# Remote Tax Advisor, CPA Firm (DMO1055467)

**Company:** [RES Consultant Group](http://jobs.workable.com/companies/9Z83R8Dhd8TpTKiHDVth2Z.md)
**Location:** Remote
**Workplace:** remote
**Employment type:** Full-time

[Apply for this job](http://jobs.workable.com/view/648b50f9-7ba8-4416-8bba-79e73e453a6a)

## Description

**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 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

## Requirements

-   CPA or Enrolled Agents licensure REQUIRED 
-   Bachelor's degree in Accounting or a related field
-   7+ years of advisory experience and tax preparation in public accounting
-   Recent public accounting experience required
-   Strong foundation in individual and small business taxation
-   Experience in tax planning and advisory work
-   Comfortable leading client conversations and presenting strategic recommendations
-   Strong communication skills and client presence
-   Ability to balance technical accuracy with practical, business-focused advice
-   Skilled in developing long-term client 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, cloud-based systems

If you feel you have the necessary qualifications, please forward a current copy of your resume and state your salary requirements.