CPA Licensed Senior Tax Advisor

Job Summary

Owning a book of complex tax clients, the full-time remote CPA Licensed Senior Tax Advisor will manage return preparation and review, provide proactive year-round communication, and offer technical guidance on entity structures and tax planning strategies.

Key responsibilities

• Manage a portfolio of complex tax clients, overseeing return preparation, entity structure discussions, and proactive client communication
• Advise clients on tax-minimization strategies and entity classification while translating technical information into understandable guidance
• Review and troubleshoot complex tax returns, serving as a mentor for less experienced preparers within the team

Required qualifications

• Active CPA or EA license in good standing
• 5+ years of experience in preparing and 3+ years in reviewing individual and business tax returns
• Proven experience advising clients on entity structure and tax planning
• Experience mentoring junior preparers and being the final technical checkpoint for returns
• Strong track record of proactive client communication and improving team processes