Tax Planning Associate

**Job Summary** About NetAdvizor NetAdvizor is a tax, accounting, and wealth advisory firm serving business owners and high\-income households. We don't just file returns — we build proactive tax plans, advise on entity structure, and act as an outsourced CFO for clients across multiple industries. Our work is deliverable\-driven: clients receive clear, branded plans they can actually act on. The Role You'll work directly with our founder and client teams to research, model, and deliver tax planning strategies. This is a hands\-on advisory role, not a compliance mill. You'll spend your time on planning engagements, projections, and strategy — with tax prep season support as needed. What You'll Do * Build multi\-year tax projections and scenario models for individuals, S corps, and partnerships * Research and document planning strategies (entity election, retirement plan design, income timing, depreciation strategy, owner compensation) * Draft client\-facing tax plan deliverables and supporting analysis * Support quarterly planning check\-ins and estimated payment calculations * Review returns for planning opportunities and follow\-through on implemented strategies * Coordinate with bookkeeping and payroll workflows (QuickBooks Online environment) What We're Looking For * 2–5 years of tax experience in public accounting or a planning\-focused firm * Strong working knowledge of pass\-through entity taxation (S corps, partnerships) and individual tax * Ability to model scenarios in Excel and explain the "why" behind a strategy in plain English * Self\-directed and comfortable working remotely with async communication * EA or CPA (or actively pursuing) preferred but not required Nice to Have * Experience with tax planning software and QuickBooks Online * Exposure to real estate taxation, cost segregation, or oil \& gas * Experience drafting client\-facing deliverables or memos Compensation \& Benefits * $60,000–$75,000 base salary, depending on experience * Fully remote — work from anywhere in the U.S. * Direct mentorship on advanced planning strategies and advisory work * Growth path into senior advisory roles as the firm scales How to Apply Send your resume and a short note about a tax planning strategy you've implemented (and what it saved the client) to \[email]. Pay: $60,000\.00 \- $75,000\.00 per year Benefits: * 401(k) * 401(k) matching * Flexible schedule * Opportunities for advancement * Paid sick time * Paid time off * Work from home Work Location: Remote