Senior Tax Advisor
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Job Summary
Focusing on advisory rather than compliance, the full-time Senior Tax Advisor will manage relationships with business owners, oversee tax work for technical accuracy, and lead strategic conversations remotely.
Key responsibilities
- Review and analyze monthly financial statements to identify issues and opportunities
- Develop and communicate tax strategies to clients in an understandable manner
- Lead quarterly strategy discussions with a portfolio of business owners
Required qualifications
- 3+ years of public accounting tax experience, particularly with business entities
- CPA preferred; exceptional EA candidates with entity-level tax experience may be considered
- Experience with QuickBooks Online and UltraTax
- Familiarity with cloud/AI-enabled accounting technology
- Strong communication skills to explain complex tax issues to clients
Complete Job Description
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