Remote Tax Advisor for High-Net-Worth Planning & Advisory

Jobgether; United States; Remote; USD 115,000 - 135,000; Full time

Benefits offered by this job

Remote work

Health insurance

401(k) plan

Paid time off

Job summary

Jobgether partners with a wealth-management client seeking a Tax Advisor based in the United States. This fully remote, full-time role focuses on client service and advisory excellence for high-net-worth individuals and families.

You will independently manage a portfolio, prepare and review complex returns, provide year-round planning, and collaborate with financial advisors to maximize after-tax value. Modern tax software and AI tools support your work.

Qualifications

• Active CPA, EA, or JD credential required.
• 7+ years of progressive tax experience with high-net-worth clients.
• Strong knowledge of federal/state tax regs, planning.

Responsibilities

• Manage an assigned client portfolio as primary tax contact.
• Prepare, review, and sign federal, state, and local returns for individuals, entities.
• Provide year-round tax planning and advisory guidance.
• Research complex tax issues and respond to notices.
• Use tax software and AI tools to improve accuracy and efficiency.

Skills

Tax expertise

Client communication

Portfolio management

Team mentoring

Remote work

Education

Bachelor's degree in accounting/finance

CPA/EA/JD credential

Tools

CCH Axcess

Bloomberg Tax Planner

AI-powered tools

Job description

Jobgether partners with a wealth-management client seeking a Tax Advisor based in the United States. This fully remote, full-time role focuses on client service and advisory excellence for high-net-worth individuals and families.

You will independently manage a portfolio, prepare and review complex returns, provide year-round planning, and collaborate with financial advisors to maximize after-tax value. Modern tax software and AI tools support your work.