Strategic Tax Advisor for Multi-Business S-Corp (U.S.-Based, QuickBooks & Structuring Expert)

Job ID: 39419604

Budget: $8 – $15 USD

We’re looking for an experienced U.S. tax professional or consultant to help us get our financial house in order.

We operate a consulting business registered as an S-Corp that builds and launches multiple businesses under one parent structure. Some of these entities are DBAs; others may evolve into spin-off companies. The business was operating at a loss previously, but we are now starting to become profitable — and we need someone to step in, clean up, and guide us going forward.

This is not just a tax prep job. We’re looking for someone who can be hands-on and strategic, who understands business structuring, tax planning, and how to position a company for long-term success, sale, or scale.

Key Responsibilities:
Review and organize QuickBooks records for 2023 and 2024

Prepare or assist in preparing 2024 tax filings (S-Corp)

Advise on multi-DBA and spin-off business structure and compliance

Recommend ways to improve write-offs, efficiency, and entity organization

Help us move business operations and records fully from Oregon to Florida

Assist in reviewing/overhauling our current tax advisor's work (we are not getting the support we need)

Ensure we stay compliant, clean, and optimized for growth

Potential for ongoing quarterly advisory relationship

Requirements:
U.S.-based CPA, Enrolled Agent, or tax expert with S-Corp experience

Fluent in QuickBooks Online and small business tax structure

Experience managing taxes and filings for consulting firms with multiple DBAs

Strong knowledge of state-to-state transition (Oregon to Florida preferred)

Proactive, organized, and ready to take full ownership of the accounting side

Able to explain complex tax ideas in clear language

Hustler mindset — we want someone who can move fast, stay legal, and help us grow

Preferred Skills:
Familiarity with how to prep a business for potential acquisition or spin-off

Startup or agency tax experience

Familiarity with cannabis, supplements, or online business structures is a plus (not required)

Workload & Budget:
Project-based with the option to move to quarterly advisory

Immediate need: cleanup, tax prep, and restructuring guidance

Budget: Open to hourly or fixed — depending on scope and experience

To Apply:
Please include:

A short note describing your relevant experience

Your approach to handling multi-DBA S-Corp tax structuring

Any specific experience moving business registration across states

Your availability and rate

We are looking to start ASAP and move fast with the right fit.
Related categories: Accounting Finance Intuit QuickBooks Tax Bookkeeping