Senior Tax Advisor

Senior Tax Advisor

Job Title: Tax Advisor

Job Location: Remote (Anywhere in the US)

Job Salary: $110-140K (Negotiable)

Requirements: Active CPA License, 4-7+ Years of Public Accounting and/or Wealth Management Tax Experience

We are a growing wealth management organization with over $80 billion in Assets Under Management. We serve a diverse client base ranging from High Net Worth Individuals (HNWIs) and their multi-million-dollar businesses to traditional small and mid-sized companies. Due to continued growth, we are looking to add a Tax Advisor to our team who can help provide exceptional tax planning, compliance, and advisory services to our clients. Requirements include an Active CPA license, 4-7+ years of Public Accounting and/or Wealth Management Tax experience, and demonstrated stability and strong tenure throughout your career. In return, we offer a competitive compensation package, comprehensive benefits, discretionary bonuses, generous PTO, paid holidays, and long-term growth opportunities within a highly respected organization.

What You'll Be Doing

- Prepare and review Individual, Partnership, S-Corporation, C-Corporation, Trust, and Estate tax returns

- Provide tax planning and advisory services to High Net Worth Individuals and closely held businesses

- Research and analyze complex federal and state tax issues

- Collaborate closely with financial advisors and clients to develop tax-efficient strategies

- Assist with client communications and serve as a trusted advisor throughout the engagement process

- Mentor and train junior staff members as needed

- Stay current on changing tax laws and regulations

What You Need for this Position

Required:

• Active CPA License
• 4-7+ years of Public Accounting and/or Wealth Management Tax Experience
• Experience preparing and reviewing complex tax returns
• Strong tax research and client relationship skills
• Demonstrated career stability and solid tenure in prior positions

Preferred:

• Experience working with High Net Worth Individuals (HNWIs)
• Trust, Estate, and Gift Tax experience
• Multi-State Tax experience
• Prior mentoring or supervisory experience

Benefits

- Competitive Base Salary ($110K-$140K+ DOE)

- Discretionary Bonus Program

- Medical, Dental, and Vision Insurance

- 401(k) with Company Match

- Generous PTO and Paid Holidays

- Fully Remote Work Environment

- Career Growth and Leadership Opportunities

$95,000.00 - $115,000.00 Annually

• Medical/Dental/Vision
• 401k Match
• Bonus: 10% to 15% of Salary
• Future Equity
• PTO: 3 weeks starting out
• 12 Paid Holidays