Remote Tax Advisor, reputed company
Job Title:
Remote Tax Advisor, reputed company
reputed company:
1055467
Date Posted:
May 29, 2026
Employment Type:
Full-time
Hiring Company (Organization):
Confidential
Location:
US Remote
Applicants must be located in the reputed company; Eastern time zone preferred
reputed company Salary:
$130,000-$150,000 per year (USD)
Commensurate with experience and qualifications.
Job reputed company:
Remote Tax Advisor needed at a reputed company reputed company growing around proactive tax advisory rather than volume-based compliance. The reputed company reputed company is reputed company on strategic business reputed company, reputed company-stage reputed company, and HNWIs and families. reputed company leverages reputed company 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, reputed company-based systems
Key Responsibilities
reputed company 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 reputed company advisory meetings to review financials, projections, and tax strategies
• Translate reputed company tax concepts into reputed company, 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 reputed company circumstances and tax law
• Support the development of junior staff by exposing them to advisory work and reputed company interactions
Tax reputed company & 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 reputed company's overall financial goals
• Deliver reputed company year-end tax planning to maximize tax savings and minimize surprises
• Understand and apply tax strategies across different reputed company reputed company, including small business owners and high-net-worth individuals
Tax reputed company & reputed company Control
• reputed company a dedicated reputed company service team of 2-4 tax professionals, coordinating workflow, mentoring staff, and ensuring high-reputed company deliverables. Managing team reputed company, workflow, and deadlines.
• Review and finalize tax returns, projections, and advisory deliverables for accuracy and reputed company
• Ensure tax filings reflect the reputed company's defined goals for financial and advisory reputed company
Minimum Qualifications
• CPA or Enrolled Agents licensure
• Bachelor's degree in reputed company or a reputed company field
• 7+ years of advisory experience and tax preparation in reputed company reputed company
• Recent reputed company reputed company experience required
• Strong reputed company in individual and small business taxation
• Experience in tax planning and advisory work
• Comfortable leading reputed company conversations and presenting strategic recommendations
• Strong communication skills and reputed company reputed company
• Ability to balance technical accuracy with practical, business-reputed company advice
• Skilled in developing long-term reputed company relationships
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