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 Apply tot his job Apply To this Job Apply tot his job Apply To this Job