Tax Advisor (Remote, Richmond, VA Area)

Shahbazassociatescpas; Richmond (VA); Remote; USD 48,000 - 55,000; Full time

Benefits offered by this job

Fully remote

Flexible scheduling

Job summary

Shahbaz & Associates CPAs PLLC is a boutique public accounting firm offering remote work with occasional in-person client meetings in the Richmond area. We are seeking a Tax Advisor to handle complex tax work for individuals, partnerships, and corporations across the U.S. and India.

The role focuses on high-net-worth planning, quarterly estimates, year-end projections, and clear client communication. 3+ years in tax prep with strong partnership/S-corp knowledge is preferred.

Qualifications

• 3+ years of hands-on tax preparation and review in public accounting.
• Strong working knowledge of partnership and S corp taxation (basis, K-1s, allocations).
• Comfort reviewing someone else’s work and giving direct, constructive feedback.
• Experience with professional tax software (CCH Axcess, UltraTax, Lacerte or similar).
• Strong written communication and ability to explain tax concepts to clients.
• Self-directed, organized remote work with reliable availability during business hours (ET).
• Based in or near Richmond, VA.

Responsibilities

• Prepare and review federal and Virginia returns for individuals, partnerships, S corporations, C corporations and trusts.
• Review first-pass preparation from offshore team, provide feedback and sign off on quality.
• Carry out tax planning projects such as quarterly estimates, entity structure analysis and year-end projections for high-net-worth and business-owner clients.
• Act as a point of contact for assigned clients: answer questions, gather information and explain results in plain language.
• Research technical issues and write short memos on positions taken.
• Respond to IRS and state notices.
• Meet Richmond-area clients in person from time to time.

Skills

Tax knowledge – partnership & S corp

Public accounting experience

Strong written communication

Ability to review others’ work

Remote work discipline

ET hours availability

Richmond, VA area resident

Education

CPA or EA (or pursuing)

Tools

CCH Axcess

UltraTax

Lacerte

Job description

Shahbaz & Associates CPAs PLLC | Remote, with occasional in-person client meetings in the Richmond area | $35–$40/hour

About Us

Shahbaz & Associates CPAs is a boutique public accounting firm based in Fairfax, Virginia. We focus on real estate tax, tax planning for high-net-worth individuals, partnership taxation, international tax and outsourced CFO services. Our team works across the U.S. and India, which lets us give clients both technical depth and fast turnaround. We’re growing, and we’re looking for a Tax Advisor in the Richmond area who wants real ownership of client work without the bureaucracy of a large firm.

What You’ll Do

• Prepare and review federal and Virginia returns for individuals (1040), partnerships (1065), S corporations (1120-S), C corporations (1120) and trusts (1041)
• Review first-pass preparation from our offshore team, give clear feedback and sign off on quality
• Carry out tax planning projects such as quarterly estimates, entity structure analysis and year-end projections for high-net-worth and business-owner clients
• Act as a point of contact for assigned clients: answer questions, gather information and explain results in plain language
• Research technical issues and write short memos on positions taken
• Respond to IRS and state notices
• Meet Richmond-area clients in person from time to time

What We’re Looking For

• 3+ years of hands-on tax preparation and review experience in public accounting
• Strong working knowledge of partnership and S corp taxation (basis, K-1s, allocations)
• Comfort reviewing someone else’s work and giving direct, constructive feedback
• Experience with professional tax software (e.g., CCH Axcess, UltraTax, Lacerte or similar)
• Strong written communication and the ability to explain tax concepts to clients
• A self-directed, organized way of working remotely, with reliable availability during business hours (ET)
• Based in or near Richmond, VA

Nice to Have

• CPA or EA (or actively pursuing)
• Real estate tax experience (cost segregation, 1031 exchanges, passive activity rules)
• Exposure to international filings (5471, 5472, 8865, FBAR)
• Experience working with offshore or distributed teams

$35–$40/hour, depending on experience and credentials

Fully remote, flexible scheduling outside peak deadlines