Agent is hiring a Remote Tax Advisor for our tax strategy firm serving high-income individuals, real estate investors, and small business owners. In this role, you will handle client inquiries, prepare returns, and support strategic tax planning.
What You'll Do
- Respond to tax and finance-related inquiries from leads and clients via email or client portal.
- Draft clear, thoughtful replies that reflect U.S. tax planning insights.
- Research IRS rules and strategies to support client-specific planning.
- Prepare and review U.S. tax returns such as 1040, 1120S, 1065, and Schedule E.
- Support clients with real estate, business, and entity-level tax strategies.
- Assist the sales team in answering technical questions prospects may have.
- Onboard clients and follow up to ensure strategy completion.
- Maintain client files, organize deliverables, and document planning notes.
- Collaborate with the marketing team to develop ideas for tax-related content, email campaigns, and educational material.
What We're Looking For
- 7+ years of experience in U.S. tax preparation for individuals and/or small businesses.
- Familiarity with QuickBooks, Drake, ProSeries, TaxDome, or similar software.
- Excellent written English for drafting client-facing emails and content ideas.
- Comfort with IRS research and interpreting publications.
- Understanding of common U.S. tax strategies like QBI, S-corp, SEP IRA, and cost segregation.
- Strong organizational skills and attention to detail.
Nice to Have
- Experience with real estate tax strategies or investor clients.
- 3+ years of experience in tax advisory or planning.
- Background in marketing or content collaboration.
Technical Stack
- QuickBooks
- Drake
- ProSeries
- TaxDome
Team & Environment
You will join a fully remote team.
Benefits & Compensation
- Salary: $2,500 - $4,000 per month, based on assessment.
Work Mode
This is a fully remote, global position. Candidates must be based in the Philippines.
Agent is an equal opportunity employer.
