This is a remote position.
CPA - Tax Advisor
Our fast-growing family office is looking for an individual with the desire to reach and learn more by working within a multi-disciplined financial office.
This would be a 1099 position to begin with and would consist of an hourly agreement along with a revenue share of work completed.
You would work when you wanted, control your time, and achieve work-life balance as long as client expectations are met.
This position can be as big or as small as you want to commit to...
Your day could consist of working with our high net worth clients, along with our internal legal, investment, insurance and financial planning team.
We design multi-level tax and asset protection strategies for our clients that reach much further than just "tax prep". If you think you have what it takes to work in this environment, then apply and let's see where your career path leads.
Your day could consist of
- Working within our financial planning team designing and implementing tax plans for both individuals and businesses
- Working within our estate planning team designing and working with Charitable Trusts, Family Foundations, and pension plans
- Working closely with our financial planners to prepare and review tax returns
Requirements
- CPA in good standing
- 2-3 years of 1040, 1120, 1120s preparation experience, 1041's and 5227's are a plus if familiar.
- Technologically inclined, ability to use all online tools as opposed to paper as position is remote
- Ability to work within a team.
- Experience in data input and preparation of personal, small business tax and trust returns
- Reliable home internet
- Ability to perform client video conference calls within a computer safe and quiet area
- Desire to grow and take on more responsibility
Benefits
- Revenue Bonuses and Share
- Possible long-term engagement as an independent contractor or W2 employee possible, dependent upon both parties' agreement and needs
- Flexible Work hours
- Additional income
- No administrative work other than data entry and team updates on status
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Must not have any criminal history Must have a clean credit history, no bankruptcies or judgments, including tax liens Ability to adapt to a high-tech organization that does not use paper and is 100% web-based Have home internet fast enough for Zoom meetings Have a safe, quiet and secure home enviro...
CPA or EA Tax Preparer - REMOTE
Must not have any criminal history Must have a clean credit history, no bankruptcies or judgments, including tax liens Ability to adapt to a high-tech organization that does not use paper and is 100% web-based Have home internet fast enough for Zoom meetings Have a safe, quiet and secure home enviro...
CPA or EA Tax Preparer - REMOTE
Our fast-growing family office is looking for an individual with the desire to reach and learn more by working within a multi-disciplined financial office. We design multi-level tax and asset protection strategies for our clients that reach much further than just "tax prep". Working within...
CPA or EA Tax Preparer - REMOTE
Must not have any criminal history Must have a clean credit history, no bankruptcies or judgments, including tax liens Ability to adapt to a high-tech organization that does not use paper and is 100% web-based Have home internet fast enough for Zoom meetings Have a safe, quiet and secure home enviro...
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