CPA, Tax Advisory & Client Retention Lead

Overview

This role is for a Senior U.S. Tax Accountant (CPA) focused on U.S. tax compliance, strategic tax planning, and consultative advisory services. The position supports end-to-end client engagements, including working directly with business owners, high-net-worth individuals, and cross-border clients. The role also includes technical mentorship by reviewing returns prepared by staff members.

Responsibilities

• Prepare and review complex federal and state tax returns for individuals and business entities, including:
  • Forms 1040, 1065, 1120, and 1120-S
• Manage international tax and reporting obligations, including:
  • FBAR, FATCA, Forms 5471, 8865, 8938, and foreign ownership filings
• Provide proactive tax planning strategies for high-net-worth individuals and business owners
• Explain complex tax concepts in an accessible, consultative manner
• Manage client engagements independently from planning through delivery
• Serve as the primary point of contact for client communications
• Review staff-prepared returns, provide constructive feedback, and offer technical guidance

Requirements

• Active U.S. CPA license required
• Bilingual English/Spanish
• 3 to 7+ years of public accounting experience in a CPA firm environment
• Demonstrated proficiency with complex individual and corporate tax returns
• Demonstrated tax strategy and international compliance protocol experience
• Professional proficiency in both English and Spanish

Preferred Qualifications

• Hands-on experience with CCH Axcess Tax

Compensation & Benefits

Not specified in the job description.

Location

Remote; must be located in the Eastern Time Zone or Puerto Rico. Must reside and work remotely within the U.S. Eastern Time Zone or Puerto Rico.