Lead the plan. Save clients real money. Skip the busy season.
Tax Strategist at Keystone CPA, an 18 year firm that works only with real estate investors. You'll lead client strategy meetings, design tax saving plans and help shape how the firm plans.
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.
$70,000 to $160,000 base salary, depending on experience.
Bonus, plus 401(k) with profit sharing.
Overtime is paid. Rare at this level. If client work builds up, you're paid for the extra hours rather than expected to absorb them.
Health insurance, paid time off plus firm holidays, and CPA/CPE support.
You won't just file returns. You'll design the plan.
Keystone's clients come for proactive planning. Strategists own those conversations: you meet the client, find the savings, and turn it into a clear written plan they can act on.
What you'll work on
- Leading strategy meetings. Run planning calls with real estate investors and their entities
- Designing tax saving plans. Entity structure, cost segregation, depreciation, 1031s, real estate professional status
- Writing it up, on time. A clear write up after every meeting, because late plans cost clients and the firm
- Reviewing returns across 1040s, 1065s and 1120S where planning meets compliance
- Mentoring specialists and helping evolve how the firm plans
What you'll have
- You report to the firm's founders
- A team of strategists and specialists you work alongside
- Flexible hours, with overlap for Monday internal meetings
- Clients who come to you for planning, not just filing
- A path to more complex client portfolios and leadership
A good first year.
The standard, stated before you apply.
Every plan you write has a dollar value for the client. That's why Keystone pays overtime: they would rather you finish the plan than leave a client waiting.
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 want a compliance only role
- You run your own practice and can't give a full 40 hours
- You'd rather not lead client meetings
- You've had several short stints with no clear reasons
- You're based outside the US