Senior Tax Advisor

Overview

The Senior Tax Advisor is responsible for delivering high-quality tax preparation, review, and advisory services to clients within Tax Advisory Services and CFO Advisory Services teams. This role requires strong technical expertise, excellent client communication skills, and the ability to manage multiple complex engagements simultaneously.

Responsibilities

Client Advisory & Tax Planning

• Serve as the primary advisor for a portfolio of clients, building trusted long-term relationships.
• Lead year-round tax planning, including quarterly reviews and strategic recommendations.
• Identify tax-saving opportunities through analysis of complex financial and business data.
• Lead client meetings and communicate tax strategies clearly and practically.
• Research complex tax issues and translate technical guidance into actionable recommendations.

Tax Preparation & Review

• Prepare and review complex federal, state, and local tax returns for individuals, C corporations, S corporations, partnerships, trusts, estates, fiduciaries, and exempt organizations.
• Prepare and review complex multi-state and international tax filings.
• Maintain high-quality preparation and review standards through consistent workflows and best practices.

Tax Compliance & Resolution

• Respond to IRS, state, and local tax notices, audits, and other tax authority inquiries.
• Support compliance projects including property tax, sales and use tax, and business tax matters.
• Prepare correspondence and communicate directly with tax authorities.

Leadership and Operations

• Mentor and support junior team members through technical guidance and return reviews.
• Contribute to improving firm processes, workflows, and documentation.
• Collaborate across teams to deliver exceptional client service.
• Participate in training and continuing professional development.

Requirements

• 5+ years of tax accounting and advisory experience (public accounting strongly preferred).
• Advanced knowledge of federal and state tax compliance and tax planning.
• Experience preparing and reviewing tax returns for accuracy and completeness.
• Strong ability to communicate complex tax topics clearly to clients.
• Experience with multiple entity types and high-complexity returns.
• Ability to manage multiple client engagements with deadlines.

Preferred Qualifications

• CPA or EA certification (strongly preferred).
• Experience with multi-state and/or international tax issues.
• Experience with advisory-focused tax planning.
• Prior experience serving e-commerce, manufacturing, and/or healthcare clients.
• Familiarity with workflow/task management tools such as Karbon.
• Strong documentation and process improvement mindset.

Location

Not specified.

Compensation & Benefits

Not specified.