Tax Advisor – Concierge Tax Planning (Commission-Based, Remote)
Company Description
Dynamic Tax Advisory is an ROI-driven tax advisory firm specializing in advanced, year-round tax planning for business owners, investors, and high-income professionals. We focus on proactive, forward-looking strategies that go beyond compliance—improving cash flow, reducing lifetime tax exposure, and creating clarity around tax outcomes before filing season.
Our work centers on strategic tax planning, entity structuring, reasonable compensation analysis, and coordinated implementation. We support complex income profiles and multi-entity structures using data-driven modeling and strategies aligned with IRS guidance.
Role Description
Dynamic Tax Advisory is expanding its Concierge Tax Planning practice and is seeking experienced Tax Advisors to deliver strategic, advisory-focused tax planning services.
This is a remote, commission-based independent contractor (1099) role designed for tax professionals who want to focus on advisory, planning, and client strategy—not tax return production, administrative work, or firm overhead.
You will work within a structured advisory framework using advanced tax planning tools and internal implementation workflows, while maintaining professional independence.
What You’ll Do
• Lead discovery and tax planning conversations with qualified clients
• Analyze tax returns and financial data using structured planning software
• Design and present personalized, forward-looking tax strategies
• Advise clients on implementation priorities and next steps
• Coordinate with internal teams for execution and documentation
• Maintain clear client notes and advisory documentation
This Role Does Not Include
• Preparing or filing tax returns
• Bookkeeping, payroll, or compliance production
• Conducting tax audits or audit defense
• Guaranteeing tax savings or outcomes
• Client billing, collections, or administrative tasks
Compensation & Structure
• Commission-based, performance-driven compensation
• Revenue-share model tied to collected advisory fees
• Independent contractor (1099) role
• Compensation structured around advisory delivery and implementation milestones
• No caps on earnings
• Compensation is aligned based on experience, advisory capability, and role scope.
Qualifications
• Enrolled Agent (EA), CPA, or equivalent professional experience
• Strong client-facing communication and presentation skills
• Ability to explain complex tax concepts clearly and professionally
• Advisory mindset with a focus on long-term planning and execution
Experience or strong interest in:
• Business owner tax planning
• S-Corporation optimization
• High-income W-2 tax strategies
• Real estate tax planning
This Role Is Not a Fit If You Are
• Seeking W-2 employment, salary, or hourly compensation
• Focused exclusively on seasonal tax preparation
• Uncomfortable with performance-based compensation
• Interested in transactional or product-driven sales roles
What We Provide
• Access to advanced tax planning platforms and frameworks
• A proven concierge tax advisory methodology
• Branded advisory materials and structured workflows
• Implementation support and internal review processes
• No technology costs, overhead, or administrative burden
Legal & Engagement Structure
• Independent contractor agreement required
• NDA and non-solicitation agreement required
• Clients contract directly with Dynamic Tax Advisory
• Client relationships remain with the firm
Why Dynamic Tax Advisory
• We are building a long-term, scalable tax advisory platform focused on delivering measurable planning value—not transactional tax preparation.
• If you’re looking to grow into high-impact advisory work with the support of a structured system and flexible economics, we’d like to connect.
How to Apply
Submit:
• A brief professional summary
• Your credentials (EA, CPA, or equivalent experience)
• A short note on your advisory experience or interest
Qualified candidates will be invited to an introductory strategy call.
Apply Now
Apply Now
Dynamic Tax Advisory is an ROI-driven tax advisory firm specializing in advanced, year-round tax planning for business owners, investors, and high-income professionals. We focus on proactive, forward-looking strategies that go beyond compliance—improving cash flow, reducing lifetime tax exposure, and creating clarity around tax outcomes before filing season.
Our work centers on strategic tax planning, entity structuring, reasonable compensation analysis, and coordinated implementation. We support complex income profiles and multi-entity structures using data-driven modeling and strategies aligned with IRS guidance.
Role Description
Dynamic Tax Advisory is expanding its Concierge Tax Planning practice and is seeking experienced Tax Advisors to deliver strategic, advisory-focused tax planning services.
This is a remote, commission-based independent contractor (1099) role designed for tax professionals who want to focus on advisory, planning, and client strategy—not tax return production, administrative work, or firm overhead.
You will work within a structured advisory framework using advanced tax planning tools and internal implementation workflows, while maintaining professional independence.
What You’ll Do
• Lead discovery and tax planning conversations with qualified clients
• Analyze tax returns and financial data using structured planning software
• Design and present personalized, forward-looking tax strategies
• Advise clients on implementation priorities and next steps
• Coordinate with internal teams for execution and documentation
• Maintain clear client notes and advisory documentation
This Role Does Not Include
• Preparing or filing tax returns
• Bookkeeping, payroll, or compliance production
• Conducting tax audits or audit defense
• Guaranteeing tax savings or outcomes
• Client billing, collections, or administrative tasks
Compensation & Structure
• Commission-based, performance-driven compensation
• Revenue-share model tied to collected advisory fees
• Independent contractor (1099) role
• Compensation structured around advisory delivery and implementation milestones
• No caps on earnings
• Compensation is aligned based on experience, advisory capability, and role scope.
Qualifications
• Enrolled Agent (EA), CPA, or equivalent professional experience
• Strong client-facing communication and presentation skills
• Ability to explain complex tax concepts clearly and professionally
• Advisory mindset with a focus on long-term planning and execution
Experience or strong interest in:
• Business owner tax planning
• S-Corporation optimization
• High-income W-2 tax strategies
• Real estate tax planning
This Role Is Not a Fit If You Are
• Seeking W-2 employment, salary, or hourly compensation
• Focused exclusively on seasonal tax preparation
• Uncomfortable with performance-based compensation
• Interested in transactional or product-driven sales roles
What We Provide
• Access to advanced tax planning platforms and frameworks
• A proven concierge tax advisory methodology
• Branded advisory materials and structured workflows
• Implementation support and internal review processes
• No technology costs, overhead, or administrative burden
Legal & Engagement Structure
• Independent contractor agreement required
• NDA and non-solicitation agreement required
• Clients contract directly with Dynamic Tax Advisory
• Client relationships remain with the firm
Why Dynamic Tax Advisory
• We are building a long-term, scalable tax advisory platform focused on delivering measurable planning value—not transactional tax preparation.
• If you’re looking to grow into high-impact advisory work with the support of a structured system and flexible economics, we’d like to connect.
How to Apply
Submit:
• A brief professional summary
• Your credentials (EA, CPA, or equivalent experience)
• A short note on your advisory experience or interest
Qualified candidates will be invited to an introductory strategy call.
Apply Now
Apply Now