Remote Tax Advisor, CPA Firm

Job Title: Remote Tax Advisor, CPA Firm

Job ID:

1055467

Date Posted:

September 22, 2026

Employment Type:

Full-time

Hiring Company (Organization):

Confidential

Location:

US Remote Applicants must be located in the United States; Eastern time zone preferred

Base Salary:

$130,000-$150,000 per year (USD)

Commensurate with experience and qualifications.

Job Description:

Remote Tax Advisor needed at a progressive CPA firm growing around proactive tax advisory rather than volume-based compliance. The client niche is focused on strategic business groups, growth-stage entrepreneurs, and HNWIs and families. The team leverages cloud technology and a high-touch service model.

What's in it for you:

Flexible remote or hybrid work; no commute Competitive compensation, generous benefits package including health insurance, PTO, 401k, and performance bonuses Modern, cloud-based systems Key Responsibilities

Client Advisory & Relationship Management

Serve as the primary advisor for a portfolio of entrepreneurial and high-income clients, leading quarterly advisory meetings and delivering proactive tax planning. Lead quarterly client advisory meetings to review financials, projections, and tax strategies Translate complex tax concepts into clear, actionable guidance for business owners. Ensure the final result by leading tax preparation for your portfolio of clients Proactively identify planning opportunities based on changes in client circumstances and tax law Support the development of junior staff by exposing them to advisory work and client interactions Tax Strategy & Planning

Develop, maintain, and update customized tax plans for clients Work with your team to implement tax strategies efficiently and ensure compliance aligns with the client's overall financial goals Deliver timely year-end tax planning to maximize tax savings and minimize surprises Understand and apply tax strategies across different client profiles, including small business owners and high-net-worth individuals Tax Oversight & Quality Control

Lead a dedicated client service team of 2-4 tax professionals, coordinating workflow, mentoring staff, and ensuring high-quality deliverables. Managing team capacity, workflow, and deadlines. Review and finalize tax returns, projections, and advisory deliverables for accuracy and quality Ensure tax filings reflect the client's defined goals for financial and advisory strategy Minimum Qualifications

CPA or Enrolled Agents licensure Bachelor's degree in Accounting or a related field 7+ years of advisory experience and tax preparation in public accounting Recent public accounting experience required Strong foundation in individual and small business taxation Experience in tax planning and advisory work Comfortable leading client conversations and presenting strategic recommendations Strong communication skills and client presence Ability to balance technical accuracy with practical, business-focused advice Skilled in developing long-term client relationships