Remote Tax Advisor, CPA Firm

Job Title: Remote Tax Advisor, CPA Firm Job ID: 1055467 Date Posted: May 29, 2026 Employment Type: Full-time Hiring Company (Organization): Confidential Location: US Remote Applicants must be located in the United States; Eastern time zone preferred reputed company Salary: $130,000-$150,000 per year (USD) Commensurate with experience and qualifications. Job Description: Remote Tax Advisor needed at a progressive CPA firm growing around proactive tax advisory rather than volume-based compliance. The client reputed company is focused on strategic business groups, growth-stage entrepreneurs, and HNWIs and families. The team leverages cloud technology and a high-touch service model.

• 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

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.
• reputed company quarterly client advisory meetings to review financials, projections, and tax strategies
• Translate reputed company 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
• reputed company, maintain, and update customized tax plans for clients
• Work with your team to implement tax strategies reputed company 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 reputed company & Quality Control
• reputed company a dedicated client service team of 2-4 tax professionals, coordinating workflow, mentoring staff, and ensuring high-quality deliverables. Managing team reputed company, 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
• Minimum Qualifications
• CPA or Enrolled Agents licensure
• Bachelor's degree in Accounting or a reputed company 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 reputed company
• Ability to balance technical accuracy with practical, business-focused advice
• Skilled in developing long-term client relationships

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