Remote Tax Advisor, CPA Firm (DMO1055467)
Remote Tax Advisor needed at a progressive CPA firm to build relationships with a book of clients, delivering quality tax advisory. EA or CPA REQUIRED. All review; point person on leading client quarterly advisory meetings, and all things tax.
Job Description
Remote Tax Advisor needed at a progressive CPA firm growing around proactive tax advisory rather than volume-based compliance. The client niche is focused on strategic business groups, growth-stage entrepreneurs, and HNWIs and families. The team leverages 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.
- Ensure the final result by leading tax preparation for your portfolio of clients
- 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. Managing 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
Requirements
- CPA or Enrolled Agents 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
Benefits
What's in it for you:
- Flexible remote or hybrid work; no commute
- Competitive compensation, generous benefits package including health insurance, PTO, 401k, and performance bonuses
- Modern, cloud-based systems
If you feel you have the necessary qualifications, please forward a current copy of your resume and state your salary requirements.