(Remote or Chico, CA Based)
What We’re Looking For
We’re seeking an experienced Tax Advisor to build and manage a portfolio of firm clients while delivering high-quality tax compliance, planning, and advisory services to a diverse client base. This is a client-facing leadership role ideal for a proactive, self-driven professional who combines deep technical expertise with excellent communication skills and a passion for helping clients succeed.
You’re someone who thrives on solving complex tax challenges, advising business owners, and mentoring team members to deliver exceptional results all while maintaining a healthy work-life balance. You take ownership, love improving processes, and bring ideas to the table. You’re not just along for the ride; you help steer the ship.
A Day (and Year) in the Role
You’ll notice we intentionally call this role a Tax Advisor, not a Tax Manager. That distinction matters. The heart of this position is client advisory and client outcomes, not internal management for management’s sake. We want you spending your time where it truly adds value: leading planning conversations, identifying opportunities, and helping clients make better decisions, rather than being so internally busy that meaningful client service suffers.
In this role, you’ll serve as the primary point of contact for a portfolio of approximately 30–35 client relationships, representing roughly 100 individual and entity tax returns, with room to grow. We are not a volume firm - depth is our focus. We want you to truly understand your clients, create clarity, and deliver real outcomes. Clients should feel like they have a boutique advisory partner who understands their business and goals and consistently brings proactive ideas that reduce risk and improve the bottom line.
We work with clients all year, not once a year. Your cadence begins in June with re-engagement and mid-year planning, moves into fall projections, then year-end planning and tune-ups, and flows naturally into tax return preparation and compliance. Throughout the year, you’ll connect compliance to strategy, using real-time client activity to drive actionable planning, clear recommendations, and next steps that clients actually implement.
You’ll work within a pod structure, where you lead the relationship and quarterback the overall client experience. For clients enrolled in Client Accounting Services, you’ll partner closely with a CAS Advisor to ensure books, reporting, and tax strategy stay aligned. You’ll also collaborate with and leverage a team of specialists to support delivery, maintain quality, timelines, and communication. While you are the relationship lead, you’re never on an island — this role requires strong collaboration and a team-first mindset, using the full resources of the firm to consistently deliver an exceptional client experience.
What You’ll Be Doing
Tax Compliance & Planning
-
Prepare and ensure timely delivery of, federal, state, and local income tax returns for Individuals (1040), Partnerships (1065), S Corporations (1120S), C Corporations (1120)
-
Review returns prepared by team members, ensuring technical accuracy and compliance, while strengthening their knowledge through thoughtful review notes and learning opportunities
-
Step back from the technical details to analyze each return from a big-picture perspective
-
Proactively identify opportunities to minimize client tax liabilities and develop tailored strategies
-
Stay current with tax law changes and communicate updates to clients and internal teams
Client Advisory & Support
-
Serve as the primary point of contact for assigned clients on tax-related matters, building strong, long-term relationships
-
Maintain consistent engagement with clients, ensuring their evolving needs are understood and addressed through regular communication
-
Research and respond to IRS and state inquiries in a timely and professional manner
-
Collaborate directly with the clients’ designated MCo CAS Advisor or their internal accounting team to ensure alignment and accuracy
-
Consult and advise clients on key areas that are important to them such as entity selection, compensation strategies, and tax strategies that support their goals
Research, Leadership & Development
-
Partner closely with the Director of Tax to oversee workflow, prioritize deadlines, and enhance firm processes
-
Participate actively in improving systems, workflows, and documentation; share ideas that make the firm better
-
Research complex tax issues and prepare clear, actionable recommendations
-
Provide mentoring, feedback, and training to junior team members
-
Approach challenges with curiosity and ownership, always looking for solutions, not just identifying problems
Who You Are
-
High Agency: You take initiative, think strategically, and don’t wait for direction to get things done
-
Collaborative: You thrive in a small, high-performing team that values open communication and feedback
-
A-Player: You bring energy, accountability, and a desire to elevate both your own work and those around you
-
Client-focused: You enjoy building lasting relationships and providing meaningful, proactive tax advice
-
Technically strong: You have a deep knowledge of U.S. tax law, compliance, and best practices
-
Organized & efficient: You juggle multiple priorities while maintaining exceptional quality and timeliness
Who We Are
MCo Advisors (also known as Meester & Company, Inc.) is a well-established, client-focused boutique tax, accounting, and advisory firm based in downtown Chico, CA, serving clients nationwide. While we maintain a brick-and-mortar office in Chico, our team works flexibly, and this role does not require being in-office. Our culture is professional yet relaxed, focused on excellence, collaboration, and supporting a healthy work-life balance.
Our Tax Group partners with small and mid-sized businesses to deliver proactive tax planning, strategic guidance, and precise compliance. We focus on minimizing tax liabilities, uncovering hidden opportunities, and helping business owners plan confidently for the future. We believe in high-quality work, thoughtful processes, and real balance, because life outside of work matters, too.
What Makes Us Different
-
No overtime. No weekends. Ever. Even during busy season, we maintain 40-hour workweeks so you can enjoy life outside of work.
-
No audit or attest work. We focus exclusively on tax, accounting, and advisory engagements.
-
No billable hour requirement. We measure success by quality and outcomes, not timesheets. You’ll have the time and space to do excellent work and invest in your own growth.
-
Team-first mindset. Our people come before revenue. We focus on doing great work for the right clients and we are not afraid to say no when something isn’t a fit.
Why You Should Pick Us
-
Impactful work: Partner directly with business owners and shape their financial success
-
Collaborative culture: Work closely with a supportive team that values initiative, input, and growth
-
Flexibility: Remote-friendly role in a modern, technology-driven environment
-
Growth & Autonomy: Freedom to take ownership of your clients and processes, with support when you need it
Some Perks You’ll Appreciate
-
Competitive compensation
-
Remote-first role (with an open-door office in Chico if you’re local)
-
Full-time, Monday–Friday flexible schedule (we respect work-life balance)
-
Generous PTO
-
Medical, dental, vision, and life insurance
-
Retirement plan with employer match
-
Company-sponsored training and professional development opportunities
-
Best-in-class software tools including UltraTax, Karbon, and Truss
-
Collaborative, people-first environment
Skills & Experience
-
CPA license or Enrolled Agent (EA) required
-
6+ years of recent experience in tax advisory services or public accounting
-
Proven expertise in preparing and reviewing 1040, 1065, 1120S, and 1120 returns across multiple states
-
Strong knowledge of small-to-mid-sized ($1M-$30M Revenues) business taxation, entity structuring, and compensation strategies
-
2 years’ experience with UltraTax strongly preferred; familiarity with Karbon and Truss a plus
-
Excellent written and verbal communication skills with clients and internal teams
If you’re ready to bring your tax advisory expertise to a supportive, client-focused team that values both technical excellence and strong relationships, we’d love to meet you.
-
What We’re Looking For
We’re seeking an experienced Tax Advisor to build and manage a portfolio of firm clients while delivering high-quality tax compliance, planning, and advisory services to a diverse client base. This is a client-facing leadership role ideal for a proactive, self-driven professional who combines deep technical expertise with excellent communication skills and a passion for helping clients succeed.
You’re someone who thrives on solving complex tax challenges, advising business owners, and mentoring team members to deliver exceptional results all while maintaining a healthy work-life balance. You take ownership, love improving processes, and bring ideas to the table. You’re not just along for the ride; you help steer the ship.
You’ll notice we intentionally call this role a Tax Advisor, not a Tax Manager. That distinction matters. The heart of this position is client advisory and client outcomes, not internal management for management’s sake. We want you spending your time where it truly adds value: leading planning conversations, identifying opportunities, and helping clients make better decisions, rather than being so internally busy that meaningful client service suffers.
In this role, you’ll serve as the primary point of contact for a portfolio of approximately 30–35 client relationships, representing roughly 100 individual and entity tax returns, with room to grow. We are not a volume firm - depth is our focus. We want you to truly understand your clients, create clarity, and deliver real outcomes. Clients should feel like they have a boutique advisory partner who understands their business and goals and consistently brings proactive ideas that reduce risk and improve the bottom line.
We work with clients all year, not once a year. Your cadence begins in June with re-engagement and mid-year planning, moves into fall projections, then year-end planning and tune-ups, and flows naturally into tax return preparation and compliance. Throughout the year, you’ll connect compliance to strategy, using real-time client activity to drive actionable planning, clear recommendations, and next steps that clients actually implement.
You’ll work within a pod structure, where you lead the relationship and quarterback the overall client experience. For clients enrolled in Client Accounting Services, you’ll partner closely with a CAS Advisor to ensure books, reporting, and tax strategy stay aligned. You’ll also collaborate with and leverage a team of specialists to support delivery, maintain quality, timelines, and communication. While you are the relationship lead, you’re never on an island — this role requires strong collaboration and a team-first mindset, using the full resources of the firm to consistently deliver an exceptional client experience.
A Day
(and Year) in the Role
Tax Compliance & Planning
-
Prepare and ensure timely delivery of, federal, state, and local income tax returns for Individuals (1040), Partnerships (1065), S Corporations (1120S), C Corporations (1120)
-
Review returns prepared by team members, ensuring technical accuracy and compliance, while strengthening their knowledge through thoughtful review notes and learning opportunities
-
Step back from the technical details to analyze each return from a big-picture perspective
-
Proactively identify opportunities to minimize client tax liabilities and develop tailored strategies
-
Stay current with tax law changes and communicate updates to clients and internal teams
Client Advisory & Support
-
Serve as the primary point of contact for assigned clients on tax-related matters, building strong, long-term relationships
-
Maintain consistent engagement with clients, ensuring their evolving needs are understood and addressed through regular communication
-
Research and respond to IRS and state inquiries in a timely and professional manner
-
Collaborate directly with the clients’ designated MCo CAS Advisor or their internal accounting team to ensure alignment and accuracy
-
Consult and advise clients on key areas that are important to them such as entity selection, compensation strategies, and tax strategies that support their goals
Research, Leadership & Development
-
Partner closely with the Director of Tax to oversee workflow, prioritize deadlines, and enhance firm processes
-
Participate actively in improving systems, workflows, and documentation; share ideas that make the firm better
-
Research complex tax issues and prepare clear, actionable recommendations
-
Provide mentoring, feedback, and training to junior team members
-
Approach challenges with curiosity and ownership, always looking for solutions, not just identifying problems
What You'll Be Doing
Who You Are
-
High Agency: You take initiative, think strategically, and don’t wait for direction to get things done
-
Collaborative: You thrive in a small, high-performing team that values open communication and feedback
-
A-Player: You bring energy, accountability, and a desire to elevate both your own work and those around you
-
Client-focused: You enjoy building lasting relationships and providing meaningful, proactive tax advice
-
Technically strong: You have a deep knowledge of U.S. tax law, compliance, and best practices
-
Organized & efficient: You juggle multiple priorities while maintaining exceptional quality and timeliness
Meet MCo Advisors
Who We Are
MCo Advisors is a well-established, client-focused boutique tax, accounting, and advisory firm based in downtown Chico, CA, serving clients nationwide. While we maintain a brick-and-mortar office in Chico, our team works flexibly, and this role does not require being in-office. Our culture is professional yet relaxed, focused on excellence, collaboration, and supporting a healthy work-life balance.
Our Tax Group partners with small and mid-sized businesses to deliver proactive tax planning, strategic guidance, and precise compliance. We focus on minimizing tax liabilities, uncovering hidden opportunities, and helping business owners plan confidently for the future. We believe in high-quality work, thoughtful processes, and real balance, because life outside of work matters, too.
What Makes Us Different
-
No overtime. No Weekends. Ever. Even during busy season, we maintain 40-hour workweeks so you can enjoy life outside work.
-
No audit or attest work. We focus exclusively on tax, accounting, and advisory engagements.
-
No billable hour requirement. We measure success by quality and outcomes, not timesheets. You’ll have the time and space to do excellent work and invest in your own growth.
-
Team-first mindset. Our people come before revenue. We focus on doing great work for the right clients and we are not afraid to say no when something isn’t a fit.
Why You Should Choose MCo Advisors
-
Impactful work: Partner directly with business owners and shape their financial success
-
Collaborative culture: Work closely with a supportive team that values initiative, input, and growth
-
Flexibility: Remote-friendly role in a modern, technology-driven environment
-
Growth & Autonomy: Freedom to take ownership of your clients and processes, with support when you need it
Perks You'll Appreciate
-
Competitive compensation
-
Remote-first role (with an open-door office in Chico if you’re local)
-
Full-time, Monday–Friday flexible schedule (we respect work-life balance)
-
Generous PTO
-
Medical, dental, vision, and life insurance
-
Retirement plan with employer match
-
Company-sponsored training and professional development opportunities
-
Best-in-class software tools including UltraTax, Karbon, and Truss
-
Collaborative, people-first environment
Skills & Experience
-
CPA license or Enrolled Agent (EA) required
-
6+ years of recent experience in tax advisory services or public accounting
-
Proven expertise in preparing and reviewing 1040, 1065, 1120S, and 1120 returns across multiple states
-
Strong knowledge of small-to-mid-sized ($1M-$30M Revenues) business taxation, entity structuring, and compensation strategies
-
2 years’ experience with UltraTax strongly preferred; familiarity with Karbon and Truss a plus
-
Excellent written and verbal communication skills with clients and internal teams
MCo ADVISORS
Why You Should Choose Us
Impactful work
Partner directly with business owners and shape their financial success
Collaborative culture
Work closely with a supportive team that values initiative, input, and growth
Flexibility
Remote-friendly role in a modern, technology-driven environment
Growth & Autonomy
Freedom to take ownership of your clients and processes, with support when you need it
MCo ADVISORS
What Makes Us Different
No overtime. No Weekends. Ever.
Even during busy season, we maintain 40-hour workweeks so you can enjoy life outside work.
No audit or attest work.
We focus exclusively on tax, accounting, and advisory engagements.
No billable hour requirement.
We measure success by quality and outcomes, not timesheets. You’ll have the time and space to do excellent work and invest in your own growth.
Team-first mindset. Our people come before revenue. We focus on doing great work for the right clients and we are not afraid to say no when something isn’t a fit.
MCo ADVISORS
Perks You'll Appreciate
Environment
-
Remote-first role (with an open-door office in Chico if you're local)
-
Full-time Monday - Friday flexible schedule
-
Collaborative, people-first environment
Benefits
-
Competitive compensation
-
Generous PTO
-
Medical, dental, vision, and life insurance
-
Retirement plan with employer match
Tools & Training
-
Company-sponsored training and professional development opportunities
-
Best-in-class software tools including UltraTax, Karbon, and Truss
Open Positions
MCo ADVISORS
Advisor: Tax & Advisory
We’re seeking an experienced Tax Advisor to build and manage a portfolio of firm clients while delivering high-quality tax compliance, planning, and advisory services to a diverse client base. This is a client-facing leadership role ideal for a proactive, self-driven professional who combines deep technical expertise with excellent communication skills and a passion for helping clients succeed.
You’re someone who thrives on solving complex tax challenges, advising business owners, and mentoring team members to deliver exceptional results all while maintaining a healthy work-life balance. You take ownership, love improving processes, and bring ideas to the table. You’re not just along for the ride; you help steer the ship.
If you’re ready to bring your tax advisory expertise to a supportive, client-focused team that values both technical excellence and strong relationships, we’d love to meet you.