Senior Tax Advisor (HNW)

$120k - $150k

Solid Rock Recruiting LLC

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 ziprecruiter.com
View phone number on ziprecruiter.com

Apply

Vacancy posted 25 days ago

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