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.