Client Advisory & Relationship Management:
- Serve as the primary advisor for a portfolio of clients, leading quarterly advisory meetings and delivering proactive tax planning.
- Translate complex tax concepts into clear, actionable guidance for business owners.
- Proactively identify planning opportunities based on changes in client circumstances and tax law.
Tax Strategy & Planning:
- Develop, maintain, and update customized tax plans for clients.
- Work with your team to implement tax strategies efficiently and ensure compliance aligns with the client's overall financial goals.
Tax Oversight & Quality Control:
- Review and finalize tax returns, projections, and advisory deliverables for accuracy and quality.
- Ensure tax filings reflect the client's defined goals for financial and advisory strategy.
RES Consulting
RES Consulting is helping a progressive CPA firm find a Remote Tax Advisor. This firm is growing around proactive tax advisory rather than volume-based compliance and the client niche is focused on strategic business groups, growth-stage entrepreneurs, and HNWIs and families.