POSITION: Tax Strategist
COMPANY: Melanin Money
REPORTING TO: Da-zha Jones, Director of Planning
STATUS: FT Employee (W2)
COMPENSATION: $100,000-110,000/yr, based on experience + performance bonus
BENEFITS: Health and personal life insurance, generous holiday allowance, financial planning services, flexible schedule, remote
LOCATION: Remote, 9AM-6PM ET, 40-50 hrs/wk with flexibility during tax season; open to US residents (preference for applicants located in ET); ability to travel 3-5 times per year
START DATE: September 8, 2025
APPLICATIONS ACCEPTED THROUGH: August 18, 2025

OUR CORE VALUES

• INNOVATION: We never settle for doing things the old way. We stay curious about how we can make things more seamless, refined and world-class for our clients.
• COLLABORATION: We operate as a team. We provide support to one another. We help each other and express empathy.
• EXCELLENCE: We set the standard. We don’t check the box and do anything status quo. We make it clear that we are the market leaders in all that we do.
• INTEGRITY: We do the right thing, the right way. We don’t take shortcuts because it only comes back to bite later on.
• ACCOUNTABILITY: We do what we say we are going to do, when we say we are going to do it. When things don’t go as planned, we take ownership and fix it immediately, instead of waiting and pointing blame.
  >> APPLY by AUGUST 18, 2025.
  Melanin Money is an equal-opportunity employer. We are committed to creating an inclusive and diverse workplace where all employees are treated with respect and dignity. We provide equal employment opportunities to all individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, neurodiversity, age, veteran status, military service, political affiliation, or any other characteristic protected by law. We encourage applicants of all backgrounds to apply. If you need assistance or accommodation due to a disability, you may contact us at: hr@melaninmoney.com This job description is not all-inclusive, and certain activities, duties or responsibilities may be required of the employee as needed

Tax Planning + Development

• Develop comprehensive, personalized tax strategy plans tailored to a diverse range of client profiles, including:

• • Entrepreneurs and closely held business owners (e.g., S-Corps, LLCs, partnerships)
• High-income W2 employees with complex income and equity structures
• Real estate investors and alternative asset holders
• Clients with multi-entity business and/or investment portfolios
• Proactively identify opportunities for advanced tax planning, including but not limited to:
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• Strategic entity structuring and business optimization

• Qualified retirement plan design and funding strategies
• Real estate tax optimization
• Charitable giving strategies
• Legacy and generational wealth transfer planning
• Prepare client-facing tax plans using TaxPlanIQ, including written planned summaries and recorded [Loom] video explanations with clear and actionable speaking points for advisors
• Ensure all plans and recommendations are fully documented in accordance with firm standards and compliance protocols

Tax Research + Analysis

• Conduct in-depth tax analyses based on client financial data, tax returns, and entity structures shared by financial advisors
• Research complex and evolving tax laws, IRS regulations, court rulings, and advanced planning concepts to inform strategy development
• Proactively monitor legislative and regulatory changes (e.g., new bills, tax law proposals), and deliver internal briefs with clear summary of relevant provisions, strategic implications for clients, and actionable recommendations

Financial Advisor Support/Collaboration

• Collaborate directly with financial advisors to ensure tax strategies align with broader financial planning goals and client outcomes
• Prepare and deliver internal trainings (using Canva) to build advisor fluency and understanding of advanced tax strategies and planning concepts
• Serve as a subject matter expert and trusted partner to the advisory team- providing technical insights and planning recommendations, while ensuring they feel supported, well-equipped, and confident when presenting tax strategies to clients