Tax Advisor

Job Description

Job Description

Make Your Mark at Revolution Group

Are you a CPA who wants to do sophisticated, high-complexity tax work — without sacrificing your life to do it?

At Revolution Group, LLC, we’re looking for a Private Client Tax Manager to sit at the intersection of tax execution and wealth strategy for our ultra-high-net-worth client base.

This is not a high-volume tax role.

This is not a traditional public accounting environment.

This is not an 80-hour-a-week job during busy season — or any season.

This role is built around tax planning first. Return preparation is part of the job, but it’s not the point of the job — it’s the byproduct of doing planning well. We built this role around a consistent 40–45 hour week, all year long, with a deliberately curated client base (a mix of 1040s, S-corps, trusts, and LLCs) — a small fraction of what a typical tax manager carries elsewhere. We’ve grown quickly since launching this practice and will keep adding clients, but we’re growing on purpose: we’re protecting depth over volume so the team can do real strategic work on every relationship, not just push returns out the door.

Who We Are

Revolution Group, LLC isn’t just another firm; it’s a movement. Our founder, once the lead strategist for one of the world’s richest families, created Revolution Capital, our SEC-registered investment advisor and planning division, to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. We bring elite strategies, including private investments, to high-net-worth individuals and families, delivering results that matter.

We’re a REAL FIDUCIARY™, fee-only, and fiercely committed to our clients’ best interests. Our purpose? To create financial security and a legacy for generations. Our culture? Hardworking, humble, and forward-thinking. Our goal? Measurable success — for our clients and our team.

The Role

As our Private Client Tax Manager, you’re being hired primarily for your planning mind, not your production speed. You’ll sit in on client meetings alongside the advisory team and join internal strategy sessions where we dig into creative tax planning and complexities for each client. Your tax expertise directly shapes the advice our clients receive. Return preparation rounds out the role and keeps you close to the details that make planning effective — but it’s secondary to the planning work itself.

This role sits at the center of:

• Strategy — leading tax planning and contributing tax perspective to client planning conversations

• Systems — building the infrastructure that lets our tax function scale without losing quality

• Execution — preparing and managing filings with precision, in support of the plan

What You’ll Do

Strategy & Client Collaboration (primary focus)

• Lead and contribute tax planning strategy for each client, ahead of and alongside the advisory team

• Sit in on client meetings as part of the advisory team

• Partner with advisors in internal strategy sessions to build a tax plan for each client

• Support direct client-facing tax communication and delivery

Tax Execution & Preparation (supporting the plan)

• Prepare individual and business tax returns for UHNW clients (1040s, S-corps, trusts, LLCs)

• Manage tax filing and extension workflows with accuracy and timeliness throughout the year

• Ensure compliance with federal and state tax regulations

Operational Excellence

• Improve and maintain tax onboarding processes

• Build scalable workflows to support a growing client base

• Identify opportunities for automation and efficiency improvement

Quality Control

• Ensure accuracy and completeness of all filings

• Reduce errors, rework, and inefficiencies

• Maintain a high standard of client deliverables

Growth & Beyond-the-Return Opportunities

• Opportunities to take on consulting work with clients beyond core tax prep

• Opportunities to present continuing education sessions to peers and industry groups

• Exposure to business consulting work as the firm’s advisory capabilities expand

What We’re Looking For

Qualifications

• CPA license required

• 3–7+ years of tax preparation or public accounting experience

• Strong knowledge of federal and state tax laws

Experience

• Tax planning and strategy for individuals and closely-held businesses — not just compliance prep

• Individual and business tax return preparation

• Experience with high-net-worth or ultra-high-net-worth clients preferred

• Comfort working directly with clients in a meeting setting, not just behind the scenes

Skillset

• Strong organizational and systems-thinking ability

• Detail-oriented with high standards for accuracy

• Tech-forward mindset (automation, workflow tools, efficiency improvement)

• Strong communication and collaboration skills

• Self-starter who thrives with autonomy and ownership

What Makes This Role Different

• A consistent 40–45 hour week, year-round — no busy-season burnout

• A deliberately curated client base — a fraction of the volume a typical tax manager carries, even as we grow

• A role built around tax planning first — return prep supports the plan, it isn’t the job

• A real voice in client strategy meetings, not a back-office function

• Fully integrated with the wealth advisory team — no silos

• Significant autonomy in how you manage your workflow and approach

• Opportunities beyond compliance — consulting work, CE presentations to peers, and business consulting as the firm grows

• Opportunity to build and shape internal tax infrastructure as the practice grows

• Team-based culture with regular team events, built on EOS and our core values: Client First, Teamwork, Urgency, Execution, Communication, Problem Solving, and Accountability

Compensation & Benefits

• Competitive base salary (based on experience)

• Performance-based bonus tied to execution quality and operational contribution

• Health insurance, dental, and vision

• Retirement plan

Final Note

This role is ideal for someone who wants to:

• Lead with planning, not just preparation

• Be a genuine voice in client strategy, not just a preparer

• Do complex, intellectually engaging tax work without an 80-hour season

• Grow into consulting, CE speaking, and broader advisory work over time

• Build better systems

• Deliver high-quality outcomes in a true team environment

If you’re looking for a high-volume tax prep role, this is not the right fit.

If you want complex work, real autonomy, a seat at the strategy table, and a sustainable schedule — we’d welcome a conversation.

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