Tax Advisor, CPA

Edge Staffing

Remote Tax Advisor in a CPA firm managing tax advisory services for entrepreneurial and high-income clients. Leading client meetings and supporting junior staff development.

Posted 5/16/2026full-timeRemote • Ohio • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

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
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
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

Requirements

What you’ll need

CPA or Enrolled Agents licensure REQUIRED
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

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax preparationtax planningfinancial projectionstax strategiestax returnsadvisory deliverablesindividual taxationsmall business taxationcomplianceportfolio management

Soft Skills

leadershipcommunicationclient relationship managementmentoringteam coordinationstrategic recommendationsproblem-solvingworkflow managementinterpersonal skillspresentation skills

Certifications

CPAEnrolled Agent