Remote Tax Advisor

Overview

A Remote Tax Advisor is needed at a progressive CPA firm to build relationships with clients, focusing on quality tax advisory rather than volume-based compliance.

In Short

• Serve as the primary advisor for a portfolio of entrepreneurial and high-income clients.
• Lead quarterly client advisory meetings to review financials and tax strategies.
• Translate complex tax concepts into clear guidance for business owners.
• Ensure final results by leading tax preparation for clients.
• Identify planning opportunities based on changes in client circumstances and tax law.
• Develop and maintain customized tax plans for clients.
• Lead a dedicated client service team of tax professionals.
• Review and finalize tax returns for accuracy and quality.
• Deliver timely year-end tax planning to maximize savings.
• Flexible remote or hybrid work options available.

Requirements

• CPA or Enrolled Agents licensure required.
• Bachelor's degree in Accounting or a related field.
• 7+ years of advisory experience in public accounting.
• Strong foundation in individual and small business taxation.
• Experience in tax planning and advisory work.
• Strong communication skills and client presence.
• Ability to balance technical accuracy with practical advice.
• Skilled in developing long-term client relationships.

Benefits

• Competitive compensation and generous benefits package.
• Health insurance, PTO, and 401k.
• Performance bonuses available.
• Modern, cloud-based systems for efficiency.