Tax Planning Specialist

9 hours ago

Home Based, South Africa xfusion Full time

Company: Prime Path Advisory – A remote tax strategy firm serving high-income individuals, real estate investors, and small business owners.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, India, or South Africa 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
  • Support the sales team by answering technical questions from prospects
  • Onboard clients and follow up to ensure they progress through the strategy and nothing falls through the cracks
  • Help maintain client files, organize deliverables, and document planning notes
  • Collaborate with the marketing team on 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 (you'll draft 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 in tax advisory/planning
  • Background in marketing or content collaboration

Work Schedule: Full-time (40 hours/week), 9am – 6pm PST (with a 1-hour break)How to Apply:

If you meet the qualifications, please email with the subject line: Tax Advisor Application – 2025.

Include:

  • Your CV (attached as a file)
  • Credentials & Licenses (e.g., CPA/CA/EA, PTIN, CPE status)
  • Work Samples (optional): redacted excerpts of tax memos, client emails, or review notes (remove all PII)
  • In the body of your email, please include:
  • How many total years of experience you have in U.S. tax preparation (individual and/or small business returns).
  • Your location and compensation expectations

Compensation: $2,000 – $3,000 base + up to 25% bonus based on performance

Job Type: Full-time

Pay: R34 662,90 - R51 994,35 per month

Work Location: Remote

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