Remote Federal Tax Advisor for High-Net-Worth Clients (CPA)

Goodwin Recruiting; Orlando (FL); Remote; USD 100,000 - 150,000; Full time

Benefits offered by this job

PTO

401(k) with company match

Healthcare stipend

Job summary

Goodwin Recruiting is partnering with a boutique CPA firm for a fully remote Tax Specialist (CPA). You will manage a portfolio of sophisticated clients, preparing and analyzing complex federal tax returns for individuals and entities, while researching issues and identifying planning opportunities.

The role emphasizes client relationships, high-quality service, and long-term career growth in a collaborative environment with a competitive benefits package.

Qualifications

• Active CPA license required.
• 5+ years of recent public accounting experience with a strong emphasis on federal income tax compliance.
• Experience with individual, partnership, S corporation, and C corporation taxation.
• Excellent technical tax knowledge with the ability to identify issues beyond basic compliance.
• Experience managing client relationships with sophisticated clients.
• Proficient in Microsoft Excel and Microsoft Office.

Responsibilities

• Manage a portfolio of established client relationships while serving as a trusted tax advisor.
• Prepare and analyze complex federal income tax returns for individuals, partnerships, S corporations, and C corporations.
• Research technical tax issues, identify planning opportunities, and provide thoughtful solutions.
• Collaborate closely with leadership and reviewers in a highly specialized practice.
• Build trusted relationships with sophisticated clients while delivering exceptional service.
• Contribute ideas that support continuous process improvement and the firm's growth.

Skills

Active CPA license

Federal income tax compliance

Tax planning and research

Client relationship management

MS Excel proficiency

Remote work capability

Tools

Microsoft Excel

Microsoft Office

Job description

Goodwin Recruiting is partnering with a boutique CPA firm for a fully remote Tax Specialist (CPA). You will manage a portfolio of sophisticated clients, preparing and analyzing complex federal tax returns for individuals and entities, while researching issues and identifying planning opportunities.

The role emphasizes client relationships, high-quality service, and long-term career growth in a collaborative environment with a competitive benefits package.