Remote Tax Advisor at Agent

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Remote Tax Advisor at Agent. Remote Location: Philippines. Job Title. : Remote Tax Advisor. Type: . Full-time (Remote). Working Hours:. Monday - Friday 9AM to 6PM PST (with 1 hour break). Salary:. $2,500 - $4,000/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. LI-NC1#