Enrolled Agent Tax Advisor (Remote)

Job Title: Tax Advisor

Type: Full-time (Remote)

Working Hours: Monday - Friday 9AM to 6PM PST (with 1 hour break)

Salary: $2,500 - $5,000/month (salary based on assessment)

Location: Philippines

Company:

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

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:

• 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 (1040, 1120S, 1065, Schedule E, etc.)

• 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 with them to ensure they complete their strategy within a reasonable time frame and nothing falls through the cracks

• 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

Requirements:

• 7+ years of experience in U.S. tax preparation (individual and/or small business returns)

• Familiarity with QuickBooks, Drake, ProSeries, TaxDome, or similar software

• Excellent written English (for drafting client-facing emails and content ideas)

• Comfortable with IRS research and interpreting publications

• Understanding of common U.S. tax strategies (QBI, S-corp, SEP IRA, cost segregation, etc.)

• Strong organizational skills and attention to detail

Bonus Points:

• Experience with real estate tax strategies or investor clients

• 3+ years of experience in tax advisory/planning

• Background in marketing or content collaboration

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