Tax Advisor

  • Full-Time
  • Remote
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Job Description:

Tax Advisor

Company Overview

​It is a growing tax advisory firm managing a portfolio of 73 clients, focused on proactive, year-round tax planning and advisory for individuals and business owners. The company helps clients reduce tax liability, protect assets, and make informed financial decisions by designing and implementing forward-thinking tax strategies that align with each client's unique financial and business situation. Alongside advisory services, it provides tax preparation and bookkeeping to ensure filings reflect the strategies put in place and to keep clients compliant with changing tax laws.

​Mission

​We're looking for a Full-Time Tax Advisor who will focus on delivering high-value advisory, bookkeeping, and tax preparation to an assigned client portfolio. In this role, you'll lead 4-5 client Zoom calls per day, develop and implement customized tax strategies, oversee tax return preparation, and collaborate closely via Slack with our internal team, including the COO and Chief of Staff. This is a highly collaborative, client-facing fulfillment role where your ability to communicate complex tax concepts clearly, interpret financial statements like a savvy investor, and bring a personable, tech-savvy presence to our client relationships matters most. If you enjoy proactive planning, client-facing advisory, and leveraging modern AI tools to streamline workflows — you'll feel right at home.

Key Responsibilities

​Your daily tasks will vary, giving you room to learn, grow, and strengthen your skills while supporting the team with excellence.

  • ​Deliver high-quality tax advisory services to existing clients through scheduled meetings and ongoing communication
  • ​Lead advisory Zoom calls and client-facing planning sessions, maintaining a healthy workload of 4-5 client calls per day
  • ​Create comprehensive client recap memos post-call outlining progress, tax liability projections, and reduction strategies
  • ​Develop and implement customized tax strategies based on client goals and financial situations
  • ​Identify and recommend additional services (e.g., Accounting, Tax Resolution) when appropriate during client interactions
  • ​Prepare tax returns and conduct day-to-day bookkeeping tasks for clients
  • ​Interpret and analyze financial statements with investor-level sophistication
  • ​Coordinate with internal accounting and tax teams on compliance matters via Slack, ensuring fast response times
  • ​Take ownership of any errors or discrepancies and ensure they are corrected promptly and properly
  • ​Draft clear, thoughtful client communications and memos, leveraging tools like ChatGPT and Fathom for optimization
  • ​Research IRS rules, regulations, and planning strategies to support client-specific recommendations
  • ​Prepare and review U.S. tax returns when necessary (1040, 1120S, 1065, Schedule E, etc.)
  • ​Support clients with real estate, business, and entity-level tax strategies
  • ​Maintain organized client files, deliverables, and documentation of planning work
  • ​Utilize Excel functions such as pivot tables, SUMIF, and VLOOKUP for analysis and workpapers
  • ​Work with ASC 740 book-to-tax workpapers prior to preparing returns
  • ​Support clients during audits or IRS inquiries, coordinating responses and documentation
  • ​Ensure timely completion of deliverables and filings in accordance with IRS deadlines

​Qualifications

  • ​Years of Experience: 3+ years (Big Four firm experience like PwC, EY, Deloitte is highly valued)
  • ​Education: Minimum Bachelor's degree in Accounting required; Advanced degree in Tax Law or Advanced Accounting preferred
  • ​CRM Tool: Not required
  • ​Softwares: QuickBooks Online (proficiency required), ChatGPT (for prompting/memo drafting), Fathom (for call recording/memos), Slack (for fast-paced team communication), Excel (pivot tables, SUMIF, VLOOKUP), ASC 740 workpapers, tax preparation software (1040, 1120S, 1065), Zoom
  • ​Industry Knowledge Required: U.S. tax law, IRS regulations, and sophisticated financial statement analysis
  • ​Specific Gender: No preference

​Skills & Competencies

  • ​Strong verbal and written communication; ability to explain complex tax concepts clearly
  • ​Tech-savvy mindset with familiarity with AI automation, ChatGPT prompting, and modern accounting tech stacks
  • ​High attention to detail and accuracy in tax review, bookkeeping, and documentation
  • ​Client-facing interpersonal skills and professionalism to build trust and rapport with a personable approach
  • ​Analytical and research skills for IRS rules and tax planning strategies
  • ​Ability to read and understand financial statements like a savvy investor
  • ​Ownership mentality — ability to identify, own, and resolve issues promptly
  • ​Time management and organization to oversee multiple client engagements and deliverables
  • ​Comfortable leading virtual meetings and coordinating with internal teams in a fast-paced environment (minutes-level response times via Slack)

​Technical Requirements

  • ​Own PC or laptop
  • ​Reliable internet connection (wired connection recommended)
  • ​Noise-cancelling headset and a quiet, professional workspace
  • ​Ability to run Zoom, Slack, Fathom, and other virtual meeting/automation tools
  • ​Access to tax preparation software and ASC 740 workpapers
  • ​Secure environment for handling sensitive client data (e.g., up-to-date OS/antivirus, VPN recommended)

Position Description

  • Working Hours: 8,5 hours, Between 3:30 PM and 12:00 AM Beirut Time.
  • Working Days: 5 days a week
  • Days Off: Saturday and Sunday
  • Work Location: Fully-remote, you can work from anywhere
  • PTO (Paid Time Off): 14 days of approved Lebanese national holidays per year (candidate to provide advanced notice)
  • ​Salary Range: $2,500 - $2,700