Remote Tax Advisor, CPA Firm

Job Title: Remote Tax Advisor, CPA Firm Job ID: 1055467 Date Posted: April 21, 2026 Employment Type: Full-time Hiring Company (Organization): Confidential Location: US Remote Applicants must be located in the United States; Eastern time zone preferred Base Salary: $130,000-$150,000 per year (USD) Commensurate with experience and qualifications. 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. 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 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 Minimum Qualifications • CPA or Enrolled Agents licensure • 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 Apply tot his job Apply To this Job