[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.

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