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Tax Advisor

Covenant Tax AdvisorsUnited StatesMIDPosted 2h ago
About the Role We are looking for a CPA or EA to join our team at Covenant Tax Advisors, providing strategic tax planning and year-round client care in a fully remote role. Key Responsibilities • Develop customized tax strategies and projections, and follow through on implementation • Prepare and/or review annual individual and business tax returns, ensuring planning strategies are properly reflected • Lead planning meetings, explain recommendations clearly, and proactively follow up throughout the year • Know your clients, understand their goals, and serve as their primary tax advisor • Monitor relevant tax law changes and identify planning opportunities for assigned clients • Manage client needs, follow-up, and deadlines from start to finish while collaborating with our team Requirements • Active CPA license or Enrolled Agent (EA) credential required • Strong individual and business tax preparation experience, including S corporations and partnerships • Excellent interpersonal, verbal, and written communication skills; enjoys building client relationships • Self-directed, organized, and proactive; takes ownership and follows through independently while staying connected to a small, collaborative team • Strong professional judgment and attention to detail; comfortable working in a fully remote environment • 5+ years’ experience in public CPA firm • Bachelor Degree in Accounting – Not required, but preferred

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