Remote work, Work from home WFH Opportunity

Looking for an exciting opportunity to work with a company that values being personable, responsible, and strategic? Look no further than Contigo Advisors! We are seeking a Senior Tax Advisor who shares our values and is passionate about helping small businesses reduce their tax liabilities by a minimum of 20% and as much as 100%.

At Contigo Advisors, we pride ourselves on treating each other and our clients with respect and kindness, and delivering on our promises in a timely manner. We don't believe in busy work or wasting time on things that don't add value to our clients. Instead, we're on the ground floor of creating strategic accounting services for small businesses in the new world of AI and improved computer processes.

As a member of our team, you'll have almost limitless opportunities to contribute in any number of areas, and the growth potential for you is almost non-existent. We offer continuing education opportunities to our team members who want to sit for a CPA or EA exam, and we're excited to have you join us on the ground floor of this rapidly expanding company.

We are not formal or stodgy - we're practical, personable, and focused on getting the job done. We trust our team members to do their jobs and don't stifle their creativity or motivation. If you're the kind of person who thrives in this kind of environment, we'd love to hear from you.

Our impact on the world is to leave it a little better than we found it, and we do that by focusing on strategic tax and financial planning in a way that benefits our clients and team members alike. We're excited to be the benchmark for how small and mid-sized accounting firms deal with small and mid-sized businesses in this new world of AI and increased technology, and we're always looking for new team members who share our passion and values.

Join us at Contigo Advisors and make a difference in the world - one client at a time.

Key Responsibilities:

Develop and implement tax strategies for our small business clients

Provide ongoing tax advice and support to clients

Conduct regular tax reviews to identify potential tax savings opportunities

Monitor changes in tax laws and regulations and advise clients accordingly

Prepare and file tax returns for clients

Provide tax planning advice to clients on an ongoing basis

Build and maintain strong relationships with clients

Key Qualifications:

Bachelor's degree in accounting, finance, or related field

Certified Public Accountant (CPA) or Enrolled Agent (EA) designation

Minimum of 7 years of tax experience, preferably in a public accounting firm

Strong knowledge of tax laws and regulations

Excellent analytical and problem-solving skills

Strong communication and interpersonal skills

Who We Help

Entrepreneurs

Agency Owners

Freelancers

Sr. Tax Advisor

How We Help

We believe long-term success happens when you have a plan and support from a community of business owners just like you.

That's why we created easy-to-use tools and programs so you can achieve wealth and change your life through entrepreneurship.