Remote Tax Advisor, CPA Firm

Company Description

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.

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

Qualifications

• 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

Additional Information

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.