CPA / EA Senior Tax Advisor

Tax Planning, Strategy & Advisory

Ramirez CPA Advisory | Ramirez Accounting Services, LLC

Location: Austin, TX | Hybrid or In-Person
Employment Type: Full-Time | Exempt
Salary: $97,000–$145,000 annually, based on experience and qualifications
Department: Tax & Advisory
Reports To: Tax Manager / CPA Leadership

Your Next Career Move Should Be More Than Tax Preparation.

Are you an experienced CPA or Enrolled Agent who enjoys finding opportunities, solving complex tax challenges, and helping clients make smarter tax decisions?

Do you want to spend more time advising clients, developing tax strategies, and making an impact rather than simply preparing returns?

At Ramirez, we're looking for a Senior Tax Advisor who wants to do exactly that.

We're an established and growing CPA firm in Austin, Texas, expanding beyond traditional tax and accounting services into proactive tax planning, business advisory, and Fractional CFO services.

We're looking for a professional who brings strong technical tax knowledge, thinks strategically, enjoys building client relationships, and wants to play a meaningful role in the future of our firm.

International tax experience is highly preferred as we continue expanding our capabilities for clients with cross-border financial and business interests.

Who We Are

At Ramirez, we believe accounting should be approachable, proactive, and focused on helping people and businesses succeed.

We work with individuals, entrepreneurs, and established businesses who value more than just compliance. They want a trusted advisor who understands their goals, identifies opportunities, and helps them make confident financial decisions.

Our team combines the technical expertise of a professional CPA firm with a collaborative, people-first culture. We value initiative, accountability, continuous improvement, and meaningful relationships with both our clients and one another.

We're growing, and we're looking for professionals who want to grow with us.

The Opportunity

As a Senior Tax Advisor , you'll play a key role in delivering strategic tax planning and advisory services to our clients.

While tax preparation, compliance, and return reviews remain important responsibilities, the primary focus of this position is proactive tax planning, consulting, and helping clients navigate complex financial and tax decisions.

You'll work directly with business owners and individuals, identify tax-saving opportunities, recommend strategies, and collaborate with our leadership team to expand our advisory services.

Depending on your experience, qualifications, and client needs, you may also be asked to contribute to or provide services through our growing Fractional CFO service line , including financial planning, forecasting, and strategic business advisory.

This is an opportunity to take ownership of meaningful client relationships, apply your technical expertise, and help shape the next phase of a growing CPA firm.

What You'll Do

Tax Planning & Strategic Advisory — Your Primary Focus

• Develop and implement proactive tax planning strategies for individuals, business owners, and closely held companies.

• Identify opportunities to improve tax efficiency, minimize liabilities, and support clients' long-term financial goals.

• Advise on entity selection, business structuring, S Corporation planning, reasonable compensation, and tax implications of major business decisions.

• Provide year-round tax projections, estimated tax planning, and strategic consultations.

• Help clients navigate tax implications of business expansion, acquisitions, investments, and ownership transitions.

• Research complex federal and state tax matters and translate technical findings into practical recommendations.

• Build lasting client relationships by becoming a trusted resource for tax and business decisions.

• Collaborate with other advisors, including attorneys and financial professionals, when client situations require coordinated planning.

Business Advisory & Fractional CFO Opportunities

As our advisory practice continues to expand, you may be asked to participate in engagements within our Fractional CFO service line.

Depending on your expertise and client needs, responsibilities may include:

• Assisting business owners with financial planning, budgeting, and cash flow forecasting.

• Analyzing financial performance, profitability, and key business metrics.

• Helping clients understand how tax strategies affect overall business performance.

• Supporting financial modeling, projections, and strategic business decisions.

• Collaborating with our advisory team to identify opportunities for operational and financial improvement.

• Providing financial insights that help clients prepare for growth, expansion, or ownership transitions.

Previous Fractional CFO experience is a plus, but not required. We're especially interested in professionals who have a genuine interest in developing their business advisory skills.

International Tax Planning & Advisory

International tax experience is strongly preferred and will be highly valued in our selection process.

For candidates with international expertise, opportunities include:

• Advising U.S. businesses with foreign ownership, subsidiaries, operations, or cross-border transactions.

• Assisting individuals with foreign income, assets, residency considerations, and international tax obligations.

• Providing strategic guidance on foreign tax credits, tax treaties, entity structures, and cross-border planning.

• Reviewing international information returns, including Forms 5471, 5472, 8865, 8858, 8938, and FBAR filings, as applicable.

• Advising on foreign earned income exclusions, withholding requirements, and international reporting obligations.

• Identifying international compliance risks and recommending appropriate corrective strategies.

• Helping develop and expand our international tax advisory capabilities.

Candidates with demonstrated international tax planning experience will receive strong consideration, particularly those who can confidently advise clients rather than focus exclusively on compliance.

Tax Compliance, Technical Review & Client Representation

• Prepare and review complex individual, corporate, partnership, and other business tax returns.

• Review work prepared by Tax Associates and Senior Tax Associates for technical accuracy and completeness.

• Resolve complex tax questions and provide guidance to less experienced team members.

• Represent clients before the IRS on examinations, notices, and other matters within the scope of your credentials.

• Maintain accurate workpapers, research documentation, and client records.

• Ensure engagements are completed accurately, professionally, and within established deadlines.

Practice Development & Leadership

• Help identify and develop opportunities for additional tax planning and advisory engagements.

• Contribute ideas to improve client service, internal processes, and advisory offerings.

• Mentor and support team members as they develop their technical and client-facing skills.

• Collaborate with firm leadership on expanding tax advisory, international tax, and Fractional CFO services.

• Stay current on evolving tax laws, regulations, and planning opportunities.

What We're Looking For

We're looking for someone who combines technical expertise with a genuine interest in advising people and helping businesses succeed.

Required Qualifications

• Active Certified Public Accountant (CPA) license or Enrolled Agent (EA) credential in good standing.

• 5+ years of professional tax experience, preferably within public accounting or a professional tax advisory firm.

• Strong knowledge of federal individual and business taxation, including partnerships, S Corporations, and C Corporations.

• Demonstrated experience providing tax planning recommendations and advising clients on tax-related decisions.

• Experience reviewing complex tax returns and identifying opportunities or potential risks.

• Strong analytical, research, and problem-solving abilities.

• Excellent communication skills, including the ability to explain complex tax matters in a clear, approachable way.

• Ability to independently manage client relationships, multiple engagements, and deadlines.

• A proactive, solutions-oriented mindset with strong professional judgment.

Highly Preferred Qualifications

• International tax experience , particularly with cross-border planning, foreign-owned businesses, foreign reporting, and international tax compliance.

• Experience with international Forms 5471, 5472, 8865, 8858, 8938, and related reporting requirements.

• Experience with tax planning for high-net-worth individuals, entrepreneurs, and closely held businesses.

• Advanced knowledge of business entity structuring and strategic tax planning.

• Experience in financial advisory, forecasting, financial analysis, or Fractional CFO services.

• Experience with UltraTax CS, Canopy, and QuickBooks.

• Master's degree in taxation, accounting, or a related field.

• Bilingual English and Spanish communication skills.

• Experience mentoring tax professionals or helping develop new service offerings.

Compensation & Benefits

We believe attracting and retaining great professionals means investing in their careers, well-being, and long-term success.

Competitive Compensation

• Annual salary of $97,000–$145,000, depending on experience, credentials, and technical expertise.

• Eligibility for discretionary performance bonuses.

• Opportunities for professional growth as our tax and advisory service lines expand.

Health & Wellness

• Medical insurance with employer contribution toward premiums.

• Dental and vision insurance options.

• Company-provided group life insurance.

• Employee discount programs.

Retirement & Financial Security

• 401(k) retirement plan with employer matching contributions.

• Opportunities for long-term advancement within a growing professional services firm.

Professional Development

• Firm-supported continuing professional education (CPE).

• Opportunities for approved professional training, advanced tax courses, and certification programs.

• Eligible professional certification incentives under firm policy.

• Exposure to advanced tax planning, international taxation, and business advisory engagements.

• Opportunities to help develop and grow new advisory service lines.

What Makes This Opportunity Different?

You're an advisor, not just a tax preparer. We want you to apply your expertise to help clients plan ahead, solve problems, and make better decisions.

You can help shape a growing advisory practice. We're expanding our services, and your experience and ideas can make a direct impact.

You'll work with a diverse client base. From entrepreneurs and established businesses to individuals with complex financial situations and international interests, you'll encounter opportunities to expand your knowledge.

You'll have the opportunity to grow beyond traditional taxation. Our expanding Fractional CFO and business advisory services offer opportunities to broaden your expertise and develop new skills.

Your voice matters. We value professionals who think independently, contribute solutions, and want to make a difference.

Work Schedule

This is a full-time position with hybrid or in-person opportunities.

As with most accounting firms, additional hours may be required during tax season (January–April) and around major filing deadlines, including September and October.

We value strong planning, communication, and collaboration to manage workloads and deliver quality client service.

Ready to Take the Next Step?

If you're a CPA or EA who wants to move beyond traditional tax preparation, build meaningful client relationships, and become part of a growing tax and advisory practice, we'd love to hear from you.

Whether your expertise is in strategic tax planning, complex business taxation, international tax, or business advisory, we want to learn how your experience can contribute to our team.

Apply today.

Ramirez Accounting Services, LLC is an equal opportunity employer. We provide equal employment opportunities to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other status protected by applicable law. Reasonable accommodations are available as required by law.

Compensation details: 97000-145000 Yearly Salary

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