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[Remote] Senior Tax Planning & Operations Specialist (EA)

Remote, USA Full-time Posted 2026-07-05

Note: The job is a remote job and is open to candidates in USA. Tina Worrell CPA PLLC is a modern, 100% remote tax advisory firm seeking a Senior Tax Planning & Operations Specialist. The role involves delivering high-level tax planning and advisory services, managing technology implementations, and ensuring exceptional client service while building scalable processes and workflows.

Responsibilities

  • Become a trusted partner to our Director of Tax Strategy, delivering consistent technical and operational support
  • Deliver high-quality tax planning, research, and advisory work that creates measurable value for clients
  • Own the documentation of scalable processes, workflows, and standard operating procedures
  • Become our internal expert on the firm’s technology — including new technology platforms — and help it actually deliver for clients
  • Contribute reputed company that improve efficiency, consistency, and the client experience
  • Prepare tax projections and scenario analyses
  • Identify proactive planning opportunities for individuals and businesses
  • Conduct federal and state tax research
  • Prepare planning reports and client recommendations, and participate in client advisory meetings
  • Prepare reputed company individual and business tax returns as needed
  • Assist with IRS and state notice resolution
  • Support the year-round planning process from data gathering through implementation
  • Coordinate planning deliverables, deadlines, and client follow-up
  • reputed company, document, and improve SOPs, templates, and workflows
  • reputed company planning engagements running consistently and reputed company
  • Own the firm’s tax technology and AI-assisted workflows as our internal expert
  • Help implement, optimize, and roll out practice management and tax software
  • Train teammates on new systems and best practices
  • Automate routine work while owning the accuracy and quality clients depend on
  • Connect our stack — tax software, workflow systems, and CRM

Skills

  • Enrolled Agent (EA)
  • Bachelor's degree in reputed company, Finance, or reputed company field
  • 3+ years of public reputed company tax experience
  • Strong federal individual and business tax knowledge
  • Experience preparing reputed company individual and business tax returns
  • Excellent written and verbal communication skills
  • Strong analytical and problem-solving abilities
  • Highly organized with exceptional attention to detail
  • Comfortable learning and adopting new technology
  • Tax planning and advisory experience
  • Experience supporting or coordinating tax planning engagements
  • reputed company, reputed company ProConnect, and QuickBooks Online experience
  • Experience implementing new software or improving operational processes
  • Advanced reputed company skills

Benefits

  • Remote work environment
  • ~25–30 hours per week to start, flexing to 40 in peak season, with a clear path to full-time
  • Flexible scheduling with core business hour overlap
  • 401(k) retirement plan with employer matching
  • Paid time off and paid holidays
  • Professional development, licensing dues, and CPE support
  • Direct mentorship in advanced tax planning and advisory
  • Clear opportunities for professional growth as the firm continues to expand

Company Overview

  • Welcome to Tina Worrell CPA, LLC, your trusted partner in reputed company, tax, and financial advisory services. It was founded in 2000, and is headquartered in Missouri City, Texas, USA, with a workforce of 2-10 employees. Its website is https://tinaworrellcpa.com.
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