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.

Qualifications & Experience

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

Preferred Characteristics

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

What We Offer

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