Tax Advisor (Remote)

Job Description

Job Description

Job Overview

We are seeking a knowledgeable and detail-oriented Tax Advisor to join our team. The ideal candidate will possess a strong background in tax accounting and financial services, with the ability to provide expert guidance on tax-related matters. This role requires a understanding of financial concepts, regulatory reporting, and estate planning. The Tax Advisor will work closely with clients to ensure compliance with tax laws and regulations while identifying opportunities for tax savings.

Responsibilities

• Provide expert advice on tax planning and compliance for individuals and businesses.
• Assist clients with estate planning, wills, trusts, and estate law matters.
• Conduct thorough audits of financial statements and records to ensure compliance with GAAP.
• Analyze financial data to identify trends, discrepancies, and opportunities for improvement.
• Collaborate with clients on mergers & acquisitions, providing guidance on tax implications.
• Maintain up-to-date knowledge of changes in tax legislation and regulations.
• Utilize accounting software such as QuickBooks, Sage, or Xero for efficient financial management.
• Support clients in public accounting practices, including accounts payable and bookkeeping.

Qualifications

Job Type : Full-time, Remote

Benefits :

Company Description

Xeva Ventures is a forward-thinking tax strategy and advisory firm that helps business owners, entrepreneurs, and high-income professionals turn the tax code into a tool for building wealth. We go beyond traditional tax preparation—our focus is on proactive, year-round planning, innovative entity structuring, and long-term strategies that reduce tax liability and accelerate financial growth.

Our services include :

Tax strategy & advanced planning

Business & personal tax preparation

Bookkeeping and financial reporting

Entity structuring (LLCs, S-Corps, holding companies, trusts, etc.)

Wealth and net worth optimization

We are not your typical accounting firm—we work closely with clients throughout the year to implement creative strategies, maximize deductions, and build lasting financial legacies. Our culture is entrepreneurial, collaborative, and growth-oriented.

Company Description

Xeva Ventures is a forward-thinking tax strategy and advisory firm that helps business owners, entrepreneurs, and high-income professionals turn the tax code into a tool for building wealth. We go beyond traditional tax preparation—our focus is on proactive, year-round planning, innovative entity structuring, and long-term strategies that reduce tax liability and accelerate financial growth.\r\n\r\nOur services include : \r\nTax strategy & advanced planning\r\nBusiness & personal tax preparation\r\nBookkeeping and financial reporting\r\nEntity structuring (LLCs, S-Corps, holding companies, trusts, etc.)\r\nWealth and net worth optimization\r\n\r\nWe are not your typical accounting firm—we work closely with clients throughout the year to implement creative strategies, maximize deductions, and build lasting financial legacies. Our culture is entrepreneurial, collaborative, and growth-oriented.