We're Hiring (and training) a Tax Advisor for Creatives: Remote, Year Round Salary, Flexible w/ Benefits

Overview

This role supports clients—especially creatives and freelancers—by preparing tax returns and helping clients better understand their finances.

• Work arrangement: 100% remote (work from home or wherever you’re most comfortable)
• Projected start date: September 14, 2026
• Seasonal schedule: Full-time January–April (with some weekends), then a flexible schedule May–December. Many advisors work 3 days/week off-season (some work more or less).

Responsibilities

• Tax education and readiness: Complete a 12+ week, full-time, fully paid training program before tax season begins.
• Client appointments: Host 1-on-1 phone and video call appointments to gather information needed to complete tax returns and support clients’ financial goals.
• Client support and communication: Provide clear, understandable explanations tailored to each client’s unique situation.
• Ongoing learning: Continue studying, participating in mentorship, and using hands-on learning throughout each season.
• Accuracy and issue handling: Maintain high performance and accuracy when working with clients’ finances; handle errors and issues promptly and professionally.
• Team collaboration: Learn, research, improve, and problem-solve as part of a team environment and continued on-the-job education.
• Technology use: Learn and troubleshoot software tools used to support tax season and improve the client experience.

Requirements

• Mad communication skills: Ability to ask the right questions and communicate tax information clearly and relevantly.
• Empathy: Ability to support clients who may be stressed and confused.
• Strong personal responsibility and attention to detail: Sensitive handling of financial information with high accuracy.
• Self-starter mindset: Driven by independent learning, research, improvement, and time management.
• Tech-savvy: Comfort learning and troubleshooting software tools.
• 3+ years of freelance experience: Experience with the freelance world—how independent contractors do business, how they’re paid, and how they’re taxed.
• Additional plus (not required): Experience in tax preparation, accounting and/or bookkeeping.
• Self awareness & comfortable being wrong: Willingness to ask for help and work well with others when navigating unfamiliar or uncertain tax situations.

Preferred Qualifications

• Experience in tax preparation, accounting and/or bookkeeping (not required).

Compensation & Benefits

Compensation paths (by year and schedule)

• 1st year: Full-time Jan–April & 3 days/week May–December: $35,000
• 1st year: Full-time Jan–April & 5 days/week May–December: $45,000
• 2nd year: Full-time Jan–April & 3 days/week May–December: $45,000
• 2nd year: Full-time Jan–April & 5 days/week May–December: $55,000
• 3rd year: Full-time Jan–April & 3 days/week May–December: $50,000
• 3rd year: Full-time Jan–April & 5 days/week May–December: $60,000

Benefits

• Comprehensive health, dental, and vision coverage
• 5 weeks paid vacation
• 401(k) matching
• Cell phone plan
• Access to company media accounts

Paid training

• 12+ weeks of full-time, fully paid training before tax season begins

Location

• 100% remote

Application Information

• Accepting applications through: 8/23/26

Inclusion Policy

The organization values inclusion, openness, diversity, and respect. Commitment includes cultural education and learning about different backgrounds represented among staff and the clients served, including race, ethnicity, gender identity, sexual orientation, culture, religion, geographic location, academic education, socio-economic reality, thoughts, interests, and ideas. The goal is a welcoming and safe environment for all.