Senior Tax Advisor

Overview

This role involves serving as a Senior Tax Advisor focused on tax planning and advisory services for real estate investors and small business owners. The position requires providing technical input on tax and accounting issues, researching tax solutions, training less experienced staff, and maintaining strong client relationships. The role is primarily client-facing, with frequent communication via email, video calls, and phone.

The organization operates as a 100% virtual CPA firm with team members located across the United States. The firm specializes in real estate taxation, serving real estate investors, syndicates, and fund managers.

Responsibilities

• Serve as the primary client contact, managing expectations, responding promptly to communications, and proactively reaching out to clients
• Develop and deliver customized tax plans, updating them periodically
• Research complex tax issues with reference to the Internal Revenue Code and other authoritative sources, providing actionable recommendations
• Coordinate tax preparation needs with the tax preparation team and assist with client communication during tax season to ensure smooth transitions and implementation of strategies
• Adhere to professional ethics and client confidentiality policies
• Act as a subject matter expert in real estate taxation, maintaining up-to-date knowledge of tax laws, regulations, and real estate concepts through continuing professional education (CPE)
• Participate in projects aimed at improving client and employee experience, including client proposals, process improvements, efficiency initiatives, and training development
• Complete administrative tasks such as maintaining accurate project information, documenting client notes, and following project processes
• Recommend additional firm services beneficial to clients, such as bookkeeping and tax advisory

Measures for Success

• Achieve client Net Promoter Scores (NPS) averaging 9/10 or higher
• Deliver workpapers and other deliverables on time, meeting production metrics
• Maintain accurate task tracking and keep pace with engagement timelines
• Demonstrate technical skill development through participation in advisory channels and team meetings
• Maintain high client retention rates for ongoing advisory services

Remote Work Expectations

• Maintain a clean, distraction-free background during video calls
• Dress in business casual attire for client interactions
• Use video for communication consistently, recognizing that 80% of communication is non-verbal
• The employer provides a laptop and an annual $500 technology reimbursement for computer and tech accessories

Qualifications

• Bachelor's degree in accounting from an accredited college or university (Master's degree preferred)
• Minimum of 3 years of relevant professional experience, including at least 2 years as a Senior Tax Associate or in a similar role
• CPA or Enrolled Agent (EA) certification required

Preferred Attributes

• Friendly demeanor with a sense of humor and a collaborative spirit
• Strong discipline and ability to thrive in a fast-paced, innovative environment
• Exceptional time management and supervisory skills
• Excellent communication and listening skills, capable of breaking down barriers to solve problems and improve operations
• Ownership mentality with the ability to drive projects to completion
• Passion for client interaction, delivering results, and improving client outcomes

Compensation & Benefits

• Unlimited vacation and sick days
• Health insurance
• 401(k) matching
• Ongoing training and professional development opportunities

Location

• Fully remote position with team members located across the United States