Tax Advisory Senior

Overview

This role is for a Senior Tax Planner who wants to move beyond repetitive compliance work and focus more on proactive tax planning and client advisory. You will work directly with business owners to identify tax-saving opportunities, develop personalized strategies, and deliver recurring planning support.

Responsibilities

Tax Planning & Advisory

• Lead initial tax planning consultations and independently identify opportunities for tax savings.
• Design and deliver 10–15 customized tax plans per month for business-owner clients.
• Advise on entity structure, tax elections, compensation strategies, deductions, and long-term tax optimization.
• Translate complex tax strategies, risks, and tradeoffs into clear, actionable recommendations.

Client Relationships & Ongoing Planning

• Own an assigned portfolio of tax planning clients and serve as their primary planning advisor.
• Conduct quarterly planning meetings to review results, identify new opportunities, and adapt strategies as businesses evolve.
• Build trusted relationships through proactive communication, responsiveness, and exceptional service.
• Help clients move from understanding their tax situation to taking action on their strategy.

Technical Execution & Quality

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

Collaboration & Continuous Improvement

• Partner with firm leadership on complex, high-risk, or non-routine planning matters.
• Manage multiple client engagements and deadlines while maintaining a high standard of work.
• Contribute ideas to improve tax planning processes, templates, and efficiency.
• Take ownership of outcomes and communicate proactively when challenges arise.

Requirements

• 3+ years of public accounting experience with a strong foundation in tax preparation and planning.
• Demonstrated experience leading tax planning engagements from discovery through delivery.
• Experience advising business owners, ideally with $1M–$10M+ in gross receipts.
• Strong technical knowledge of Forms 1040, 1065, 1120S, and 1120.
• Knowledge of federal and state tax law, entity structuring, and tax elections.
• Excellent communication skills and the ability to explain complex concepts to non-technical clients.
• Highly organized and detail-oriented; comfortable managing a client portfolio independently.
• Active CPA license required.

Preferred Qualifications

No additional preferred qualifications listed.

Compensation & Benefits

• Salary: $90,000–$120,000 based on experience (bonus eligible)
• Health benefits
• 401(k)
• Paid time off and holidays

Location

• Remote in TX, TN, or FL

Schedule

• Full-Time, 40+ hours per week