Tax Strategist - Remote

Overview

The Tax Strategist role involves leading a remote team in complex U.S. tax work while supporting high-net-worth clients and business owners.

In Short

• Prepare and review complex U.S. tax returns.
• Ensure tax compliance across federal, state, and local levels.
• Review and coach junior tax/accounting staff.
• Conduct technical sign-offs and tax reviews.
• Develop customized tax planning strategies for clients.
• Oversee monthly financial reporting and quality control.
• Collaborate on financial cleanup and optimization projects.
• Lead internal training and knowledge-sharing initiatives.
• Provide technical insights and advice to clients.
• Maintain high accuracy, accountability, and data integrity.

Requirements

• At least 7-10 years of freelancing experience.
• Active U.S. CPA license (required).
• 2+ years of direct U.S. tax prep and advisory experience.
• Excellent English communication skills (C1/C2 level).
• Demonstrated leadership experience managing tax/accounting teams.
• Strong technical knowledge in U.S. federal and state tax law.
• Proficiency in GAAP-compliant financial reporting.
• Experience advising entrepreneurs, real estate investors, or HNWIs.
• Detail-oriented with strong ethical standards.
• Open to future U.S. travel (visa support may be offered).

Benefits

• Opportunity to work with a stable and responsible business.
• Engagement in a leadership role.
• Remote work flexibility.
• Collaboration with a global team.
• Competitive contractor fee.