Senior Tax Advisor

Job Description

Job Description

Job Summary

This isn't a one-trick role. We're looking for a bilingual tax professional who can review returns, jump in to prepare when needed, AND roll up their sleeves on real tax strategy implementation , all while helping grow a team that's changing how taxes are done for small business owners and high-net-worth individuals.

 

Duties

• Review individual and small business tax returns (1040, 1120, 1120S, 1065, Schedule C/E) for accuracy, compliance, and missed opportunities
• Prepare tax returns for individuals and small businesses when coverage or capacity requires itImplement hands-on tax strategies across entity structure, compensation, real estate, and retirement planning
• Lead and present tax planning calls — kickoffs, implementation, and quarterly check-ins — in English and Spanish
• Research evolving tax legislation and IRS pronouncements to keep strategies current and effective
• Identify new planning opportunities within the existing client portfolio and surface them to the advisory team
• Mentor and support junior staff, including the Tax Return Reviewer, helping elevate the whole team
• Collaborate cross-functionally with accounting, finance, and client services on complex client matters

 

Qualifications

• You hold an active CPA or EA license — required
• You are fully bilingual in English and Spanish — written and spoken — required and essential for our client base
• You have 3–5 years of public accounting experience with a strong tax focus
• You're comfortable in all three gears: reviewing, preparing, and strategizing — without missing a beat
• You have a solid accounting foundation: bookkeeping, GL reconciliation, and financial statements
• You're curious, proactive, and genuinely excited by complex tax strategies
• You thrive in a fast-moving environment, manage competing deadlines with ease, and bring an ego-free attitude

 

What We Offer

• Competitive salary: $85,000 – $90,000+ based on experience
• 401(k) with company contributions and matching
• Paid time off, paid sick time, and flexible scheduling when needed
• Clear path to a Lead Advisory or Tax Manager role as the firm grows
• Real community impact, your bilingual skills help Spanish-speaking business owners and families win financially
• A firm that values nerdy tax strategy, great people, and zero ego

 

Pay: $85,000.00 - $90,000.00 per year

 

Benefits:

• 401(k)
• 401(k) matching
• Opportunities for advancement
• Paid time off
• Parental leave

 

Work Location: In person

Company Description

Galena Solutions, LLC is a full-service tax advisory and accounting firm headquartered in Katy, Texas, dedicated to helping small business owners and high-net-worth individuals build and protect their wealth. We go beyond tax preparation; our focus is proactive, year-round planning that creates real, measurable results for our clients.

Our services span the full financial lifecycle: strategic tax planning, accounting and bookkeeping, fractional CFO services, business structuring, and regulatory compliance. We partner with our clients as trusted advisors, not just at tax time but throughout the year, helping them make smarter financial decisions at every stage of their business.

At Galena Solutions, we believe every client deserves a personalized strategy not a one-size-fits-all approach. We proudly serve a diverse client base, including a strong Spanish-speaking community, and bring the same level of expertise and care to every engagement.

If you're driven by excellence, value integrity, and want to make a real difference in clients' financial lives, we'd love to have you on our team.

Company Description

Galena Solutions, LLC is a full-service tax advisory and accounting firm headquartered in Katy, Texas, dedicated to helping small business owners and high-net-worth individuals build and protect their wealth. We go beyond tax preparation; our focus is proactive, year-round planning that creates real, measurable results for our clients.\r\n\r\nOur services span the full financial lifecycle: strategic tax planning, accounting and bookkeeping, fractional CFO services, business structuring, and regulatory compliance. We partner with our clients as trusted advisors, not just at tax time but throughout the year, helping them make smarter financial decisions at every stage of their business.\r\n\r\nAt Galena Solutions, we believe every client deserves a personalized strategy not a one-size-fits-all approach. We proudly serve a diverse client base, including a strong Spanish-speaking community, and bring the same level of expertise and care to every engagement.\r\n\r\nIf you're driven by excellence, value integrity, and want to make a real difference in clients' financial lives, we'd love to have you on our team.