Remote Tax Advisor: Proactive Wealth Planning

Closers.io; United States; Remote; USD 55,000 - 65,000; Full time

Job summary

A strategic tax advisory firm is hiring a Tax Advisor to join their remote team. The role involves developing personalized tax strategies, managing client accounts, and preparing tax returns. Candidates must have at least 3 years of U.S. tax preparation experience and be familiar with tax software like QuickBooks. This position requires excellent communication skills and the ability to handle multiple clients efficiently. A strong background in tax advisory and relevant credentials like EA or CPA is highly desirable.

Qualifications

• 3+ years of U.S. tax preparation experience required.
• Skilled at IRS research and knowledgeable in U.S. tax strategies.
• Highly organized and detail-oriented to manage multiple client files.

Responsibilities

• Develop tailored tax strategies for 10-15 client accounts.
• Prepare and review individual and business tax returns.
• Research IRS rules relevant to client-specific planning.

Skills

U.S. tax preparation experience (individual and/or small business)

Excellent written communication

IRS research skills

Familiarity with tax software (QuickBooks, Drake, ProSeries, TaxDome)

Organizational skills

Education

EA, CPA, or JD/Master’s in Tax Law

Tools

QuickBooks

Drake

ProSeries

TaxDome

Job description

A strategic tax advisory firm is hiring a Tax Advisor to join their remote team. The role involves developing personalized tax strategies, managing client accounts, and preparing tax returns. Candidates must have at least 3 years of U.S. tax preparation experience and be familiar with tax software like QuickBooks. This position requires excellent communication skills and the ability to handle multiple clients efficiently. A strong background in tax advisory and relevant credentials like EA or CPA is highly desirable.