Remote Senior Tax Advisor — Grow with Owner Mentorship

Veritas Planning Advisors - CPA; Oregon; Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Remote work

Health stipend

SIMPLE IRA contribution

Home office budget

PTO 10 days first year

7 holidays

CE allowance

Mentorship

Job summary

Veritas Planning Advisors is seeking a Senior Tax Accountant / Tax Advisor to deliver tax compliance, planning, and resolution services for individuals and business owners. You will manage client engagements, including Forms 1040, 1120-S, and 1065, and review work to ensure accuracy.

This fully remote role requires US residency and availability during Eastern Time core hours. Base salary ranges from $80,000 to $100,000 per year, with a health stipend, IRA, and home office support included.

Qualifications

• Active CPA or EA license in good standing.
• 4–6 years of accounting experience in a CPA firm.
• Strong tax planning and tax preparation experience.
• Strong accounting skills with adjusting entries and financial statements.
• Expert-level QuickBooks Online proficiency.
• U.S. residency and availability during Eastern Time core hours.
• Client-facing experience is a plus.

Responsibilities

• Deliver tax compliance, planning, and resolution services for individuals and business owners.
• Manage a book of clients including Forms 1040, 1120-S, and 1065 and related state filings.
• Provide bookkeeping support and review junior staff work for accuracy.
• Review tax returns prepared by juniors; provide feedback to reduce errors.
• Plan year-end opportunities with clients and deliver written recommendations.
• Handle IRS/state notices through resolution, including installment agreements and abatements.
• Coach junior staff on planning opportunities during returns.
• Complete reviews quickly and deliver returns within two weeks.

Skills

Tax planning

Tax preparation

QuickBooks Online

Client-facing

Time management

Education

CPA or EA license

Tools

QuickBooks Online

Job description

Veritas Planning Advisors is seeking a Senior Tax Accountant / Tax Advisor to deliver tax compliance, planning, and resolution services for individuals and business owners. You will manage client engagements, including Forms 1040, 1120-S, and 1065, and review work to ensure accuracy.

This fully remote role requires US residency and availability during Eastern Time core hours. Base salary ranges from $80,000 to $100,000 per year, with a health stipend, IRA, and home office support included.