Sr Tax Advisor - 15185
SomewhereWorkFromHome, Mpumalanga, South Africa27 days ago
Job descriptionStrategic 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 : 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. Enrolled Agent (EA) license required; additional credentials (CPA, MST, or tax attorney) a plus 8+ years of progressive tax planning and compliance experience; preferably 10 years or more Demonstrated experience across a diverse set of clients including high-net-worth individuals, executives, small businesses, S-corps, C-corps, partnerships, trusts / nonprofits / foundations Deep technical competence in U.S. federal, state, and local tax; multi-state experience strongly preferred Strong skills in tax projections, scenario modeling, and strategic tax planning Proven ability to translate complex technical tax issues into understandable recommendations for clients Excellent client-facing skills : ability to build trust, listen to client needs, manage expectations, and present strategies clearly Detail-oriented, highly organized, capable of managing multiple client engagements and deadlines concurrently Proficiency with tax software (e.g. Lacerte, UltraTax, Drake, ProConnect) and Microsoft Excel; experience with tax projection / planning tools a plus Strong communication skills, both verbal and written Comfort in a dynamic, growth-oriented advisory environment Self-starter attitude with strong initiative; ability to anticipate client needs and proactively propose tax-savings ideas Collaborative mindset, able to work well with bookkeeping, operations, and executive leadership Ability to mentor and train others, with a mindset toward continuous improvement A passion for high integrity, excellence, and delivering exceptional service to high-profile clients Competitive compensation (base + bonus / commission / incentive tied to tax planning outcomes) Professional development support (continuing education, EA / CPA credits, access to industry resources) Flexible work arrangements (as applicable) Opportunity to work on sophisticated tax strategies and build long-term client relationships
Sr Tax Advisor - 15185 at Somewhere
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
Individual (Form 1040, schedules, state / local returns)
Qualifications & Experience
Preferred Characteristics
What We Offer
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Tax Advisor • WorkFromHome, Mpumalanga, South Africa
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