Senior Tax Advisor

CFO Associates is a fast-growing outsourced CFO and tax advisory firm with offices in Tampa, FL and San Juan, Puerto Rico. We partner with entrepreneurs and growing businesses to improve cash flow, reduce tax burden, and build long-term net worth. Recognized as one of Tampa's Best Places to Work and a Tampa Bay Business Journal Fast 50 honoree in both 2025 and 2026, our team delivers strategic, proactive financial guidance to clients across a range of industries.

The Senior Tax Advisor plays a key role in delivering high-quality tax preparation, review, and advisory services to our clients. This position requires strong technical expertise, excellent client communication skills, and the ability to manage multiple complex engagements simultaneously. The ideal candidate brings experience serving distribution and e-commerce clients,

In this role, you will prepare and review complex tax returns, serve as a trusted advisor to clients, and lead tax strategy discussions to ensure clients receive proactive, best-in-class service.

Key Responsibilities

Client Advisory & Tax Planning

• Serve as the primary advisor for a portfolio of clients, building trusted long-term relationships.
• Lead year-round tax planning, including quarterly reviews and strategic recommendations.
• Identify tax-saving opportunities through analysis of complex financial and business data.
• Lead client meetings and communicate tax strategies in a clear, practical, and client-friendly manner.
• Research complex tax issues and translate technical guidance into actionable recommendations.

Tax Preparation & Review

• Prepare and review complex federal, state, and local tax returns for individuals, C corporations, S corporations, partnerships, trusts, estates, fiduciaries, and exempt organizations.
• Prepare and review complex multi-state and international tax filings.
• Maintain high-quality preparation and review standards through consistent workflows and best practices.

Tax Compliance & Resolution

• Respond to IRS, state, and local tax notices, audits, and other tax authority inquiries.
• Support compliance projects, including property tax, sales and use tax, and business tax matters.
• Prepare correspondence and communicate directly with tax authorities.

Leadership & Operations

• Mentor and support junior team members through technical guidance and return reviews.
• Contribute to improving firm processes, workflows, and documentation.
• Collaborate across TAS and CAS teams to deliver exceptional client service.
• Participate in firm-sponsored training and continuing professional development.

Qualifications

Required

• 5+ years of tax accounting and advisory experience (public accounting strongly preferred)
• Advanced knowledge of federal and state tax compliance and tax planning
• Experience preparing and reviewing tax returns for accuracy and completeness
• Strong ability to communicate complex tax topics clearly to clients
• Experience with multiple entity types and high-complexity returns
• Ability to manage multiple client engagements with deadlines

Preferred

• CPA or EA (strongly preferred)
• Prior experience serving distribution and e-commerce clients (strongly preferred)
• Experience with multi-state and/or international tax issues
• Experience with advisory-focused tax planning
• Familiarity with workflow/task tools like Karbon
• Strong documentation and process improvement mindset