Remote Tax Strategy & Compliance for High-Net-Worth Clients

E2C International; États-Unis; À distance; USD 83 000 - 152 000; Plein temps

Résumé du poste

E2C International is seeking an experienced Enrolled Agent / Tax Strategy professional to manage complex individual and entity returns for high-net-worth founders and family clients in a remote, full-time contractor role.

The ideal candidate will handle multi-state compliance, tax planning and projections, IRS/state representation, and contribute to process improvements within AI-assisted workflows, while communicating complex positions in plain English.

Qualifications

• 5+ years of experience in tax, with the last several spent on complex individual and entity work.
• Has personally handled IRS notices, examinations, or collection matters.
• Comfortable with trusts and fiduciary returns; not required to be an estate specialist.
• Has built or improved a firm\'s process, templates, or review system at least once.
• Curious about technology, automation, and AI tools, and able to say when you trust their output and when you don\'t

Responsabilités

• Prepare and review individual, S corporation, partnership, trust, and multi-state returns for founder and family clients.
• Build projections and planning models: entity selection, reasonable compensation, retirement plan stacking, Roth conversion timing, charitable structures, and pre-exit planning including Section 1202 and equity compensation.
• Represent clients before the IRS and state agencies.
• Design and document the firm\'s workpaper standards, review checklists, and intake process.
• Work inside AI-assisted workflows, reviewing machine-prepared work critically and improving the system.
• Explain complex positions to sophisticated clients in plain English.

Connaissances

Enrolled Agent

Tax strategy

Tax planning

IRS representation

Process improvement

Outils

ProConnect Tax

Canopy

Filed

Claude

Google Workspace

Description du poste

E2C International is seeking an experienced Enrolled Agent / Tax Strategy professional to manage complex individual and entity returns for high-net-worth founders and family clients in a remote, full-time contractor role.

The ideal candidate will handle multi-state compliance, tax planning and projections, IRS/state representation, and contribute to process improvements within AI-assisted workflows, while communicating complex positions in plain English.