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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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