Senior Tax Advisor - Enrolled Agent

Overview

This role is for an Enrolled Agent who will deliver recurring tax strategy and advisory support to entrepreneurs and owner-operated businesses. The work is focused on planning conversations and translating client discussions into clear, actionable next steps—working with internal teams to support research, implementation, and escalation when needed.

Responsibilities

• Lead recurring tax-strategy and advisory calls with clients.
• Review client financials, projections, prior-year returns, and previous recommendations before meetings.
• Identify tax-planning opportunities, risks, and areas requiring deeper review.
• Explain complex tax concepts in clear, practical language.
• Translate meetings into clear, actionable client plans.
• Route technical or complex issues to the Senior Tax Manager.
• Ensure recommendations enter the organization’s implementation workflow.
• Proactively reach out when client financials or business changes create new planning opportunities.
• Record short Loom or video explanations when useful.
• Build trusted, long-term relationships with a portfolio of entrepreneurs.
• Help improve an advisor playbook based on recurring client situations and conversations.

What You Won’t Do

• Perform bookkeeping as a primary responsibility.
• Handle routine payroll administration.
• Chase administrative documents.
• Prepare every tax return personally.
• Independently implement every tax recommendation.
• Independently research every complicated technical issue.
• Sell to new clients.

Requirements

• Active Enrolled Agent (EA) credential, in good standing with the IRS (required).
• 3–7+ years of tax, accounting, or tax-advisory experience.
• Strong understanding of closely held businesses, S corporations, and individual taxation.
• Comfortable reading P&Ls, tax returns, balance sheets, and financial projections.
• Excellent verbal communication skills; ability to make complicated tax concepts easy for business owners to understand.
• Comfortable advising ambitious entrepreneurs, many in their 20s–40s.
• High urgency and proactive communication.
• Strong judgment around when to advise, when to investigate further, and when to escalate.
• Comfortable working within structured processes instead of guessing.
• Strong presence on Zoom and video.
• Low ego and ability to collaborate closely with technical specialists, accountants, customer-success staff, and operations.

Preferred Qualifications

• Experience recognizing when something matters even without memorizing every section of the Internal Revenue Code, and knowing when to involve a technical specialist.

Compensation & Benefits

• $50–$80/hour, depending on experience.
• Flexible hours: start part-time with room to grow to full-time.
• 1099 independent contractor arrangement.

Location and Work Schedule

• Fully Remote (U.S.).
• Part-Time to Full-Time.