Tax Advisor, CPA
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Remote Tax Advisor in a CPA firm managing tax advisory services for entrepreneurial and high-income clients. Leading client meetings and supporting junior staff development.
Responsibilities:
- 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
- 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
- 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:
- Flexible remote or hybrid work; no commute
- Competitive compensation, generous benefits package including health insurance, PTO, 401k, and performance bonuses
- Modern, cloud-based systems
Similar Jobs
Tax Director, CPA
Tax Director leading the tax department at a firm transitioning to premium advisory services. Responsible for client relationships, operational excellence, and team development.
Tax Coordinator I – Part-Time
Tax Coordinator I providing administrative support to the tax department focused on tax processes and procedures. Assisting with filing, reporting, and client/vendor inquiries.
Senior Tax Preparer
Experienced Tax Senior / Preparer at a boutique tax firm serving clients for complex tax needs. Preparing tax returns and providing high-quality client service in a remote capacity.
Tax Manager, CPA
Tax Manager overseeing complex tax returns and client communications at a boutique tax firm. Collaborating with firm employees and representing clients to tax agencies.
Analista de Negócios SR – TaxOne
Analista de Negócios responsável pela estrutura do módulo de Reforma Tributária. Atuando em um projeto estratégico na área fiscal com foco em colaboração e inovação.
Income Tax Manager
Income Tax Manager responsible for developing tax strategies, optimizing efficiency and compliance for CBTS enterprise clients. Overseeing compliance, reporting, and tax-related guidance for stakeholders.
Income Tax Manager
Income Tax Manager overseeing US & Canada corporate income tax compliance and complex tax planning initiatives for Orbia Advance Corporation's multinational operations.
SAP Functional Architect – FICO, Global Tax
Global Tax & Regulatory Compliance Functional Solution Architect supporting SAP clients globally. Analyzing regulatory changes and implementing functional solutions with specific expertise in SAP.
International Tax Manager – 12 month FTC
International Tax Manager responsible for tax planning and compliance on global projects. Supports cross-functional teams and stakeholders in various jurisdictions while addressing complex tax issues.
Tax Manager – CPA or CPA Candidate
Remote Tax Manager delivering advisory and tax services at modern accounting firm. Leading tax engagements and building relationships with clients for financial success.
Tax Analyst
Tax Analyst managing surplus lines tax filings and compliance across states for InsCipher. Collaborating with clients and internal teams to ensure accurate reporting and tax obligations.
Principal, Tax Investor Coverage
Principal for Tax Investor Coverage at Crux, enhancing tax credit transactions and buyer partnerships with an AI-driven approach.
Senior Tax Analyst
Senior Tax Analyst automating tax workflows using Alteryx at Global Partners. Collaborating with finance for compliance, reporting, and data management.
Senior Global Tax Technology Analyst
Senior Tax Technology Analyst driving process improvement and automation within the tax department at Assurant. Manages tax data, technology training, and oversees global tax initiatives.
Associate Tax Programmer Specialist
Tax Programmer Specialist creating and maintaining corporate tax software at CSC. Collaborating remotely to ensure compliance with evolving tax laws and documentation standards.
Senior US Tax Expert
Senior US Tax Expert at Business Financial Group specializing in U.S. tax returns and resolutions with a focus on mentoring junior staff.
US Tax Reviewer
US Tax Reviewer ensuring accuracy of tax returns across major entity types. Communicating with clients about return specifics and coordinating resolution on issues.
US Tax Reviewer
US Tax Reviewer finalizing U.S. tax returns for clients based in the Philippines. Ensuring accuracy and compliance before filing while working remotely.
US Tax Reviewer, Latin America
Tax Reviewer overseeing accuracy of U.S. tax returns derived from various entity types. Collaborating with preparers and ensuring e-file readiness before submission.
US Tax Preparer
US Tax Preparer preparing federal and state tax filings from South Africa in a full-time remote capacity. Ensure review-ready returns and effective client communication for tax workflows.