Enrolled Agent Tax Advisor
virtual vocationsNew York, NY
About the role
To support a growing advisory practice, the part-time to full-time Enrolled Agent Tax Advisor will lead tax-strategy conversations with entrepreneurs, identify planning opportunities, and ensure actionable recommendations are implemented, all while working fully remote as a 1099 independent contractor.
Key responsibilitiesLead recurring tax-strategy and advisory calls with clients
Identify tax-planning opportunities and areas requiring deeper review
Translate meetings into clear, actionable client plans and ensure recommendations enter the firm's implementation workflowRequired qualificationsActive Enrolled Agent (EA) credential in good standing with the IRS
3-7+ years of tax, accounting, or tax-advisory experience
Strong understanding of closely held businesses, S corporations, and individual taxation
Comfortable reading P&Ls, tax returns, balance sheets, and financial projections
Excellent verbal communication skills to simplify complex tax concepts for business owners
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JOB OVERVIEW
Experience level
Senior
Location
New York, NY
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
3 days ago
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