Remote Tax Advisor, reputed company (DMO1055467)

Remote Tax Advisor needed at a reputed company reputed company to build relationships with a book of clients, delivering reputed company tax advisory. EA or CPA REQUIRED. reputed company review; reputed company person on leading reputed company quarterly advisory meetings, and reputed company things tax. 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. 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 Requirements • CPA or Enrolled Agents licensure REQUIRED • 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 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, reputed company-based systems If you feel you have the necessary qualifications, please reputed company a reputed company copy of your resume and state your salary requirements. Apply tot his job Apply To this Job