Senior Tax Planner

Overview

This is a full-time Senior Tax Planner role focused on owning client tax strategy and advising business owners through proactive, end-to-end tax planning.

• Schedule: Full-Time, 40+ hours per week (up to 60+ during tax season/as needed)
• Compensation: $120,000 - $150,000 based on experience
• Location: Remote in TX, TN, or FL

In this role, you will lead tax planning conversations from discovery through plan delivery, maintain an ongoing quarterly planning relationship with a defined client portfolio, and collaborate with leadership on complex or edge-case matters.

Responsibilities

Tax Planning & Advisory Leadership

• Lead initial tax planning discovery calls with new clients and independently assess planning opportunities
• 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 your 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 aligned 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
• Maintain strong 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 able to manage a full client load independently
• CPA required (or actively licensed EA with significant planning experience)

Preferred Qualifications

• Prior success delivering and coordinating tax planning across ongoing quarterly client relationships
• Experience working independently without constant oversight while managing deadlines and client expectations

Compensation & Benefits

• Salary: $120,000 - $150,000 based on experience
• Competitive benefits including Health Benefits
• Paid Time Off and Holidays
• Supportive, growth-oriented team environment

Location

• Remote position in TX, TN, or FL