Benefits:- 401(k) matching
- Competitive salary
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
POSITION | Tax Analyst
PRACTICE | Tax Advisory Services
LOCATION | Remote, with occasional travel
SCHEDULE | Full-time
WHY THIS ROLE
Hall Lundstedt is a growing, remote boutique tax advisory and controversy firm. We are looking for a detail-oriented tax analyst who wants to grow into tax strategy and planning, supporting attorney-led advisory work with clean data, careful analysis, and examination-ready documentation.
WHAT YOU’LL DO
– Prepare and review client returns and source documents, verifying the data before analysis begins.
– Run structured analysis through the firm’s AI-assisted tax tools, then check the output against source returns and current law.
– Turn raw tax data into clear, attorney-ready strategy summaries and supporting schedules.
– Track the elections, deadlines, and substantiation each strategy depends on, and log compliance issues as separate corrective items.
– Support the Tax Controversy team with IRS notices, transcripts, and case files.
– Help build the firm by improving our templates, trackers, and processes.
WHO THRIVES HERE
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Client-centric. You treat every client interaction as a reflection of the firm.
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Detail-driven. Every figure you produce traces back to a source document.
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Healthy skeptics. You check AI-generated analysis rather than trust it.
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Straight shooters. You flag what you don’t know early instead of filling gaps with guesses.
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Organized. Multiple engagements and deadlines stay on track on your watch.
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Discreet. You treat client information as confidential, every time.
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Growth-minded. You want to build tax strategy skills while involved in a fast-growing practice.
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Flexible. You are comfortable with changing or newly-developed processes.
WHAT YOU BRING
REQUIRED
– Professional experience in tax, accounting, and/or finance.
– Working knowledge of Forms 1040, 1120, 1120-S, 1065, and related schedules and K-1s.
– Experience preparing individual and income tax returns.
– An active PTIN, or the ability to obtain one.
– Strong analytical skills and clear, plainspoken writing.
– Comfort with AI-assisted tools and processes.
A PLUS
– Bachelor’s degree in accounting, finance, business, or a related field.
– CPA or EA licensure, or eligibility for either.
– Exposure to tax planning or IRS controversy work.
– Experience with practice management software.
THE DETAILS
Location: Remote. A secure, private workspace and reliable internet are required.
Compensation: Competitive salary and benefits package with health insurance, flexible time off, and 401(k) matching.
To apply: Submite your resume and a one-page cover letter explaining how you would add value to the firm.
Hall Lundstedt is an equal opportunity employer. We prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, gender identity, gender expression, national origin, veteran status, disability, genetic information, pregnancy, or any other characteristic protected by federal, state, or local law. Hiring decisions are based solely on qualifications and business needs.This is a remote position.