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Tax Advisor CPA/EA

Covenant Tax Advisors PLLC · Charlotte, United States

FULL TIMEfull_time

Job Description

Job DescriptionJob DescriptionCovenant Tax AdvisorsEnjoy working with people and taking ownership? Join Covenant Tax Advisors as a CPA or EA, providing strategic tax planning and year-round client care in a fully remote role.Job DescriptionYou will manage an assigned portfolio of individual and business clients, developing and implementing proactive tax strategies and taking responsibility for annual tax returns. We seek an excellent communicator who builds relationships, takes initiative, and independently moves client work forward.
Responsibilities:Strategic Tax Planning: Develop customized tax strategies and projections, and follow through on implementation.Tax Preparation: Prepare and/or review annual individual and business tax returns, ensuring planning strategies are properly reflected.Client Communication: Lead planning meetings, explain recommendations clearly, and proactively follow up throughout the year.Client Relationships: Know your clients, understand their goals, and serve as their primary tax advisor.Technical Expertise: Monitor relevant tax law changes and identify planning opportunities for assigned clients.Engagement Ownership: Manage client needs, follow-up, and deadlines from start to finish while collaborating with our team.
QualificationsActive 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.Bachelor's degree in accounting not required but preferred5+ years of experience in a public CPA firm.

Job Details
Job Type: Full-time | Fully RemoteCompensation: $65,000 - $95,000 DOE
BenefitsCompetitive CompensationHealth InsurancePaid Time OffHoliday PayFlexible Work ScheduleRemote Work Environment\nCompany DescriptionCovenant Tax Advisors is a relationship-focused tax planning firm guided by integrity, stewardship, service, and excellence.Company DescriptionCovenant Tax Advisors is a relationship-focused tax planning firm guided by integrity, stewardship, service, and excellence.

Details

CompanyCovenant Tax Advisors PLLC
LocationCharlotte, United States
TypeFULL TIME
Nichefinance
Experiencefull_time

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