CPA Tax Advisor

Job Summary

Independently managing an assigned portfolio of clients, the full-time remote Tax Advisor will deliver high-quality tax preparation, planning, and advisory services while collaborating closely with financial advisors to provide proactive tax guidance.

Key responsibilities

• Serve as the primary tax contact for clients, managing deadlines, deliverables, and communication of complex tax concepts
• Prepare and review federal, state, and local income tax returns, focusing on complex individual and business tax situations
• Utilize approved tax software and AI technology to enhance efficiency and delegate tasks to junior staff while maintaining oversight of client outcomes

Required qualifications

• Bachelor's degree in accounting, taxation, finance, business, or related field; accounting degree preferred
• CPA, Enrolled Agent, or JD required
• Minimum of 7 years of tax compliance, planning, and advisory experience, particularly with high-net-worth individuals
• Experience with equity compensation, trust and estate planning, and multi-state taxation preferred
• Proficiency in CCH Axcess and Bloomberg Tax Planner, along with a commitment to ongoing professional education