Prime Path Advisory - US Tax Advisor/Tax Preparer

Tax Advisor (Big 4 Experience Required)

Prime Path Advisory is a remote tax strategy firm serving high-income individuals and business owners across the United States. We help clients save $50K-$300K+ annually through proactive tax planning and done-for-you implementation strategies.

Position - US Tax Advisor or Tax Preparer

Type - Full-Time | Remote

Working Hours - 8:00 AM - 5:00 PM EST

Compensation - $3,500-$6,000 USD/month

Required - Active U.S. EA or CPA License

Job Description

- Join a high-performing remote tax advisory team serving U.S. based clients

- Work with high-income individuals, business owners, and investors

- Support advanced tax planning and implementation strategies

- Collaborate across operations, sales, and marketing teams

Key Responsibilities

- Respond to tax and finance-related inquiries from leads and clients

- Draft client-facing tax planning responses and recommendations

- Research IRS rules and tax-saving strategies

- Prepare and review U.S. tax returns including 1040, 1120S, 1065, and Schedule E

- Support entity structuring, real estate strategies, and tax optimization

- Assist prospects with technical tax-related questions

- Help onboard clients and maintain organized planning documentation

- Collaborate with the marketing team on educational tax content and campaigns

Requirements

- Active U.S. EA or CPA license (required)

- 3+ years at Deloitte, PwC, EY, KPMG, or equivalent top-tier advisory firm

- 7+ years of experience in U.S. tax preparation

- Strong knowledge of QBI, S-Corp, SEP IRA, cost segregation, and related strategies

- Excellent written English communication skills

- Experience using ProConnect, TaxDome, QuickBooks, Drake, or similar software

- Strong organizational skills and attention to detail

- High standards for accuracy and professional excellence

Bonus Qualifications

- Real estate tax strategy or investor-client experience

- 3+ years in tax advisory/planning

- Sales, marketing, or content collaboration background

- Experience with leveraged charitable donations, solar depreciation, or heavy equipment strategies

Required Email Subject:

Tax Advisor (X years of Big Four experience)

Applications that do not follow this format may be automatically disqualified.