Tax Pro Advisor
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Job Description
Tax Pro Advisor leading a tax team and advising high-net-worth individuals and entrepreneurial businesses. Tax Alchemy role covering planning, quality review, and client engagements.
Responsibilities:
- 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
- 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
- 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
Requirements:
- 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 CS Planner, Google Workspace, Slack, and CRM systems
- 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
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