Remote Tax Advisor

Overview

This role is ideal for a smart, reliable, and detail-oriented Tax & Finance Advisor to join a remote tax strategy firm serving high-income individuals, real estate investors, and small business owners.

In Short

• Respond to tax and finance-related inquiries from leads and clients.
• Draft replies reflecting U.S. tax planning insights.
• Research IRS rules for client-specific planning.
• Prepare and review U.S. tax returns (1040, 1120S, 1065, etc.).
• Support clients with real estate and business tax strategies.
• Assist the sales team with technical questions.
• Onboard clients and ensure timely completion of their strategy.
• Maintain client files and document planning notes.
• Collaborate with marketing on tax-related content.

Requirements

• 7+ years of experience in U.S. tax preparation.
• Familiarity with QuickBooks, Drake, ProSeries, or similar software.
• Excellent written English for client communications.
• Comfortable with IRS research.
• Understanding of common U.S. tax strategies.
• Strong organizational skills and attention to detail.

Benefits

• Work from home flexibility.
• Competitive salary based on experience.
• Opportunity to work with high-income clients.
• Collaborative team environment.
• Professional development opportunities.