Job Description

We are looking for a smart, reliable, and detail-oriented Tax & Finance Advisor to join our remote team. This role is ideal for someone based in the Philippines who has strong English communication skills and experience supporting U.S. clients. Responsibilities include responding to tax and finance-related inquiries, drafting replies that reflect U.S. tax planning insights, researching IRS rules and strategies, preparing and reviewing U.S. tax returns, and assisting the sales team. The role also involves onboarding clients and collaborating with the marketing team.

About We are a remote tax strategy firm

We are a remote tax strategy firm serving high-income individuals, real estate investors, and small business owners.

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