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 ideas 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 complex 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
• Develop, document, and improve SOPs, templates, and workflows
• Keep planning engagements running consistently and efficiently
• 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 Accounting, Finance, or related field
• 3+ years of public accounting tax experience
• Strong federal individual and business tax knowledge
• Experience preparing complex 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
• Canopy, Intuit ProConnect, and QuickBooks Online experience
• Experience implementing new software or improving operational processes
• Advanced Excel 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