Senior Tax Advisor

About the role

This isn't a one-trick role. We're looking for a bilingual tax professional who can review returns, jump in to prepare when needed, AND roll up their sleeves on real tax strategy implementation — all while helping grow a team that's changing how taxes are done for small business owners and high-net-worth individuals.

Responsibilities

• Review individual and small business tax returns (1040, 1120S, 1065, Schedule C/E) for accuracy, compliance, and missed opportunities
• Prepare tax returns for individuals and small businesses when coverage or capacity requires it
• Implement hands-on tax strategies across entity structure, compensation, real estate, and retirement planning
• Lead and present tax planning calls — kickoffs, implementation, and quarterly check-ins — in English and Spanish
• Research evolving tax legislation and IRS pronouncements to keep strategies current and effective
• Identify new planning opportunities within the existing client portfolio and surface them to the advisory team
• Mentor and support junior staff, including the Tax Return Reviewer, helping elevate the whole team
• Collaborate cross-functionally with accounting, finance, and client services on complex client matters

Requirements

• You hold an active CPA or EA license
• You are fully bilingual in English and Spanish
• You have 3-5 years of public accounting experience with a strong tax focus
• You're comfortable in all three gears: reviewing, preparing, and strategizing — without missing a beat
• You have a solid accounting foundation: bookkeeping, GL reconciliation, and financial statements
• You're curious, proactive, and genuinely excited by complex tax strategies
• You thrive in a fast-moving environment, manage competing deadlines with ease, and bring an ego-free attitude

Qualifications

• Competitive salary $90,000 - $95,000, based on experience
• 401(k) with company contributions and matching
• Paid time off, paid sick time, and flexible scheduling
• Clear path to a Lead Advisory or Tax Manager role as the firm grows
• Real community impact — your bilingual skills help Spanish-speaking business owners and families win financially
• A firm that values nerdy tax strategy, great people, and zero ego

Benefits

• Competitive salary $90,000 - $95,000, based on experience
• 401(k) with company contributions and matching
• Paid time off, paid sick time, and flexible scheduling
• Clear path to a Lead Advisory or Tax Manager role as the firm grows
• Real community impact — your bilingual skills help Spanish-speaking business owners and families win financially
• A firm that values nerdy tax strategy, great people, and zero ego

Schedule

• Fast-paced environment

Pay

• $90,000 - $95,000, based on experience