Salary
💰 $90,000 - $150,000 per year
About the role
- Serve as the primary tax advisor for a set group of clients
- Prepare and review complex individual (1040), S corp (1120S), and partnership (1065) returns
- Provide ongoing strategic tax planning for self-employed professionals and small business owners
- Navigate multi-state filings and ensure compliance with federal, state, and local tax laws
- Collaborate with a support team (your “pod”), including bookkeeping and admin professionals
- Communicate directly with clients to deliver advice, resolve questions, and build trusted relationships
- Stay up to date on tax code changes relevant to client industries and structures
Requirements
- CPA or EA required
- Minimum 5 years of recent tax experience in public accounting or a client-facing advisory role
- Strong technical knowledge of 1040, 1120S, and 1065 tax return preparation and review
- Experience with self-employed clients, especially those in professional service industries, preferred
- Familiarity with entity structuring, multi-state compliance, and proactive tax strategy
- Excellent communication and organizational skills
- Comfortable working independently in a remote environment
- Proficiency in tax software (e.g., Drake, UltraTax, ProConnect, Lacerte) and cloud-based tools
- Fully remote work – operate from anywhere in the U.S.
- Structured support – work within a pod that includes admin and bookkeeping help
- Client continuity – build long-term relationships, not just seasonal prep
- Flexibility – off-season scheduling that supports work/life balance
- Compensation – $90,000–$150,000 based on experience and skillset
- Growth – a chance to step into a long-term role with real client impact
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax return preparation1040 preparation1120S preparation1065 preparationstrategic tax planningmulti-state complianceentity structuringproactive tax strategytax code knowledgeclient-facing advisory
Soft skills
communication skillsorganizational skillsrelationship buildingindependent workteam collaboration