CPA Licensed Tax Planner
Location: Remote
Compensation: To Be Discussed
Reviewed: Wed, Sep 23, 2026
This job expires in: 30 days
Job Summary
To support a growing tax practice, the full-time CPA Licensed Tax Planner will build and review client tax plans, assist with income tax filings for over 300 individuals, and collaborate with advisors to develop tax strategies, all while working remotely.
Key responsibilities
- Building and reviewing client tax plans and projections
- Assisting the Tax Manager with income tax filing for 300+ individuals
- Preparing and reviewing financial statements and reporting packages, including P&L, balance sheet, and cash flow
Required qualifications
- 1-5 years of experience in public accounting, tax filing, tax planning, or financial planning
- CPA or EA certification is required; CFP is optional
- Proficiency in tax-related software applications
- Strong ability to tackle tax-related projects and solve individual tax issues
- Experience with CCH Axcess or other professional tax software is a plus
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