Remote Tax Advisor

Join a Team Where Your Expertise Makes a Difference

Step into a rewarding role where your financial insights can guide people through the challenges of tax season and beyond. As a Remote Tax Advisor, you'll be more than a compliance expert—you’ll be a trusted partner to individuals and businesses navigating ever-changing tax landscapes. Our diverse and collaborative team is committed to fostering a respectful environment where all individuals can thrive and flourish.

Your Mission: Clear, Compassionate Tax Guidance

Supporting People with Confidence

You'll demystify tax codes and translate regulations into accessible strategies. Whether you're consulting a small business or assisting an individual filer, your focus is on clarity, accuracy, and empathy.

Responsibilities You’ll Own

• Deliver tailored tax consultation for individuals, startups, and corporations.
• Review financial records to ensure complete and correct filings
• Advise on tax-saving strategies, deductions, and regulatory updates
• Act as a client representative during audits or disputes
• Stay current with local, federal, and global tax laws
• Collaborate across departments to support a seamless client journey

Our Culture: Built on Respect, Inclusion, and Teamwork

We Value Every Perspective

You’ll join a culture where diversity is more than a principle—it’s lived every day. From our hiring practices to our internal mentoring programs, we’re proud of creating space for every voice.

A Place to Belong and Grow

We believe great ideas come from great conversations. That’s why we create a space for regular team check-ins, idea sharing, and honest feedback. Whether you’re a new joiner or a veteran tax strategist, you’ll find room to learn, lead, and grow.

A Real Story: From Challenge to Leadership

Janelle joined our team as a part-time contractor, balancing work and caregiving. With mentorship and flexibility, she advanced into a full-time advisory role and now leads client training sessions. Her journey is just one of many that highlight our support-first culture.

Tools That Empower Your Success

• Professional-grade tax platforms (e.g., Drake, UltraTax CS)
• Encrypted digital communication tools
• Real-time collaboration via project trackers like Asana
• Cloud-based document sharing with advanced security
• Video tools for virtual client meetings and team syncs

You’ll have access to a tech stack that ensures security, efficiency, and seamless remote collaboration.

What We’re Looking For

Core Qualifications

• Degree in Accounting, Finance, or a similar field
• Active CPA or EA designation (or close to completion)
• At least 3 years of hands-on experience in tax advisory
• Strong working knowledge of domestic tax codes
• Proven ability to meet deadlines and manage multiple accounts
• Analytical mindset with excellent attention to detail

Bonus Qualifications

• Experience with expat or international filings
• Understanding of nonprofit tax issues
• Fluency in a second language

We recognize that diverse experiences shape expertise. Should you meet most of these criteria, we’d love to hear your story.

Work Where You’re Comfortable

This is a fully remote role. Whether you prefer working from your home office, a quiet café, or your favorite co-working space, you’ll be empowered to do your best work on your terms.

A Promise of Equity and Access

We are an equal opportunity employer, and we’re proud of it. That means we’re intentional about inclusive hiring and dedicated to leveling the playing field for applicants from all backgrounds. No matter your identity, you belong here.

Compensation and Benefits Snapshot

• Salary: $82,406 annually
• Flexible hours to match your schedule
• Full health coverage (medical, dental, vision)
• Paid time off and national holidays
• Annual allowance for training and certification
• Virtual mental health resources

We design our benefits to support your whole self at work and in life.

Grow With Us

This isn’t just a stop in your career—it’s a launchpad. Whether your goals include people leadership, specialization, or simply deepening your craft, we’ll help you get there. You’ll help us improve tax guidance for the remote era, and we’ll support your journey every step of the way.

Take the Leap

Are you ready to make tax work more human? If you're driven by integrity, committed to inclusive service, and excited to join a collaborative remote team, we’d be excited to connect with your journey with us.

Start your application and share your talent with a team that values your voice, champions your growth, and welcomes your ideas.