Senior Tax Advisor

Overview

This senior individual-contributor role strengthens the organization’s tax practice by owning complex client relationships and providing advisory-level guidance. The position reports to the Tax Service Lead and serves as a steady technical reference point for the broader tax team.

In the first year, the role will take on a book of complex clients and become a go-to resource for technical guidance on topics such as multi-entity structures, election decisions, and situations requiring judgment and proactive communication. The scope and compensation are expected to grow as experience and impact increase.

Responsibilities

• Own a book of complex tax clients end-to-end, including:
  • Return preparation and review
  • Entity structure and tax planning conversations
  • Proactive, year-round client communication (not limited to deadlines)
• Advise clients directly on entity classification, reasonable compensation, and tax-minimization strategy, including:
  • Regular meetings
  • Translating technical positions into plain-English guidance
• Review and troubleshoot the most complex returns before submission, including work prepared by others
• Mentor other preparers and act as a go-to resource for technical questions
• Make and own judgment calls for the assigned client book, providing candid and proactive communication and escalating the biggest decisions to the Tax Service Lead
• Reconcile and adjust client books when needed so tax-planning and preparation figures are accurate
• Partner with bookkeeping and CFO advisory teams to ensure tax considerations fit into each client’s broader financial picture
• Help lead the adoption of AI and workflow tools across the tax team, including:
  • Karbon
  • TaxDome
  • AI-assisted research tools
  • Contribute to improving each season’s quality and efficiency

Requirements

• CPA or EA license, active and in good standing
• 5+ years preparing and 3+ years reviewing individual and business tax returns, including:
  • Forms 1120S, 1065, 1120, and 1040
• Experience advising clients directly on entity structure, reasonable compensation, and tax planning (not only preparing returns)
• Experience reviewing and mentoring less experienced preparers, comfortable serving as the final technical checkpoint before a return goes out
• Demonstrated track record of proactive client communication, including:
  • Following up before a client has to ask
  • Communicating candidly and early, even when the news is not what the client hoped to hear
• Detail-oriented approach and a service-focused mindset
• Track record of improving team workflow and quality through process improvements, tool adoption, and/or AI-enabled efficiency
• Comfortable working fully remote as part of a distributed team

Preferred Qualifications

• CPA license
• Demonstrated history of being relied on by both teammates and clients for individual-level expertise without a formal management title
• Experience in a fractional CFO, outsourced accounting, or multi-client advisory environment (vs. a single-company in-house tax role)
• Familiarity with TaxDome or comparable practice-management and workflow tools
• Comfort using AI tools as part of a research and review workflow
• Experience using AI tools such as Claude or Claude Code to support research/review and to build workflows, automations, or internal tools

Compensation & Benefits

Senior-level compensation will reflect technical depth and judgment. Specific details will be discussed during the interview process.

Interview Process (Overview)

• Online application
• A video recording of yourself
• Initial video interview (if there appears to be a strong fit)
• Second video interview with the potential Team Lead and a team member
• Reference checks
• Final video interview with upper management
• Background check and offer letter preparation, including finalization of start date and details

Location

Remote (fully remote position).