Tax Advisor - Business Tax Advisory Team EA/CPA REMOTE Job Listing at JDA TSG in Elk Grove, CA (Job ID 12893475-ElkGrove,CA)

Description

Tax Advisor - Business Tax Advisory Team

REMOTE | $70,000 annually + benefits including 401(k) + match

Full-time | M-F business hours | Start Date: December 15, 2025

JDA TSG's Tax Services Group is seeking credentialed Tax Advisors to support small business clients nationwide. As a trusted advisor, you will deliver proactive, compliant, and strategic tax guidance that empowers entrepreneurs to achieve their goals. This role combines technical expertise with relationship-building and operational agility in a fast-paced, client-focused environment.

Opportunity Highlights

• 100% Remote work within the U.S.
• Full-time, year-round position
• Competitive yearly salary at $70k
• Comprehensive benefits including 401(k) with match, medical, and paid time off

Required Qualifications

• Enrolled Agent (EA) or CPA credentials.
• 1–3 years in small business tax preparation and advisory services.
• Proficiency in tax technology platforms; ability to learn new tools quickly.
• Strong communication, client-centric approach, and problem-solving ability.
• Familiarity with entity elections (LLC, S-Corp, C-Corp), quarterly estimates, payroll, and sales tax preferred.

Core Responsibilities

Client Advisory & Relationship Management

• Serve as a strategic partner to small business owners, providing tailored tax guidance and actionable insights.
• Respond to inbound and outbound tax advisory calls (TACs) and messaging requests.
• Explain complex tax concepts clearly and empathetically to non-expert clients.

Compliance & Accuracy

• Ensure all advice aligns with IRS and state regulations; maintain meticulous attention to detail to prevent compliance issues.

Cross-Functional Collaboration

• Partner with Bookkeepers, Tax Preparers, and Payroll Specialists to deliver integrated solutions and exceptional client outcomes.

Operational Flexibility

• Support an on-demand advisory model, including extended hours during peak tax season.

Technology Utilization

• Internal systems for documentation and client interaction.

Why Join JDA TSG?

Since 2011, JDA TSG has partnered with clients to solve their toughest business challenges through dynamic, forward-facing approaches to process improvement and managed services. We leverage technology and talent to deliver exceptional outcomes.

JDA TSG is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, protected veteran status, political affiliation, or any other status protected by applicable law.

Applicants must be legally authorized to work in the United States without the need for employer sponsorship now or in the future.

 Apply on company website