Senior Tax Advisor – Enrolled Agent
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Job Description
Enrolled Agent leading recurring tax-planning conversations for entrepreneurs and owner-operated businesses. Identifying opportunities, explaining recommendations, and coordinating technical implementation.
Responsibilities:
- Lead recurring tax-strategy and advisory calls with clients
- Review client financials, projections, prior-year returns and previous recommendations before meetings
- Identify tax-planning opportunities, risks and areas requiring deeper review
- Explain complex tax concepts in clear, practical language
- Translate meetings into a clear, actionable client plan
- Route technical or complex issues to the Senior Tax Manager
- Ensure recommendations enter the firm's implementation workflow
- Proactively reach out when client financials or business changes create planning opportunities
- Record short Loom or video explanations when useful
- Build trusted, long-term relationships with a portfolio of entrepreneurs
- Help improve the advisor playbook based on recurring client situations and conversations
- Collaborate with the Senior Tax Manager, accounting, customer-success and operations teams
Requirements:
- Active Enrolled Agent (EA) credential, in good standing with the IRS (required)
- 3–7+ years of tax, accounting or tax-advisory experience
- Strong understanding of closely held businesses, S corporations and individual taxation
- Comfortable reading P&Ls, tax returns, balance sheets and financial projections
- Excellent verbal communication skills, with the ability to make complicated tax concepts easy for business owners to understand
- Comfortable advising ambitious entrepreneurs, many in their 20s–40s
- High urgency and proactive communication
- Strong judgment around when to advise, when to investigate further and when to escalate
- Comfortable working within structured processes instead of guessing
- Strong presence on Zoom and video
- Low ego and the ability to collaborate closely with technical specialists, accountants, customer-success staff and operations
Benefits:
- Flexible hours: start part-time with room to grow to full-time
- 100% remote work
- 1099 contract arrangement
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