Tax Advisor
$50 - $110/hourpay
Contractor
Remote
Required Skills
tax preparation software
federal tax code knowledge
analytical skills
written and verbal communication
financial analysis
client relationship management
remote work proficiency
tax planning
compliance
estate planning
trust administration
international tax
collaboration
attention to detail
regulatory research
About micro1
micro1 is a data engine that helps AI labs train foundational models and enterprises build AI agents. We provide frontier evaluations and reinforcement learning environments used to improve LLM capabilities, as well as contextual evaluations used to monitor and improve AI agents in enterprise settings. Our data engine includes an AI recruiter agent that sources and vets domain experts, a data platform that enables rapid production of high-quality training data, and a pipeline performance system that ensures both quality and velocity.
Our goal is to have 1 billion people doing meaningful work by contributing their expertise to the development of frontier AI models. We’ve raised $40M+ in funding, and our AI recruiter has powered more than 1 million AI-led interviews as our global network of experts expands to form the human intelligence layer for AGI.
Job Summary
Join our customer's team as a Tax Advisor and play a pivotal role in delivering expert tax guidance to a diverse client portfolio. You will be instrumental in shaping sound financial decisions, ensuring compliance, and optimizing clients’ tax strategies. This remote opportunity is ideal for highly communicative financial professionals eager to make a meaningful impact.
Key Responsibilities
- Analyze clients’ financial information to craft effective tax strategies and ensure compliance with current tax laws and regulations.
- Prepare, review, and submit accurate tax returns for individuals, families, and small businesses.
- Provide ongoing tax planning advice, addressing both short‑term and long‑term client financial goals.
- Interpret complex tax legislation and communicate implications clearly in both written and verbal formats.
- Collaborate with other financial professionals to deliver holistic financial advice and coordinate across disciplines.
- Proactively identify tax-saving opportunities and educate clients about potential risks and benefits.
- Stay up-to-date with evolving tax codes, financial legislation, and industry best practices.
Required Skills and Qualifications
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification.
- Proven experience as a Personal Financial Advisor, Tax Advisor, or similar role in financial services.
- Exceptional written and verbal communication skills with demonstrated ability to explain complex concepts clearly and empathetically.
- Comprehensive understanding of federal, state, and local tax codes and financial regulations.
- Excellent analytical skills and attention to detail.
- Ability to work independently in a remote environment, managing multiple client relationships efficiently.
- Tech-savvy, with proficiency in financial and tax preparation software.
Preferred Qualifications
- Experience advising high-net-worth individuals or family offices.
- Advanced expertise in estate planning, trust administration, or international tax.
- Previous experience working in a client-focused, remote advisory role.