Job Description
Remote 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 Management
- Serve as the primary advisor for a portfolio of entrepreneurial and high-income clients, leading quarterly advisory meetings and delivering proactive tax planning.
- Lead quarterly client advisory meetings to review financials, projections, and tax strategies
- Translate complex 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
- Develop, maintain, and update customized tax plans for clients
- Work with your team to implement tax strategies efficiently 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 Oversight & Quality Control
- Lead a dedicated client service team of 2-4 tax professionals, coordinating workflow, mentoring staff, and ensuring high-quality deliverables. Managing team capacity, 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