Remote Tax Advisor, CPA Firm (DMO1055467)

Remote Tax Advisor needed at a progressive CPA firm to build relationships with a book of clients, delivering quality tax advisory. EA or CPA REQUIRED. All review; point person on leading client quarterly advisory meetings, and all things tax.Job DescriptionRemote Tax Advisor needed at a progressive CPA firm growing around proactive tax advisory rather than volume-based compliance. The client niche is focused on strategic business groups, growth-stage entrepreneurs, and HNWIs and families. The team leverages cloud technology and a high-touch service model.Key Responsibilities:Client Advisory & Relationship ManagementServe as the primary advisor for a portfolio of entrepreneurial and high-income clients, leading quarterly advisory meetings and delivering proactive tax planningLead quarterly client advisory meetings to review financials, projections, and tax strategiesTranslate complex tax concepts into clear, actionable guidance for business ownersEnsure the final result by leading tax preparation for your portfolio of clientsProactively identify planning opportunities based on changes in client circumstances and tax lawSupport the development of junior staff by exposing them to advisory work and client interactionsTax Strategy & PlanningDevelop, maintain, and update customized tax plans for clientsWork with your team to implement tax strategies efficiently and ensure compliance aligns with the client's overall financial goalsDeliver timely year-end tax planning to maximize tax savings and minimize surprisesUnderstand and apply tax strategies across different client profiles, including small business owners and high-net-worth individualsTax Oversight & Quality ControlLead a dedicated client service team of 2-4 tax professionals, coordinating workflow, mentoring staff, and ensuring high-quality deliverables. Managing team capacity, workflow, and deadlinesReview and finalize tax returns, projections, and advisory deliverables for accuracy and qualityEnsure tax filings reflect the client's defined goals for financial and advisory strategyRequirementsCPA or Enrolled Agents licensure REQUIRED Bachelor's degree in Accounting or a related field7+ years of advisory experience and tax preparation in public accountingRecent public accounting experience requiredStrong foundation in individual and small business taxationExperience in tax planning and advisory workComfortable leading client conversations and presenting strategic recommendationsStrong communication skills and client presenceAbility to balance technical accuracy with practical, business-focused adviceSkilled in developing long-term client relationshipsBenefitsWhat's in it for you: Flexible remote or hybrid work; no commuteCompetitive compensation, generous benefits package including health insurance, PTO, 401k, and performance bonusesModern, cloud-based systemsIf you feel you have the necessary qualifications, please forward a current copy of your resume and state your salary requirements.