Meester & Company, Inc. · 2 weeks ago
Tax Advisor - Remote, No Overtime, People-First Culture
United States
Full-time
Remote
Senior Level
$100K/yr - $120K/yr
6+ years expMeester & Company, Inc. is a boutique tax, accounting, and advisory firm based in downtown Chico, CA, serving clients nationwide. They are seeking an experienced Tax Advisor to build and manage a portfolio of firm clients, delivering high-quality tax compliance, planning, and advisory services while fostering strong client relationships and mentoring team members.
Accounting
Hiring Manager
Johanna Gross, CPA
Responsibilities
Prepare and ensure timely delivery of, federal, state, and local income tax returns for Individuals (1040), Partnerships (1065), S Corporations (1120S), C Corporations (1120)
Review returns prepared by team members, ensuring technical accuracy and compliance, while strengthening their knowledge through thoughtful review notes and learning opportunities
Step back from the technical details to analyze each return from a big-picture perspective
Proactively identify opportunities to minimize client tax liabilities and develop tailored strategies
Stay current with tax law changes and communicate updates to clients and internal teams
Serve as the primary point of contact for assigned clients on tax-related matters, building strong, long-term relationships
Maintain consistent engagement with clients, ensuring their evolving needs are understood and addressed through regular communication
Research and respond to IRS and state inquiries in a timely and professional manner
Collaborate directly with the clients’ designated MCo CAS Advisor or their internal accounting team to ensure alignment and accuracy
Consult and advise clients on key areas that are important to them such as entity selection, compensation strategies, and tax strategies that support their goals
Partner closely with the Director of Tax to oversee workflow, prioritize deadlines, and enhance firm processes
Participate actively in improving systems, workflows, and documentation; share ideas that make the firm better
Research complex tax issues and prepare clear, actionable recommendations
Provide mentoring, feedback, and training to junior team members
Approach challenges with curiosity and ownership, always looking for solutions, not just identifying problems
Qualification
Required
CPA license or Enrolled Agent (EA) required
6+ years of recent experience in tax advisory services or public accounting
Proven expertise in preparing and reviewing 1040, 1065, 1120S, and 1120 returns across multiple states
Strong knowledge of small-to-mid-sized ($1M-$30M Revenues) business taxation, entity structuring, and compensation strategies
Excellent written and verbal communication skills with clients and internal teams
Preferred
2 years' experience with UltraTax strongly preferred
Familiarity with Karbon and Truss preferred
Benefits
Competitive compensation
Remote-first role (with an open-door office in Chico if you’re local)
Full-time, Monday–Friday flexible schedule (we respect work-life balance)
Generous PTO
Medical, dental, vision, and life insurance
Retirement plan with employer match
Company-sponsored training and professional development opportunities
Best-in-class software tools including UltraTax, Karbon, and Truss
Collaborative, people-first environment
Company
Meester & Company, Inc.
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11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase