Tax Advisor CPAEA

Covenant Tax Advisors PLLC

Marietta (GA)

Remote

USD 65,000 - 95,000

Full time

8 days ago

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Benefits offered by this job

Health Insurance

Paid Time Off

Holiday Pay

Flexible Work Schedule

Remote Work Environment

Competitive Compensation

Job summary

Covenant Tax Advisors is seeking a CPA or Enrolled Agent to manage an assigned portfolio of individual and business clients, delivering proactive tax planning and year-round client care in a fully remote role.

You will prepare and review annual returns, lead planning meetings, explain recommendations clearly, and stay current on tax law changes to identify opportunities, while building strong client relationships and collaborating with our small team.

Qualifications

Active CPA license or Enrolled Agent credential required.
5+ years of public CPA firm experience.
Strong interpersonal, verbal, and written communication skills.
Experience with S corporations and partnerships.
Proactive, organized, and comfortable working remote with a small team.

Responsibilities

Develop customized tax strategies and projections and implement them.
Prepare and review annual individual and business tax returns.
Lead planning meetings and clearly explain recommendations.
Maintain client relationships and act as primary tax advisor.
Monitor tax law changes and identify planning opportunities.
Manage client needs, follow-up, and deadlines end-to-end.

Skills

Tax preparation experience

Client communication

Ownership / self-motivated

Attention to detail

Remote work experience

Education

Bachelor's degree in accounting (preferred)

CPA or EA license

Job description

Job Description

** Covenant Tax Advisors**

Enjoy working with people and taking ownership? Join Covenant Tax Advisors as a CPA or EA, providing strategic tax planning and year-round client care in a fully remote role.

Job Description

You will manage an assigned portfolio of individual and business clients, developing and implementing proactive tax strategies and taking responsibility for annual tax returns. We seek an excellent communicator who builds relationships, takes initiative, and independently moves client work forward.

** Responsibilities:**

** Strategic Tax Planning:** Develop customized tax strategies and projections, and follow through on implementation.
** Tax Preparation:** Prepare and/or review annual individual and business tax returns, ensuring planning strategies are properly reflected.
** Client Communication:** Lead planning meetings, explain recommendations clearly, and proactively follow up throughout the year.
** Client Relationships:** Know your clients, understand their goals, and serve as their primary tax advisor.
** Technical Expertise:** Monitor relevant tax law changes and identify planning opportunities for assigned clients.
** Engagement Ownership:** Manage client needs, follow-up, and deadlines from start to finish while collaborating with our team.

** Qualifications**

Active CPA license or Enrolled Agent (EA) credential required.
Strong individual and business tax preparation experience, including S corporations and partnerships.
Excellent interpersonal, verbal, and written communication skills; enjoys building client relationships.
Self-directed, organized, and proactive; takes ownership and follows through independently while staying connected to a small, collaborative team.
Strong professional judgment and attention to detail; comfortable working in a fully remote environment.
Bachelor's degree in accounting not required but preferred
5+ years of experience in a public CPA firm.

** Job Details**