CPA Solutions

Tax Advisor

Remote

About Us

We pride ourselves on being a flexible, collaborative and laid-back company, with great working partnerships and a team environment. We are eager to promote from within and offer leadership development programs for those interested in elevating their career to a partner-level track. We value work/life balance as a culture and even keep our busy season hours reasonable.

We invest in and are on the cutting edge of advanced proactive wealth and tax strategy development and implementation. We consider ourselves a new era Tax and Accounting firm that specializes in helping clients minimize their tax liability to $0.

Following the Wealth Ability Playbook, we focus on helping our virtual client base keep their hard-earned money in their pockets and bank account, and we're even 1 of only 10 mastery-level members of the Wealthability Network.

Please check out our firm at: https://www.cpaso.com/ as well as the Wealth Ability Playbook at https://wealthability.com/

The Details: What We're Looking For in a Tax Advisor

We are looking for Tax Advisor, Strategist, and Consultant who can work with our clients, helping them maximize their tax savings and greater understand their overall financial well-being. You will have direct client management responsibilities, allowing everyone to build rewarding personal and professional relationships.

Tax Advisor Responsibilities Include:

Client Service: Collaborate and suggest opportunities for enhanced client service on engagements and regular communication on live Zoom calls

Tax Services: Light tax return prep and review of Associate's work, supervise tax research projects, prepare journal entries and understand adjustments.

Financial Accounting and Analysis: Review bookkeeping work, draft and review financial statements, enter transactions, budget, and client analysis.

Project Management: organize assignments, manage the flow of our client list and projects, including billing and collection duties

Your Return on Investment: Great Benefits

We offer competitive compensation and opportunities for growing your career. We are a 100% virtual firm, so you get a fully remote work environment and zero commute time.

Well also supply you with a high-quality 401k, 3 weeks PTO to kick things off, and all the typical holidays off.