CPA Tax Advisor

Independently managing an assigned portfolio of clients, the full-time remote Tax Advisor will deliver high-quality tax preparation, planning, and advisory services while collaborating closely with financial advisors to provide proactive tax guidance. Key responsibilities Serve as the primary tax contact for clients, managing deadlines, deliverables, and communication of complex tax concepts Prepare and review federal, state, and local income tax returns, focusing on complex individual and business tax situations Utilize approved tax software and AI technology to enhance efficiency and delegate tasks to junior staff while maintaining oversight of client outcomes Required qualifications Bachelor's degree in accounting, taxation, finance, business, or related field; accounting degree preferred CPA, Enrolled Agent, or JD required Minimum of 7 years of tax compliance, planning, and advisory experience, particularly with high-net-worth individuals Experience with equity compensation, trust and estate planning, and multi-state taxation preferred Proficiency in CCH Axcess and Bloomberg Tax Planner, along with a commitment to ongoing professional education