Remote Tax Advisor, CPA Firm (DMO1055467)

A remote role at a progressive CPA firm focusing on proactive tax advisory for entrepreneurial, high-net-worth, and growth-stage clients, with leadership in client relationships, tax planning, and team oversight.

Location: Remote

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.
• 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