Tax Strategist - Small Business Advocate Do you feel like there’s something missing in your current accounting role? Could you add more value to clients' lives than just filling out tax forms? Do you hate the pressure and intensity of the busy season? What if you could work with clients interested in proactively approaching their taxes? Imagine a world where the clients work with you throughout the year, and you can show them how much money you help put into their pockets. They’re actually grateful for the work you did. Well, imagine no longer. Such a place exists. About Us: At Pennywise Tax Strategies, we are not just a tax preparation firm; we help small business owners take control of their income taxes and find hope for businesses supporting their professional mission and personal goals. Our team is driven by passion, expertise, and the desire to redefine “tax accountant” into “trusted advisor.” We are building a team of trusted advisors to guide our small business clients through the planning, implementation, and filing of their income taxes with tax planning that supports both their business and life in accordance with the law. The Role: We are looking for someone who takes pride in solving tricky problems for struggling venture creators. Generally, we meet with clients once per month to review their business's progress for the year. We build tax plans and help implement and document strategies that put more money in clients' pockets. This is not a traditional tax prep role. This is more in line with tax advisory, and we serve primarily small businesses and venture creators. Responsibilities: • Identify and implement cutting-edge tax strategies for a diverse portfolio of clients. • Stay ahead of the curve with continuous research on tax laws, regulations, and best practices. • Provide expert tax planning and advisory services tailored to each client's unique needs. • Collaborate with our financial advisors and wealth management team to deliver holistic solutions. • Represent clients in tax audits and liaise with tax authorities as needed. • Mentor fellow team members and foster a culture of continuous learning and innovation. Qualifications: • We would prefer an EA, CPA, or Tax Attorney. • Prefer 3-5 years of experience in tax strategy, planning, and compliance. • Exceptional analytical skills and attention to detail. • Strong communication skills with the ability to explain complex tax concepts clearly. • Proficiency in tax software and technology-driven solutions. • A proactive, problem-solving mindset with a passion for innovation. Compensation: $75,000 - $90,000 yearly

• Identify and implement cutting-edge tax strategies for a diverse portfolio of clients. • Stay ahead of the curve with continuous research on tax laws, regulations, and best practices. • Provide expert tax planning and advisory services tailored to each client's unique needs. • Collaborate with our financial advisors and wealth management team to deliver holistic solutions. • Represent clients in tax audits and liaise with tax authorities as needed. • Mentor fellow team members and foster a culture of continuous learning and innovation.