Business Tax Advisor

Overview

This role combines responsibilities as a Tax Manager and Business Advisor, focusing on supporting small business clients through detailed financial analysis, tax planning, and strategic business advising. The position offers autonomy, flexible hours, and the opportunity to make a meaningful impact on clients' business growth.

Responsibilities

• Conduct in-depth reviews of clients' businesses to monitor health and growth.
• Meet regularly with clients to plan, prepare, and execute detailed business and tax strategies.
• Track key performance indicators (KPIs) and provide reports and guidance to drive business success.
• Prepare and review complex tax returns during tax season.
• Coach and mentor less experienced team members.
• Identify tax planning opportunities beyond tax season.
• Manage workload independently while meeting client deadlines.

Requirements

• Certified Public Accountant (CPA) or Enrolled Agent (EA) designation.
• Minimum of 3 years of relevant experience.
• Strong attention to detail and proficiency with technology.
• Excellent time management skills.
• Self-motivated and able to work independently as well as collaboratively.
• Outstanding written and verbal communication skills.
• High integrity and professionalism.

Compensation & Benefits

• Competitive pay.
• Flexible, fully remote work schedule.
• Nine paid holidays annually.
• Fifteen days of paid time off per year.
• Reimbursement for required continuing professional education (CPE) hours.

Location

This is a remote position with flexible hours, allowing you to work from your preferred location while meeting client deadlines.