Tax Pro Advisor

Position Summary

We are seeking a proactive, client-facing Senior Tax Pro Advisor to lead a team of tax professionals while serving a portfolio of high-net-worth individuals and entrepreneurial businesses.


This mid-level leadership role combines hands-on tax planning, client relationship oversight, team development, and auditing tax plans for accuracy and completeness. Working under the direction of the Senior Tax Strategist, this individual will guide client engagements, review team deliverables, and ensure recommendations are technically supported, actionable, and delivered on time.





Key Responsibilities

Team Leadership and Quality Review

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  Lead and oversee a team of tax professionals, assigning work and balancing workloads to meet client needs and deadlines.
• Provide technical guidance, coaching, and feedback to support team performance and professional development.
• Audit and review tax plans, projections, research, and supporting documentation for accuracy, completeness, applicable tax requirements, and alignment with client objectives.
• Identify unsupported assumptions, calculation errors, implementation gaps, and potential tax risks; ensure necessary corrections are completed before delivery.
• Monitor engagement progress, resolve routine issues, and escalate complex technical matters or significant client concerns to the Senior Tax Strategist.
• Support onboarding, training, and performance evaluations.
• Improve workflows, documentation standards, and quality review procedures.
  
  

Client Advisory and Tax Planning

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  Serve as the primary advisor for an assigned client portfolio, overseeing communications, expectations, and planning engagements.
• Lead quarterly client meetings to review financial information, identify tax-saving opportunities, and explain recommendations clearly.
• Evaluate clients’ business objectives, major transactions, investments, and family wealth structures to develop appropriate tax planning recommendations.
• Guide the development and implementation of individual and business tax strategies, including entity structuring, transaction planning, disposition analysis, and year-end projections.
• Conduct and review federal and multistate tax research, documenting conclusions and supporting authority.
• Coordinate with the Senior Tax Strategist on complex strategies and obtain required review before presenting or implementing recommendations.
• Track implementation and follow through on agreed-upon action items with clients, internal teams, and external professionals.
  
  

Client Service and Practice Operations

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  Ensure timely, thorough responses to client communications across the team.
• Maintain accurate client records, engagement status, tasks, and deadlines in the CRM.
• Oversee preparation of clear planning summaries and supporting documentation for client reference.
• Identify and address service concerns to maintain strong client relationships.
• Handle confidential client and company information with discretion and integrity.
  
  

Skills, Knowledge and Expertise

Minimum Qualifications

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  Bachelor’s degree in Accounting, Finance, or a related field.
• Active CPA license and/or Enrolled Agent credential required.
• At least five years of progressive tax experience, including substantial tax planning or advisory work with high-net-worth individuals and/or entrepreneurial businesses.
• Demonstrated experience leading teams of tax professionals, delegating assignments, coaching staff, and overseeing engagement quality and deadlines.
• Experience auditing and reviewing individual and business tax plans, validating calculations and technical positions, identifying risks, and ensuring corrective action.
• Demonstrated experience overseeing client relationships and multiple tax engagements.
• Strong knowledge of individual, pass-through entity, and corporate taxation, including federal and multistate planning considerations.
• Hands-on UltraTax experience required.
• Proficiency with tax research, planning, and workflow tools, including platforms such as CS Planner, Google Workspace, Slack, and CRM systems.
  
  

Skills and Competencies

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  Ability to lead a team while remaining actively involved in client engagements.
• Strong attention to detail when auditing tax plans and reviewing supporting documentation.
• Sound technical judgment, including recognizing when additional review or escalation is needed.
• Ability to translate complex tax issues into practical recommendations for nontechnical audiences.
• Strong organization, delegation, and project oversight skills.
• Clear, confident written and verbal communication.
• Ability to provide constructive feedback and hold team members accountable for quality and deadlines.
• Initiative and follow-through in a remote work environment.

Benefits

• Remote work
• Medical, dental, vision, life, and voluntary life insurance
• 401(k) with company match
• Paid vacation and sick days
• Paid holidays
• Continuing education
• Teambuilding events

Salary: 80000 - 110000 USD per year