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Base pay range
$55,000.00/yr - $65,000.00/yr
About the Company:
Our client is a proactive and strategic tax advisory firm specializing in helping clients save money, protect assets, and grow wealth. Rather than reacting to tax season, the team partners with clients year-round to implement forward-thinking strategies tailored to their unique financial goals. They provide expert tax planning, preparation, and light CFO services for individuals and business owners, ensuring compliance while empowering clients with the insights and systems they need to thrive.
The Role:
As a Tax Advisor, you will play a key role in helping clients achieve long-term financial success through proactive tax strategies and personalized planning. You’ll collaborate closely with clients to identify tax-saving opportunities, ensure compliance, and support informed wealth-building decisions. This is a full-time, remote position suited for a detail-oriented, reliable, and strategic professional who thrives in a client-focused environment.
Key Responsibilities:
Develop tailored tax strategies and provide ongoing tax planning and compliance services for 10-15 client accounts.
Prepare and review individual and business tax returns (1040, 1120S, 1065, Schedule E, etc.).
Research IRS rules, interpret publications, and apply insights to client-specific planning.
Respond to client and prospect inquiries with thoughtful, well-researched guidance.
Support clients with real estate, business, and entity-level tax strategies.
Assist the sales team by answering technical tax questions during client follow-ups.
Manage client onboarding, ensuring all deliverables are organized and deadlines are met.
Collaborate with the marketing team to develop tax-related content and educational materials.
We’re Looking for Candidates Who:
Have 3+ years of U.S. tax preparation experience (individual and/or small business).
Are familiar with QuickBooks, Drake, ProSeries, TaxDome, or similar software.
Have excellent written communication and the ability to explain complex tax concepts clearly.
Are skilled at IRS research and knowledgeable in U.S. tax strategies (QBI, S-corp, SEP IRA, cost segregation, etc.).
Are highly organized, detail-oriented, and capable of managing multiple client files.
Bring professionalism, reliability, and a genuine passion for helping clients optimize their financial outcomes.
Experience with real estate or investor tax strategies. Is desirable
3+ years in tax advisory or planning.
Credentials such as EA, CPA, or JD/Master’s in Tax Law.
Compensation: $55,000-$65,000+ a year DOE
Schedule: Full-time: 40+ hours per week
Typical hours: 8am – 6pm EST (with a 1-hour break)
Remote flexibility
