CPA Senior Tax Planner

Job Summary

To support a growing practice, the full-time Senior Tax Planner will independently manage a portfolio of business-owner clients, leading tax planning conversations, designing and delivering customized tax plans, and maintaining ongoing client relationships in a fully remote environment.

Key Responsibilities

• Lead initial tax planning discovery calls and design 10-15 customized tax plans per month for clients
• Maintain an assigned book of tax planning clients and conduct quarterly meetings to identify new planning opportunities
• Review complex tax returns and ensure all plans are technically sound and compliant

Required Qualifications

• 5+ years of experience in public accounting with a focus on tax planning
• Demonstrated experience leading tax planning engagements end-to-end
• Experience serving business owners with $1M-$10M+ in gross receipts
• Strong knowledge of federal and state tax law, entity structuring, and elections
• CPA required