Senior Tax Advisor

Overview

This fully remote position is for an experienced Senior Tax Advisor who will work directly with clients to resolve complex tax issues, develop strategic tax plans, and implement practical solutions. The role primarily supports real estate investors, small business owners, real estate investment groups, and fund-related clients.

The position requires strong technical tax knowledge, excellent communication skills, sound judgment, and the ability to work independently. The successful candidate will translate complex tax concepts into clear, actionable recommendations while meeting deadlines and delivering a strong client experience.

Responsibilities

• Serve as the primary point of contact for assigned clients and build long-term advisory relationships.
• Communicate proactively with clients by email, video meetings, phone, and other communication platforms.
• Develop, present, and periodically update customized tax-planning strategies.
• Research complex federal and state tax issues and provide well-supported recommendations, including citations to the Internal Revenue Code, regulations, and other authoritative sources.
• Advise clients on tax-efficient strategies involving real estate investments, business operations, transactions, and other financial matters.
• Coordinate tax-planning and preparation activities with internal tax-preparation teams.
• Support client communications during tax season to ensure tax strategies are properly implemented.
• Serve as a subject matter expert in real estate taxation and remain current on tax law changes, regulations, and industry developments through continuing professional education.
• Provide technical guidance, training, and mentorship to less experienced team members.
• Participate in projects focused on improving client experience, operational efficiency, processes, and service delivery.
• Assist with client proposals, training materials, process-improvement initiatives, and other organization-wide projects.
• Maintain accurate client records, project information, workpapers, notes, and task tracking within organizational systems.
• Identify and recommend additional services that may benefit clients.
• Maintain strict confidentiality and comply with professional and ethical standards, including applicable AICPA requirements.
• Own assignments and projects from initiation through completion while consistently meeting established deadlines.

Measures of Success

• Delivering an exceptional client experience and maintaining strong client satisfaction.
• Completing deliverables, workpapers, and client commitments accurately and on time.
• Maintaining accurate task tracking and project information.
• Demonstrating continued growth in technical tax knowledge and advisory capabilities.
• Successfully handling increasingly complex tax-planning and advisory projects.
• Maintaining strong client relationships and contributing to long-term client retention.
• Contributing actively to team knowledge-sharing, training, and process improvement.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field from an accredited institution.
• Minimum Of 5 Years Of Relevant Tax Experience.
• Strong experience with tax planning and research.
• Demonstrated knowledge of real estate taxation and transactions.
• General accounting knowledge and a strong understanding of business taxation.
• Active CPA or EA certification required.
• Experience in a senior tax, tax advisory, or similar role preferred.

Preferred Qualifications

• Master's degree in Accounting or Taxation.
• Experience advising real estate investors and business owners.
• Strong knowledge of federal tax law and familiarity with applicable state tax considerations.
• Experience with tax research platforms and modern accounting technology.
• Experience mentoring or training junior tax professionals.
• Excellent written and verbal communication skills.
• Strong client-service mindset and demonstrated ability to build trusted relationships.

Ideal Candidate

• Friendly, approachable, and genuinely interested in helping others.
• Able to communicate complex information clearly and practically.
• Comfortable working directly with clients and building trusted relationships.
• Highly organized, with exceptional time-management skills.
• Takes ownership of work and consistently follows through on commitments.
• Comfortable working independently in a remote and autonomous environment.
• Able to adapt quickly to changing priorities and new technology.
• Committed to producing accurate, high-quality work.
• Interested in teaching, mentoring, and sharing knowledge with colleagues.
• Strong in problem-solving and analysis.
• Comfortable working in a fast-paced, technology-enabled environment.
• Interested in or experienced with real estate taxation.
• Motivated by continuous learning and professional development.

Remote Work Expectations

This is a 100% remote position. Remote team members are expected to:

• Maintain a professional, quiet, and distraction-free workspace.
• Dress appropriately for client-facing meetings.
• Use video for client and team meetings when required.
• Maintain reliable internet and appropriate technology for remote work.
• Communicate effectively and remain responsive during working hours.
• Manage workloads independently while meeting deadlines and maintaining accountability.

Necessary work equipment is provided, along with an annual technology reimbursement for eligible computer and technology accessories.

Compensation & Benefits

Benefits may include:

• Unlimited vacation and sick time.
• Health insurance.
• 401(k) with employer matching.
• Ongoing professional development and training.
• Remote work environment.
• Annual technology reimbursement.
• Modern technology and automation tools.
• Opportunities for advancement and increased technical responsibility.
• Collaborative, supportive, and autonomous work environment.

Equal Opportunity

Employment decisions are based on qualifications, experience, performance, and business needs. The organization is committed to an inclusive, respectful, and collaborative workplace.