Enrolled Agent Tax Advisor

4 days ago

Baguio, Philippines Agent Full time

Overview

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.

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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