Job description
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 or EA in good standing
4-5 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 the position is remote.
Ability to work within a team. Proactive in communication and response time.
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, dependent upon both parties' agreement and needs
Flexible Work hours
Additional income
No administrative work other than data entry and team updates on status
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.