Senior Tax Advisor

Overview

This seasonal, full-time remote role supports individual and business tax engagements for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients during the upcoming tax season. The position requires strong technical tax knowledge, attention to detail, and a collaborative, client-focused approach.

• Employment Type: Seasonal, Full-Time
• Location: Remote – South Florida (between Miami and West Palm Beach)
• Seasonal Dates: January 4, 2027 – April 16, 2027
• Work Schedule: Monday–Friday, 9:00 AM–5:00 PM

Responsibilities

• Prepare individual, business, corporate, and trust tax returns for HNW and UHNW clients.
• Prepare federal tax returns, including Forms 1040, 1040-NR, 1065, 1120, 1120-S, and 1041.
• Work directly with clients to gather information, clarify tax-related questions, and support accurate, timely filing.
• Analyze financial information and supporting documentation to identify issues and ensure complete, accurate returns.
• Use tax preparation and tax-planning software to support return preparation and planning activities.
• Collaborate with the Director of Tax and Client Success Coordinator to coordinate client engagements and meet deadlines.
• Participate in team meetings and ongoing training as needed.

Requirements

• At least 5 years of experience preparing HNW and UHNW individual, business, corporate, and trust tax returns.
• Active Certified Public Accountant (CPA) license or Enrolled Agent (EA) credential.
• Experience preparing a broad range of tax returns, including Forms 1040, 1040-NR, 1065, 1120, 1120-S, and 1041.
• Strong technical tax knowledge, attention to detail, organization, and commitment to quality.
• Strong communication and client-service skills, with the ability to work effectively in a remote team environment.
• Ability to work the full seasonal schedule from January 4 through April 16, 2027.

Preferred Qualifications

• Bilingual or multilingual communication skills.
• Experience with CCH Axcess Tax and Bloomberg Income Tax Planner.

Compensation & Benefits

• Compensation will be determined based on experience.
• Bonus or commission arrangements and benefits, if applicable, will be discussed during the hiring process.

Work Environment

Remote work with collaboration alongside the Director of Tax and the Client Success Coordinator. The role requires professionalism, discretion, and care when handling confidential client financial information.