Tax Pro Advisor

Position Summary

Key Responsibilities

Team Leadership and Quality Review

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  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.
  
  

Client Advisory and Tax Planning

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  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.
  
  

Client Service and Practice Operations

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  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.
  
  

Skills, Knowledge and Expertise

Minimum Qualifications

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  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 platforms such as CS Planner, Google Workspace, Slack, and CRM systems.
  
  

Skills and Competencies

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  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