Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Tax Advisor (HNW)

$120k - $150k

Solid Rock Recruiting LLC

Job Description

Job Description

Senior Tax Advisor – Fully Remote

$120,000–$150,000 Base + Bonus | 50-Hour Busy Seasons | Advisory Focus

If you're an experienced tax professional who enjoys working directly with clients but is tired of spending every busy season buried in compliance work, this opportunity is worth a conversation.

We're partnering confidentially with a growing finance firm that has built its tax practice differently. Located in the Midwest.

A dedicated preparation team handles much of the compliance work, allowing senior professionals to focus on tax strategy, planning, and client relationships .

Why Consider This Role?
  • Fully remote
  • $120,000–$150,000 base salary , depending on experience
  • Quarterly profit-sharing bonus
  • Busy seasons designed around approximately 50 hours per week
  • True advisory role rather than compliance management
  • Established portfolio of approximately 50–60 client relationships
  • CPE, licensing, and advanced tax training covered
What You'll Do

You'll serve as the primary tax advisor to business owners and high-net-worth clients, helping them make smarter tax and financial decisions throughout the year.

Responsibilities include:

  • Proactive tax planning and strategy
  • Multi-year projections and scenario modeling
  • Entity structure and owner compensation planning
  • Retirement, real estate, and equipment-related tax strategies
  • Multi-state tax considerations
  • Business acquisitions and ownership transitions
  • Leading client meetings and coordinating strategy implementation
  • Mentoring developing tax professionals
Who We're Looking For
  • 5–10+ years of public accounting tax experience
  • CPA/EA required
  • Strong experience with closely held businesses and/or HNW clients
  • Comfortable owning client relationships and leading advisory conversations
  • Professional-services experience is highly desirable

This is an excellent fit for someone who wants to stay in public accounting while moving away from the traditional 70-hour, compliance-heavy busy season model .

Interested?

Confidential inquiries encouraged.
If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.

View email address on us.fitly.work
View phone number on us.fitly.work

Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Senior Tax Advisor (HNW) in Syracuse, NY vacancy
  • PwC in the United States is seeking an experienced tax professional to advise clients on partnership tax preparation, planning, and compliance for high-net-worth individuals and privately held businesses. Responsibilities include reviewing returns, translating complex tax... 
    Senior
    High net worth

    PwC

    Dallas, TX
    4 days ago
  • $125k - $200k

     ...love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a technical tax professional to join our growing Real Estate Tax practice. This role will serve as a technical resource to partners and client service... 
    Senior
    High net worth
    Full time
    Work at office
    Local area

    EisnerAmper

    Dallas, TX
    4 days ago
  • $55k - $151.47k

     ...ApplicableSpecialismIFS - FinanceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Partner Tax Preparation Advisor Senior Associate, you will provide personalized tax planning and compliance services to high-net-worth individuals and privately... 
    Senior
    High net worth
    Full time
    H1b

    PwC

    Dallas, TX
    1 day ago
  • $91k - $321.5k

     ...SectorNot ApplicableSpecialismIFS - FinanceManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Partner Tax Preparation Advisor Senior Manager you will guide private tax preparation and compliance work for high-net-worth individuals and privately owned... 
    Senior
    High net worth
    Full time
    H1b

    PwC

    Dallas, TX
    4 days ago
  • We’re hiring a Tax Senior Associate for an established, mid-sized CPA firm in Dallas. This is a full-time, direct-hire opportunity for an experienced tax associate with a strong background in public accounting tax. The Tax Senior will prepare and review complex tax engagements... 
    Senior
    High net worth
    Full time

    ThinkingAhead

    Dallas, TX
    3 days ago
  • H&R Block is seeking a year-round Tax Advisor to prepare accurate tax returns for clients with diverse situations, conducting in-depth client interviews and delivering personalized recommendations. You will build lasting client relationships by offering empathetic, consultative... 
    Senior
    Work at office

    H&R Block, Inc.

    Mesquite, TX
    3 days ago
  •  ...love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing... 
    Senior
    High net worth
    Full time
    Temporary work
    Local area

    EisnerAmper

    Dallas, TX
    9 hours ago
  •  ...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to...  .... As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while... 
    Senior
    Local area

    Intuit

    Mesquite, TX
    1 day ago
  • $110k

     ...We’re hiring a Tax Senior Associate for an established, mid-sized CPA firm in Dallas. This is a full-time, direct-hire opportunity for an experienced tax associate with a strong background in public accounting tax. The Tax Senior will prepare and review complex tax engagements... 
    Senior
    High net worth
    Full time

    ThinkingAhead Executive Search

    Dallas, TX
    1 day ago
  • $95k - $140k

     ...elections Address collection matters including Installment Agreements, Offers in Compromise and Collection Due Process Hearings Perform tax research and draft tax memoranda on a broad range of federal tax issues. Contact the IRS Service Center and correspond on various tax... 
    Senior
    High net worth
    Full time
    Work at office
    Local area

    EisnerAmper

    Dallas, TX
    2 days ago
  •  ...how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Managing sales tax compliance process for clients sales tax returns on the state and local tax (SALT) team (SUT).Managing information and people related... 
    Senior
    High net worth
    Full time
    Local area

    EisnerAmper

    Dallas, TX
    9 hours ago
  • $77k - $214k

     ...of business advisory needs such as audit, tax compliance, and planning to help improve...  ...our careers, now and in the future.As a Senior Associate, you'll work as part of a team...  ...you are expected to lead the way as tax advisors dedicated to innovation, providing clients... 
    Senior
    High net worth
    Full time
    H1b

    PwC

    Dallas, TX
    1 day ago
  • $95k - $115k

     ...Job Description Job Description Senior Tax Associate (100% Remote) Compensation: $95-115K base plus performance bonus Hours: 40–45 hours during busy season The Opportunity Our client is a growing, forward-thinking CPA and advisory firm built for professionals... 
    Senior
    High net worth
    Remote work
    Flexible hours

    Benaiah Consulting Group. LLC

    Dallas, TX
    8 days ago
  • hireneXus, a growing RIA with a nationwide presence in the Dallas-Fort Worth area, seeks a mid-career advisor to develop and manage a book of high-net-worth clients. You will deliver comprehensive financial planning and investment advice while partnering with specialization... 
    Senior
    High net worth

    hireneXus

    Dallas, TX
    4 days ago
  •  ...the firm has built a strong reputation for delivering proactive tax, accounting, and advisory services to high net worth individuals...  ...Due to continued organic growth, the firm is seeking a Tax Senior Associate to join its Dallas office. This role provides hands on... 
    Senior
    High net worth
    Full time
    Work at office
    Dallas, TX
    more than 2 months ago
  • Preferred Legacy National Trust Bank seeks a Senior Wealth Strategist to serve high net worth clients as the family strategist for trusts and estate administration. You will generate new business, partner with the advisory team, and act as the primary contact for established... 
    Senior
    High net worth

    Carr, Riggs & Ingram, L.L.C.

    Dallas, TX
    2 days ago
  • SouthState Bank in Dallas, TX seeks an experienced Private/Business Banker to drive growth and manage a portfolio of business clients. You will develop and execute plans to expand loans and deposits, while delivering personalized financial solutions and exceptional service...
    Senior
    High net worth

    SouthState Bank

    Dallas, TX
    5 days ago
  • $125k - $150k

     ...Job Title: Senior Tax Manager Industry: Public Accounting Type: Hybrid or Remote (depending on location) Compensation: $...  ...join our growing team. In this role, you'll serve as a strategic advisor to clients, lead and mentor staff, and play a key part in the... 
    Senior
    High net worth
    Remote work
    Flexible hours

    Solid Rock Recruiting LLC

    Syracuse, NY
    4 days ago
  • $75k - $90k

    Tax Senior (HNWI, Trusts & Partnerships) - Hybrid (Syracuse, NY)Compensation & Work CultureSalary Range: $75,000 - $90,000 + Performance...  ...partnership allocations, and optimize K-1 reporting.Client & Advisor Liaison: Serve as a primary point of contact for clients, family... 
    Senior
    High net worth
    Work at office
    Remote work
    Flexible hours

    CyberCoders

    Syracuse, NY
    2 days ago
  • $90k - $150k

     ...a unique opportunity to step into a role that blends technical tax research, real estate transactions, and advisory work-providing...  ...experience level, with most candidates for this role falling within the Senior Associate to early Manager range. For NYC and California, the... 
    Senior
    High net worth
    Work at office
    Local area

    EisnerAmper

    Dallas, TX
    3 days ago
  • About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to...  ...Partner with relationship managers, financial advisors, trust officers, and other specialists to...  ...Portfolio Management experience with HNW or UHNW client relationships, or equivalent... 
    Senior
    High net worth
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Dallas, TX
    9 hours ago
  • $140k - $210k

    Senior Tax Manager - REMOTE About the Firm We are representing a well-established, award-winning RIA firm with a strong reputation built over 20 years through a deep focus on the client experience and a referral-driven growth model that speaks for itself. Their client... 
    Senior
    High net worth
    For contractors
    Remote work

    The Well

    Syracuse, NY
    1 day ago
  • $62k - $75k

     ...Senior Accountant We have a tremendous opportunity for a tax-based Senior Accountant to play a key role on our Small Business Advisory (SBA) team. As a highly valued member of our Firm, you will work closely with the SBA team to provide timely, accurate, and reliable... 
    Senior
    Summer work
    Work at office
    Monday to Friday
    Monday to Thursday

    Bonadio

    Syracuse, NY
    5 days ago
  • $95k - $110k

     ...SENIOR TAX ACCOUNTANT — CPA OR EA A.C.T. Services, Inc. | Indianapolis, Indiana Employment type: Full-time, year-round Work arrangement: Hybrid available; local Indianapolis and surrounding counties area candidates required. Compensation: Competitive... 
    Senior
    Full time
    Live in
    Work at office
    Local area
    Remote work
    Monday to Friday

    ACT Services

    Syracuse, NY
    1 day ago
  • $110k

     ...Job Description Job Description Senior Tax Advisor - Dental Practice Specialty Location: Fully Remote Compensation: $110,000+ base salary plus performance-based bonus Job Type: Full-time About the Opportunity A growing boutique CPA firm focused on helping... 
    Senior
    High net worth
    Full time
    Remote work
    Flexible hours

    Solid Rock Recruiting LLC

    Dallas, TX
    21 days ago
  • Anderson Business Advisors seeks a full-time Tax Advisor to provide expert guidance on individual and business tax returns in a fast-paced national practice. You will plan, prepare, and review tax filings while communicating with clients and authorities as needed. Responsibilities... 
    Senior
    Full time
    Work at office

    BUSINESS OFFICE SUITE SERVICES INC

    Dallas, TX
    5 days ago
  •  ...SENIOR WEALTH STRATEGIST This position may work from our Nasvhille, Dallas, Summerville...  ...closely with clients and their advisors to ensure seamless execution of complex planning...  ...of new client relationships. Manage HNW client relationships Work with the clients... 
    Senior
    High net worth
    Temporary work
    H1b
    Work at office
    Local area
    Flexible hours

    Carr Riggs & Ingram

    Dallas, TX
    1 day ago
  • Join a team that knows how to handle their workload. One of the nation’s leading financial services companies is seeking a Sr. Actuary to help advance the firm’s proprietary product strategy for the high net worth & ultra high net worth markets through pricing, product...
    Senior
    High net worth

    DW Simpson & Company

    Dallas, TX
    5 days ago
  • $110k - $135k

    Overview Tompkins Financial Advisors is the wealth management division of Tompkins Financial...  ...relationship. Position Role The Senior Financial Planner is the financial planning...  ...current knowledge across financial planning, tax, estate, and investment disciplines, pursuing... 
    Senior
    High net worth
    Local area

    Tompkins Financial Advisors

    Syracuse, NY
    2 days ago
  • High-Net-Worth Insurance Producer Wheeler & Taylor is seeking established Insurance Producers to join our growing High-Net-Worth personal lines practice in Dallas. This role is designed for experienced producers who already understand how to build and manage a book of business...
    Senior
    High net worth
    Flexible hours

    Wheeler & Taylor, Inc.

    Dallas, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Tax Advisor (HNW). Be the first to apply!