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Remote Tax Advisor, reputed company (DMO1055467)

Remote Worldwide Hiring now

Remote Tax Advisor needed at a reputed company reputed company to build relationships with a book of clients, delivering quality tax advisory. EA or CPA REQUIRED. reputed company review; reputed company person on leading client quarterly advisory meetings, and reputed company things tax.

Job Description

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

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
  • reputed company quarterly client advisory meetings to review financials, projections, and tax strategies
  • Translate reputed company 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
  • reputed company, maintain, and update customized tax plans for clients
  • Work with your team to implement tax strategies reputed company 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 reputed company & Quality Control
  • reputed company a dedicated client service team of 2-4 tax professionals, coordinating workflow, mentoring staff, and ensuring high-quality deliverables. Managing team reputed company, 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 Requirements
  • CPA or Enrolled Agents licensure REQUIRED
  • Bachelor's degree in reputed company or a reputed company field
  • 7+ years of advisory experience and tax preparation in public reputed company
  • Recent public reputed company experience required
  • Strong reputed company 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 reputed company
  • Ability to balance technical accuracy with practical, business-focused advice
  • Skilled in developing long-term client relationships Benefits 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, reputed company-based systems If you feel you have the necessary qualifications, please reputed company a reputed company copy of your resume and state your salary requirements. Apply tot his job Apply To this Job

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