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