Tax Advisor

Job Title: Tax Advisor

Job Type: Full-time or part-time with flexible options

Location: Hybrid · Minimum monthly/quarterly in Meridian, Idaho office

Salary: $80,000-$110,000+ package based on qualifications, adjusted annually for performance and bonus incentives

Benefits: PTO, health, dental, and vision insurance, 401(k) with Roth option, and growth opportunities

ABOUT KT ADVISORY SERVICES

We are not a traditional CPA firm. Our Vision is to shape a better future for our clients and staff — and we mean it. We work exclusively with business owners to plan proactively throughout the year, helping them reach short and long-term cash flow goals. Our services span Client Accounting Advisory Services (CAAS) and Tax Advisory Services (TAS). We value fit over volume, and relationships over transactions.

THE OPPORTUNITY

We are looking for a Tax Advisor who is ready to move beyond cranking through returns and spend more time focusing on advisory work. You will be a key contributor to our Tax Advisory Services team — building and reviewing tax plans, preparing and scrutinizing workpapers and returns, calculating quarterly estimates, and helping clients implement strategies that make a measurable difference.

This role is right for you if you have a sharp eye for detail, thrive in a self-directed environment, and are energized by helping business owners understand and act on their tax situation. You will work closely with the CAAS team and own the quality of your work product.

WHAT YOU'LL DOOU'LL DO

• Perform detailed review of tax plans, quarterly estimate calculations, tax workpapers, and federal and state tax returns for accuracy, completeness, and optimization.

• Participate in tax planning kickoff, implementation, and quarterly advisory calls with clients.

• Advise business owners and high net worth individuals on federal and state tax strategy, entity structure, and compliance.

• Calculate and review quarterly estimated tax payments and communicate timely to clients.

• Research tax issues independently — digging into code, regulations, and rulings to find the best outcome for clients.

• Review and prepare federal and state tax returns for S Corps, partnerships, C Corps, and individuals of varying complexity.

• Use AI tools and automation within company guidelines to increase efficiency, while carefully reviewing all outputs for accuracy and compliance.

• Communicate proactively with clients via calls and email to keep them informed and ahead of issues.

• Assist with accounting record reviews, adjusting journal entries, and account reconciliation as needed.

WHAT WE'RE LOOKING FOR

• Bachelor's degree in Accounting or related field; CPA license, Enrolled Agent, or LLM/JD in tax required.

• 3+ years of experience preparing and reviewing business and individual tax returns.

• Demonstrated experience with detail review of tax plans, quarterly estimates, tax workpapers, and returns — you catch what others miss.

• Deep working knowledge of S Corp, partnership, and individual taxation; C Corp and trust/estate experience a plus.

• Proven ability to work independently — you identify problems and find solutions.

• Experience with AI tools and automation in a tax or accounting context; comfortable leveraging technology while maintaining accuracy.

• Strong analytical and research skills — you enjoy digging in and thinking through multiple angles.

• Exceptional verbal and written communication; you can translate tax complexity into plain language for clients.

• Proficiency in reputable tax software, Microsoft Office, Google Workspace, and Adobe Pro.

• High attention to detail and a commitment to always doing the right thing.

WHY JOIN US

• Work with a focused, high-quality client base — not hundreds of rushed returns.

• Remote-first flexibility with a collaborative team.

• Opportunity to grow your advisory skills and take on more responsibility over time.

• A firm that actually invests in its people and lives its values.

To apply, send your resume to Sign in to view email and tell us why you think you'll be a good fit for this role.