Job description
Remote Tax Advisor
A progressive CPA firm is seeking a Remote Tax Advisor to join their team. This role focuses on proactive tax advisory services for strategic business groups, growth-stage entrepreneurs, and HNWIs and families, leveraging cloud technology and a high-touch service model.
Key Responsibilities:
Client Advisory & Relationship Management
- Serve as the primary advisor for a portfolio of entrepreneurial and high-income clients, leading quarterly advisory meetings and delivering proactive tax planning.
- Lead quarterly client advisory meetings to review financials, projections, and tax strategies.
- Translate complex tax concepts into clear, actionable guidance for business owners.
- Lead tax preparation for your client portfolio.
- Proactively identify planning opportunities based on changes in client circumstances and tax law.
- Support the development of junior staff by exposing them to advisory work and client interactions.
Tax Strategy & Planning
- Develop, maintain, and update customized tax plans for clients.
- Work with your team to implement tax strategies efficiently and ensure compliance aligns with the client's overall financial goals.
- Deliver timely year-end tax planning to maximize tax savings and minimize surprises.
- Understand and apply tax strategies across different client profiles, including small business owners and high-net-worth individuals.
Tax Oversight & Quality Control
- Lead a dedicated client service team of 2-4 tax professionals, coordinating workflow, mentoring staff, and ensuring high-quality deliverables. Manage team capacity, workflow, and deadlines.
- Review and finalize tax returns, projections, and advisory deliverables for accuracy and quality.
- Ensure tax filings reflect the client's defined goals for financial and advisory strategy.
Qualifications:
- CPA or Enrolled Agent licensure REQUIRED.
- Bachelor's degree in Accounting or a related field.
- 7 years of advisory experience and tax preparation in public accounting.
- Recent public accounting experience required.
- Strong foundation in individual and small business taxation.
- Experience in tax planning and advisory work.
- Comfortable leading client conversations and presenting strategic recommendations.
- Strong communication skills and client presence.
- Ability to balance technical accuracy with practical, business-focused advice.
- Skilled in developing long-term client relationships.
Additional Information:
- Flexible remote or hybrid work; no commute.
- Competitive compensation, generous benefits package including health insurance, PTO, 401k, and performance bonuses.
- Modern, cloud-based systems.
Compensation: $130,000-$130,000 per year.
If you meet the qualifications, please forward a current copy of your resume and state your salary requirements.