Senior Tax Advisor

Job Description

Job Description

Senior Tax Advisor - Dental Practice Specialty

Location:

Fully Remote Compensation:

$110,000+ base salary plus performance-based bonus Job Type:

Full-time About the Opportunity

A growing boutique CPA firm focused on helping dental practice owners make smarter financial decisions, reduce tax exposure, and build long-term wealth. Our clients include dentists, orthodontists, oral surgeons, and other high-net-worth business owners who need more than annual compliance work - they need a proactive advisor who understands their business. This is a true advisory role for someone who enjoys both the technical side of tax and the client-facing side of helping business owners understand and act on strategy. The Role

As a Senior Tax Advisor, you will serve as the primary tax advisor for a portfolio of dental practice and high-net-worth clients. You will lead proactive planning conversations, develop and present strategies, build projections, and coordinate internally to ensure recommendations are implemented effectively. This role is not centered around simply managing tax return production. The preparation team handles much of the compliance work so you can focus on strategy, relationships, planning opportunities, and delivering a high-level client experience. What You’ll Do

Serve as the trusted tax advisor for a portfolio of dental practice and business-owner clients.

Lead quarterly check-ins, mid-year planning discussions, and year-end tax strategy meetings.

Build and present multi-year tax projections, scenario models, and tax-saving strategies.

Review individual and business tax returns, projections, and related planning opportunities.

Research and implement advanced tax strategies involving entity structure, owner compensation, retirement planning, equipment purchases, real estate, multi-state matters, and business transitions.

Coordinate with internal preparers and bookkeepers, along with outside attorneys, financial advisors, and bankers when needed.

Stay current on tax law changes and proactively communicate relevant planning opportunities.

Mentor tax staff and review analytical work completed by team members.

Maintain strong client relationships through responsiveness, clear communication, and reliable follow-through.

What We’re Looking For

CPA required; EA with a Master of Taxation may also be considered.

5+ years of public accounting tax experience.

Strong background in individual, business, and high-net-worth tax planning.

Experience working with dental, medical, professional service, or closely held business clients is highly preferred.

Comfortable leading client conversations and explaining complex tax concepts in a practical way.

Strong technical tax research skills and the ability to identify planning opportunities.

Organized, deadline-driven, and able to manage multiple client priorities.

Strong written and verbal communication skills.

Interest in growing as a tax advisor, mentor, and future leader within the firm.

Why This Opportunity Stands Out

Real advisory work rather than being buried in compliance production.

Direct ownership of client relationships and planning conversations.

Flexible remote or hybrid work environment.

Busy season hours designed to stay around 50 hours per week.

Base salary of $110,000-$130,000+ plus bonus potential.

Health, dental, life insurance, 401(k), and paid time off.

CPE, licensing fees, advanced tax strategy training, and continuing education support.

Clear opportunity to grow into a Director, Practice Leader, or long-term ownership role.

This is an excellent opportunity for a tax professional who wants to build deeper client relationships, become a more strategic advisor, and grow beyond the traditional public accounting track. 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 click.appcast.io View phone number on click.appcast.io