[Remote] Tax Advisor – Concierge Tax Planning (Commission-Based, Remote)

Note: The job is a remote job and is open to candidates in USA. Dynamic Tax Advisory is an ROI-driven tax advisory firm specializing in advanced, year-round tax planning for business owners, investors, and high-income professionals. They are seeking experienced Tax Advisors to deliver strategic, advisory-focused tax planning services in a remote, commission-based role. Responsibilities • Lead discovery and tax planning conversations with qualified clients • Analyze tax returns and financial data using structured planning software • Design and present personalized, forward-looking tax strategies • Advise clients on implementation priorities and next steps • Coordinate with internal teams for execution and documentation • Maintain clear client notes and advisory documentation Skills • Enrolled Agent (EA), CPA, or equivalent professional experience • Strong client-facing communication and presentation skills • Ability to explain complex tax concepts clearly and professionally • Advisory mindset with a focus on long-term planning and execution • Business owner tax planning • S-Corporation optimization • High-income W-2 tax strategies • Real estate tax planning Benefits • Access to advanced tax planning platforms and frameworks • A proven concierge tax advisory methodology • Branded advisory materials and structured workflows • Implementation support and internal review processes • No technology costs, overhead, or administrative burden Company Overview • Dynamic Tax Advisory is a specialized, ROI-driven tax advisory firm delivering advanced, year-round tax planning for business owners, investors, and high-income professionals. It was founded in 2025, and is headquartered in , with a workforce of 2-10 employees. Its website is https://www.DynamicTaxAdvisory.com. Apply tot his job Apply To this Job