprises.
Here's every step between this application and an offer.
The bar, stated plainly.
This is what Keystone needs, so you can decide before you apply.
Skip this one if
- You'd rather stay in pure compliance
- You're not comfortable speaking with clients
- You run your own practice and can't give a full 40 hours
- You've had several short stints with no clear reasons
- You're based outside the US