Tax Advisor

Overview

This role provides independent tax preparation, planning, and advisory services for an assigned portfolio of clients. The Tax Advisor serves as the primary point of contact for clients and their Financial Advisor teams, providing proactive, practical tax guidance within the broader client financial relationship.

Responsibilities

• Independently manage an assigned portfolio of clients and serve as the primary tax contact for clients and their Financial Advisor teams.
• Collaborate with Financial Advisors to identify tax opportunities and increase after-tax value.
• Lead client meetings to discuss tax preparation, planning opportunities, questions, and recommendations.
• Manage client deadlines and deliverables, including information requests, estimated payments, extensions, notices, and follow-up items.
• Maintain organized client records and proactively communicate engagement status, next steps, and outstanding items.
• Communicate complex tax concepts clearly and provide proactive, timely, professional, client-focused services.
• Identify complex or high-risk matters and involve tax leadership or other specialists as appropriate.

Tax Preparation, Planning & Advisory

• Prepare, review, and sign federal, state, and local income tax returns, with a primary focus on complex and high-net-worth individual returns.
• Prepare, review, and sign partnership, S corporation, C corporation, trust, estate, and other returns based on client needs and the Tax Advisor’s experience.
• Prepare tax projections, estimated tax calculations, and amended returns, proactively identifying tax savings opportunities.
• Provide year-round tax planning and practical guidance, including equity compensation, trusts and estates, multi-state taxation, business owners, retirement planning, and charitable giving.
• Conduct tax research and develop recommendations on complex tax matters.
• Review, respond to, and resolve federal and state tax notices.
• Represent clients before federal and state taxing authorities and assist with audits and examinations.
• Collaborate with Financial Advisor teams to identify tax considerations relevant to the client’s financial plan.

Technology & Staff Leverage

• Use approved tax software, workflow tools, automation, and AI technology to manage client responsibilities efficiently.
• Delegate appropriate preparation and support work to junior staff.
• Review delegated and technology-assisted work for accuracy and completeness.
• Provide direction and technical guidance to junior staff while maintaining responsibility for the final work product.

Workflow & Team Collaboration

• Manage competing client priorities and filing deadlines while maintaining accurate engagement status and adhering to standard procedures, documentation expectations, and compliance requirements.
• Attend and participate in scheduled team meetings.
• Proactively communicate potential capacity, deadline, or client-service issues.
• Collaborate with Tax Advisors, Financial Advisor teams, and other team members to share technical knowledge and best practices.
• Contribute to process improvements, operational efficiencies, technical training, and continuous improvement initiatives.

AI and Digital Tools

• Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency while validating outputs for accuracy, privacy, and alignment with business requirements.
• Identify and escalate inaccurate information, knowledge gaps, and issues related to digital tools.

Requirements

• Bachelor’s degree in accounting, taxation, finance, business, or related field required; accounting degree preferred.
• CPA, Enrolled Agent, or JD required.
• Minimum of 7 years of progressive tax compliance, planning, and advisory experience, including complex individual income tax preparation and review.
• Experience working directly with high-net-worth individuals and families and providing tax planning and projections.
• Experience with equity compensation, trust and estate planning, multi-state taxation, retirement planning, charitable giving strategies, business owners, and closely held businesses preferred.
• Demonstrated ability to independently manage a client portfolio, lead client meetings, and manage multiple deadlines.
• Strong verbal and written communication skills, professional judgment, analytical ability, and attention to detail.
• Proficiency in CCH Axcess, Bloomberg Tax Planner (BNA), and tax research platforms preferred.
• Comfortable delegating work and leveraging professional tax software, automation, workflow tools, and approved AI technology.
• Stay current on tax laws, regulations, and industry developments through ongoing professional education and completion of required CPE hours.
• Accountable, organized, responsive, proactive, and committed to high-quality client service.
• Ability to communicate complex tax matters in a clear, practical, and client-friendly manner.
• Comfortable working independently in a fully remote environment while collaborating with a broader team.
• Proficient at using AI and digital tools.

Preferred Qualifications

• Accounting degree
• Experience with equity compensation, trust and estate planning, multi-state taxation, retirement planning, charitable giving strategies, business owners, and closely held businesses
• Proficiency in CCH Axcess, Bloomberg Tax Planner (BNA), and tax research platforms

Compensation & Benefits

• Base salary range: $115,000.00 to $135,000.00 (exclusive of bonuses and benefits). This is the expected starting range for this position.
• Full salary grade range for this level: $87,400.00 - $131,000.00.

Benefits may include:

• Medical, dental and vision coverage (available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance (employer paid and voluntary options)
• Short-term and long-term disability and workers compensation (employer paid)
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• Training and professional development
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements)

Location

Remote.

Additional Notes

• This position has no sales, business development, or revenue-generation requirements.
• OSHA requirements: ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone, and to use computer systems.
• E-Verify participation is noted.
• Equal opportunity employer; accommodations are available upon request during the application or selection process.