Senior Tax Planner

Overview

This role involves leading proactive tax planning for a defined portfolio of business-owner clients. The Senior Tax Planner is expected to own day-to-day tax strategy, run client conversations end-to-end, and deliver high-quality planning outcomes without constant oversight.

Responsibilities

Tax Planning & Advisory Leadership

• Lead initial tax planning discovery calls with new clients and assess planning opportunities independently
• Design, finalize, and deliver 10–15 customized tax plans per month for business-owner clients
• Advise clients on entity structure, elections, compensation strategies, deductions, and long-term tax optimization
• Clearly explain complex tax strategies, risks, and tradeoffs in a way business owners understand

Ongoing Client Ownership

• Maintain an assigned book of tax planning clients and meet with them on a quarterly basis
• Serve as the primary tax planning advisor for clients throughout the year
• Proactively identify new planning opportunities as client facts and business activities change

Technical Execution & Oversight

• Review complex individual and business tax returns (1040, 1065, 1120S, 1120) as needed to support planning
• Ensure all tax plans and recommendations are technically sound, compliant, and well-documented
• Maintain high-quality workpapers and planning documentation in alignment with firm standards

Collaboration & Firm Contribution

• Partner with leadership on complex, high-risk, or non-routine planning matters
• Manage multiple engagements and deadlines in a high-volume environment
• Contribute to improving tax planning processes, templates, and internal efficiency
• Uphold firm values through proactive communication, accountability, and attention to detail

Qualifications

• 5+ years of experience in public accounting, with a strong emphasis on tax planning
• Demonstrated experience leading tax planning engagements end-to-end
• Experience serving business owners with $1M–$10M+ in gross receipts
• Advanced experience with 1120S, 1065, 1120, and 1040
• Strong knowledge of federal and state tax law, entity structuring, and elections
• Proven ability to communicate complex tax concepts clearly to non-technical clients
• Highly organized, detail-oriented, and capable of managing a full client load independently
• CPA required

Preferred Qualifications

Not specified.

Compensation & Benefits

• Compensation: $120,000 - $150,000 based on experience
• Competitive salary
• Health benefits
• Paid time off and holidays
• Supportive, growth-oriented team culture

Location

Remote in TX, TN, or FL

Schedule

• Full-Time: 40+ hours per week (up to 60+ during tax season/as needed)

Role Expectations

• Independently handle 10–15 tax plan deliveries per month
• Conduct initial tax planning consultations without hand-holding
• Maintain strong client satisfaction and retention through quarterly planning cadence
• Meet deadlines consistently and communicate proactively when issues arise