Senior Tax Advisor

About the Role

We are seeking an experienced Senior Tax Advisor to join a growing, technology-driven accounting and advisory firm. This role is ideal for a tax professional who enjoys working directly with clients, solving complex tax issues, developing strategic tax plans, and helping clients implement practical solutions. The Senior Tax Advisor will primarily support real estate investors, small business owners, real estate investment groups, and fund-related clients. This is a highly client-facing, fully remote position requiring strong technical tax knowledge, excellent communication skills, sound judgment, and the ability to work independently.

Responsibilities

• Serve as a primary point of contact for assigned clients and develop strong, long-term advisory relationships.
• Communicate proactively with clients through email, video meetings, phone, and other communication platforms.
• Develop, present, and periodically update customized tax planning strategies.
• Research complex federal and state tax issues and provide well-supported recommendations, including citations to the Internal Revenue Code, regulations, and other authoritative sources.
• Advise clients on tax-efficient strategies related to real estate investments, business operations, transactions, and other financial matters.
• Coordinate tax planning and preparation activities with internal tax preparation teams.
• Assist with client communications during tax season to ensure tax strategies are properly implemented.
• Serve as a subject matter expert in real estate taxation and remain current on tax law changes, regulations, and industry developments through continuing professional education.
• Provide technical guidance, training, and mentorship to less experienced team members.
• Participate in internal projects focused on improving client experience, operational efficiency, processes, and service delivery.
• Assist with client proposals, training materials, process improvement initiatives, and other firm-wide projects.
• Maintain accurate client records, project information, workpapers, notes, and task tracking within firm systems.
• Identify and recommend additional services that may benefit clients.
• Maintain strict confidentiality and adhere to professional and ethical standards, including applicable AICPA requirements.
• Take ownership of assignments and projects from initiation through completion while consistently meeting established deadlines.

Measures of Success

• Consistently delivering an exceptional client experience and maintaining strong client satisfaction.
• Completing deliverables, workpapers, and client commitments accurately and on time.
• Maintaining accurate task tracking and project information.
• Demonstrating continued growth in technical tax knowledge and advisory capabilities.
• Successfully handling increasingly complex tax planning and advisory projects.
• Maintaining strong client relationships and contributing to long-term client retention.
• Actively contributing to team knowledge-sharing, training, and process improvement.

Ideal Candidate Traits

• Are friendly, approachable, and genuinely enjoy helping others.
• Communicate complex information clearly and practically.
• Enjoy working directly with clients and building trusted relationships.
• Are highly organized with exceptional time-management skills.
• Take ownership of your work and consistently follow through on commitments.
• Are comfortable working independently in a remote and autonomous environment.
• Adapt quickly to changing priorities and new technology.
• Take pride in producing accurate, high-quality work.
• Enjoy teaching, mentoring, and sharing knowledge with colleagues.
• Have strong problem-solving and analytical abilities.
• Are comfortable working in a fast-paced, technology-enabled environment.
• Have a strong interest or background in real estate taxation.
• Are motivated by continuous learning and professional development.

Remote Work Expectations

• Maintain a professional, quiet, and distraction-free workspace.
• Dress appropriately for client-facing meetings.
• Use video for client and team meetings when required.
• Maintain reliable internet and appropriate technology for remote work.
• Communicate effectively and remain responsive during working hours.
• Manage workloads independently while meeting deadlines and maintaining accountability.

The firm provides necessary work equipment and supports employees with an annual technology reimbursement for eligible computer and technology accessories.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field from an accredited institution.
• Master's degree in Accounting or Taxation is preferred.
• Minimum of 5 years of relevant tax experience.
• Experience in a senior tax, tax advisory, or similar role preferred.
• Strong experience with tax planning and research.
• Demonstrated knowledge of real estate taxation and transactions.
• General accounting knowledge and strong understanding of business taxation.
• Active CPA or EA certification required.

Preferred Qualifications

• Experience advising real estate investors and business owners.
• Strong knowledge of federal tax law and familiarity with applicable state tax considerations.
• Experience with tax research platforms and modern accounting technology.
• Experience mentoring or training junior tax professionals.
• Excellent written and verbal communication skills.
• Strong client-service mindset and demonstrated ability to build trusted relationships.

Benefits

• Unlimited vacation and sick time.
• Health insurance.
• 401(k) with employer matching.
• Ongoing professional development and training.
• Remote work environment.
• Annual technology reimbursement.
• Modern technology and automation tools.
• Opportunities for advancement and increased technical responsibility.
• Collaborative, supportive, and autonomous work culture.