Remote Tax Specialist

Position Overview

We’re looking for a seasoned Remote Tax Specialist who thrives in a digital-first world and understands how to guide people through the complexity of tax law. This position attracts candidates who thrive in autonomous environments, value detail, and are committed to driving real financial outcomes for clients across various industries. With a $90,000 annual salary, this opportunity combines impact and flexibility, giving you a meaningful role that fits into your life, wherever you are.

Key Responsibilities

• Complete and review tax filings for individuals, corporations, and small businesses.
• Identify legal strategies for reducing tax obligations using current laws
• Analyze and explain new tax policies that may affect client returns
• Communicate clearly with government agencies when audits or questions arise
• Organize, track, and manage all paperwork using protected cloud systems
• Work in collaboration with accountants, payroll teams, and business owners
• Develop personalized tax plans for quarterly and year-end performance
• Protect confidential records using advanced cybersecurity protocols

Virtual Work Setting

• Operate from any location with strong internet and secure access
• Use collaborative tools like Zoom and Slack for check-ins and discussions
• Embrace a workflow focused on outcomes rather than hours
• Sync with leadership weekly to ensure priorities are aligned
• Join a respectful team that values transparency, independence, and contribution

Digital Tools and Platforms

• Utilize tools like Drake Software, UltraTax CS, or Intuit ProConnect
• Access shared files through platforms like Google Workspace or OneDrive
• Communicate securely through end-to-end encrypted messaging apps
• Perform calculations and reporting through Excel and Google Sheets
• Organize projects using Notion, Trello, or ClickUp boards
• Research legal and tax guidance through IRS.gov, state portals, and professional databases

Required Qualifications

• Bachelor's degree in Finance, Accounting, or a related discipline
• CPA certification or Enrolled Agent status preferred, but not essential
• Minimum 3 years of experience managing taxes remotely
• Deep understanding of federal, state, and local regulations
• Comfortable working with multiple clients and deadlines
• Skilled in secure file handling and digital communication
• Capable of breaking down intricate topics into practical, easy-to-understand guidance

Preferred Expertise

• Familiarity with the taxation of digital assets like crypto and NFTs
• Understanding of international compliance and treaty benefits
• Ability to design effective tax setups for LLCs, nonprofits, and contractors
• Flexible availability to accommodate global client needs

Benefits and Perks

• Competitive salary paid on a fixed schedule throughout the year
• Control over your working hours and location
• Paid time off, national holidays, and wellness leave are included
• Investment in your growth through training and recertification programs
• Monthly resources to support work-from-home success and well-being
• Extra rewards for excellent work and consistent client satisfaction

Your Impact

Your work will make a real difference in how individuals and businesses navigate their financial decisions. Whether you're explaining how a deduction works or walking someone through their first tax return as a small business, you are building confidence in a complex system. You turn stress into clarity—and that matters.

Every plan you create, every form you file, helps clients move forward without fear. You are their trusted financial partner, one who shows up consistently and offers calm, sound advice backed by experience and empathy. That’s not just important—it’s transformative.

Career Growth Opportunities

We offer a path tailored to your ambitions. Based on your skills and interests, you could grow into positions such as:

• Lead Tax Strategist for remote teams
• Financial Advisor for virtual startups and scaleups
• Compliance Director for international entities
• Tax Consultant to high-growth tech companies or creative professionals

With consistent mentorship, an education budget, and the ability to take on leadership initiatives, you’ll be encouraged to move forward, not stay still.

Call to Action

If you’re ready to take ownership of your work, help others succeed, and enjoy the freedom of a remote lifestyle, we’d love to hear from you. This is your opportunity to step into a future-facing role where your experience counts and your voice matters. Apply today and shape the future of tax guidance from anywhere you choose to work.