U.S. Tax Planning & Advisory Specialist

U.S. Tax Planning & Advisory Specialist

Location: Philippines — Remote
Employment: Part-Time / Project-Based
Compensation: $5-10 USD/hour, based on demonstrated expertise
Initial Workload: Approximately 5–15 hours/week
Start: Immediate

About the Opportunity

I am a U.S.-based entrepreneur seeking an experienced U.S. tax advisory professional to help evaluate tax-planning strategies, analyze financial alternatives, and coordinate specialized advisers.

My current business activities are primarily operated as a sole proprietor. I am also developing Rank & Rent Factory (RNRF), a scalable portfolio of digital lead-generation assets.

I am interested in legitimate tax efficiency, capital preservation, business ownership structures, retirement planning, and eventually establishing residence outside California and the United States.

This is a tax-planning and advisory research position—not routine bookkeeping, data entry, or basic tax preparation.

I already have operational support and may engage separate bookkeepers and tax preparers.

I am looking for someone who understands U.S. tax concepts well enough to identify meaningful opportunities, evaluate tradeoffs, challenge questionable claims, and recognize when specialized professional review is necessary.

Primary Responsibilities

Tax Strategy Research & Evaluation

Investigate and compare strategies involving:

• Sole proprietorships, LLCs, S-Corps, and C-Corps.
• Business deductions and tax credits.
• Retirement contributions, Solo 401(k), traditional and Roth accounts.
• ROBS (Rollovers as Business Startups).
• Business ownership and holding structures.
• Depreciation and tax-advantaged investments.
• California tax residency and income sourcing.
• International relocation and cross-border taxation.
• Trusts, estate planning, and asset protection.

You are not expected to be an expert in every specialty. You must identify when qualified tax, legal, retirement-plan, or international advisers are required.

Financial & Tax Analysis

• Prepare tax-planning comparisons and financial scenarios.
• Analyze current versus future tax consequences.
• Evaluate cash-flow and liquidity implications.
• Research eligibility requirements and implementation deadlines.
• Identify risks, restrictions, and unresolved questions.
• Distinguish legitimate opportunities from aggressive or unsupported claims.
• Prepare concise, evidence-based written recommendations.

Professional Coordination

• Identify the types of specialists required for particular strategies.
• Help assess professional qualifications and proposals.
• Prepare technical questions for adviser consultations.
• Coordinate research and implementation with accountants and attorneys.
• Maintain a prioritized tax-strategy register.
• Track unresolved issues and professionally reviewed recommendations.

Communication & Project Ownership

• Independently investigate assigned financial questions.
• Clearly explain alternatives and tradeoffs.
• Identify missing information.
• Escalate decisions requiring owner approval.
• Take responsibility for completing assigned research and coordination projects.

Required Qualifications

• At least 4 years of substantial U.S. tax experience, or equivalent demonstrated capability.
• Direct exposure to tax planning, advisory engagements, or tax research.
• Strong understanding of U.S. individual and business taxation.
• Familiarity with entity taxation and retirement-related tax issues.
• Experience preparing tax projections or comparing planning scenarios.
• Ability to research authoritative IRS and state tax sources.
• Strong analytical and written communication skills.
• Ability to work independently and recognize professional limitations.

Preferred Qualifications

• Active IRS Enrolled Agent or U.S. CPA credential.
• Philippine CPA with substantial U.S. tax advisory experience.
• Experience in a U.S. CPA or tax advisory firm.
• Experience with California tax matters.
• Exposure to international tax planning.
• Experience coordinating tax attorneys or other specialists.
• Experience evaluating retirement and business ownership strategies.

Please identify the jurisdiction and current status of any professional credentials.

Initial Project

Evaluate a prioritized set of current-year tax-planning questions and future business-structure alternatives.

Deliverables may include:

• Tax strategy comparison matrix.
• Preliminary financial and tax scenarios.
• Source-backed research findings.
• Identification of specialist requirements.
• Implementation dependencies and deadlines.
• Concise recommendations for owner review.

This role may develop into an ongoing tax advisory coordination relationship.

Application Instructions — Read Carefully

Begin your application with this exact heading:

Tax Strategy — Application

Then provide:

1. Your résumé and relevant U.S. tax advisory experience.
2. One example of a tax-planning strategy you personally analyzed.
3. Your experience with business entities, retirement accounts, or tax credits.
4. Your credentials, hourly rate, and weekly availability.
5. One example of a complex tax issue where you recognized the need for specialist advice.

Required Technical Question

Please answer in approximately 150–200 words:

*A U.S. sole proprietor has approximately $140,000 in annual business income, $100,000 in liquid cash, no retirement savings, and expects relatively low income next year while building a new business.*

What three tax-planning strategies would you prioritize investigating, what information is missing, and what risks or limitations would you flag?

We value sound reasoning and professional judgment over promises of tax savings.

Optional Video Introduction — Preferred

You may submit a 2–3 minute video explaining your U.S. tax advisory background and one meaningful planning engagement.

A simple recording is sufficient. Video is optional; equivalent written responses are welcome.

Selection Process

Shortlisted candidates may complete a paid technical assessment using fictional financial information.

We evaluate tax reasoning, research accuracy, financial judgment, professional boundaries, and independent initiative.

Do not submit confidential client information.

We are looking for a thoughtful tax professional who can help investigate, evaluate, and coordinate legitimate financial strategies—not someone who simply repeats tax-saving claims.