TaxMaster™ is a division of a pure fiduciary/fee-only advisor offering cutting edge investment, tax, legal (trust/estate/asset protection) integrated “total wealth care” advice – all in house. This is not a sales position. Extremely competitive base, benefits including health and 401k, and generous profits based bonus package with equity grant opportunities for outstanding performers.

Do you yearn to do even better for tax clients than you are now, better than your existing resources allow, or even better than you may believe possible? The difference between average tax – and really smart tax – is extraordinary. How is it Jeff Bezos and Amazon pay little to no tax despite incredible success? You can create results like this in your practice, if you have the right resources. If this intrigues
you, we would like to get to know you better.

TaxMaster™ believes that taxes saved is wealth supercharged.

No other skill can preserve & compound wealth like smart tax. Converting avoidable tax to family wealth is like turning lead to gold. It is also lots easier, if you know how.
TaxMaster™ is proud to have saved literally hundreds of millions in tax for families across the U.S. We are passionate about finding ways to effortlessly compound families’ wealth. But when we review returns from other shops, we find this is rarely the case. It seems that finding ordinary tax advisors is easy. Finding effective, innovative masters of tax law is hard. So the status quo for most taxpayers looks like this:

1. David Ramsey: Every year, more than 2 million taxpayers overpay their income tax.
2. Forbes: 93% of business owners overpay their taxes – even those with high dollar CPAs.
3. IRS: Business owners overpay their taxes by $50 billion each year.
4. Kiplinger’s: lack of deep preparer expertise wastes countless wealth to avoidable taxes.

Per the CPA/tax lawyer author: “if a client asks ‘What can I do to reduce my tax bill and the CPA’s response is that they’re already doing everything they can do, it’s probably time to find someone else.”
Why is it like this? Tax law is vast and mind-numbingly complex. 70,000-pages at last count, and growing. Hypnotic tax software can give preparers a false sense of security that “everything has been done,” when the reality is all software has lots of tax law and accounting mapping errors. You need to check the law, but the learning curve is steep and expensive. But at the most expert levels, the ability of
highly trained tax advisory to create family wealth by legally avoiding taxes is extraordinary. This is the kind of advice the Bezos of the world get, and you can deliver it too.

So how does TaxMaster get our kind of results?

Our team has developed a very tight system to leave no tax stone unturned. We are led and taught by an award-winning, nationally-recognized financial planning PhD & Georgetown Law Master of Tax Law candidate (see awards and national recognition here). And we don’t just expertly advice on income & estate tax. We pull it all together with legal – including trust, asset protection, and business entity design and documents – and affiliated total wealth care including nationally-ranked investment advisory. Totally fee-only fiduciary, of course. Our systems let us deliver wealth care on a whole different level that really drives client value and family wealth.

Do you want to talk about changing the tax advisory world by working with us? To drive client value and supercharge family wealth to matchless levels? We routinely save clients tens of thousands, hundreds of thousands, even millions each and every year, and would love to show you how. This is a priceless opportunity to be mentored to an awesome level of knowledge, and to deliver unprecedented quality of advice.

If you HATE to see clients pay tax and yearn to deliver top-grade, totally fiduciary, completely integrated & proactive tax planning, we should talk.
Comp – base, benefits, bonus and profit sharing – is very generous and industry-leading. Caring, nurturing, loving “one-team” culture. Unparalleled opportunity for growth – financial, personal, and professional. Want to learn more? We look forward to your email or application. 

Please respond with your application and contact information for more details and interview discussion.

Local candidates are preferred.