Sr Tax Advisor - 15185

Overview

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Job Details

Job Title : Senior Tax Advisor (Enrolled Agent)

Location : Remote

Reports to : Head of Tax Strategy / Managing Partner

Job Type : Full-time

About The Company

We are a fast-growing tax advisory and planning firm specializing in delivering proactive, year-round strategies to high-net-worth individuals, executives, business owners, and investors. Our team focuses on sophisticated tax planning, compliance, and implementation, helping clients optimize financial outcomes across diverse income streams and entity structures.

Role Overview

As a Senior Tax Advisor / Enrolled Agent, you will be a senior member of our tax strategy team. You will actively manage a portfolio of high-net-worth and business clients, delivering both planning and compliance services. You will leverage your deep technical knowledge, client-facing skills, and strategic mindset to identify tax savings opportunities, implement them, and ensure audit-ready compliance. This role requires a proactive, detail-oriented, and relationship-driven professional who can operate independently, manage deadlines, and mentor junior staff.

Key Responsibilities

• Lead and manage comprehensive tax planning engagements for high-income individuals, executives, and business owners, including :
• Income tax projections, scenario modeling and forecasting
• Strategic analysis of compensation, capital gains, stock options (ISOs, RSUs, NSOs), and bonus structures
• Roth conversion planning, entity restructuring, charitable giving strategies (e.g., donor-advised funds, leveraged charitable deductions)
• Sophisticated investment tax optimization, including passive income, alternative investments, real estate, and carried interest
• Oversee and execute compliance filings for a diverse mix of entities :
• Individual (Form 1040, schedules, state / local returns)
• Business returns (S-Corporations, C-Corporations, Partnerships)
• Trusts, foundations, and nonprofit entities
• Multi-state and multi-jurisdiction filings
• Serve as lead client liaison : responsible for discovery, planning recommendations, review sessions, and presenting strategic options in clear, actionable form.
• Work collaboratively with bookkeeping / financial oversight teams to ensure records are accurate, timely, and optimized for tax purposes.
• Manage workflow, deliverables, and deadlines for assigned clients; ensure high quality, accuracy, and proactive communication.
• Monitor legislative and regulatory changes (federal, state, local) that may impact tax planning strategies, proactively updating client plans accordingly.
• Support internal training and mentoring of more junior tax staff, reviewing their work, and helping build their technical and client-service skills.
• Assist in audit support and IRS / state notices, as needed, including preparing responses, documentation, and client communication.

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What We Offer

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