Senior Tax Advisor

Senior Tax Advisor - Tax Planning Location: Columbia, MO (Hybrid) Employment Type: Full-Time About The Opportunity Are you looking to move beyond traditional tax preparation and focus on strategic tax planning that creates measurable value for clients? This growing advisory firm specializes in proactive tax planning for entrepreneurs, business owners, and real estate investors. Rather than focusing solely on annual compliance work, the firm partners with clients throughout the year to develop and implement tax-saving strategies that drive long-term financial success. As a Senior Tax Advisor, you will serve as a trusted advisor, leading client engagements, developing strategic tax solutions, and collaborating with internal teams to ensure successful execution of planning initiatives. Key Responsibilities Manage a portfolio of tax planning clients from onboarding through ongoing quarterly reviews.Lead strategic tax planning discussions and communicate complex concepts in a clear, client-friendly manner.Identify opportunities related to entity structuring, compensation planning, retirement strategies, and real estate tax optimization.Coordinate with tax preparation teams to ensure seamless implementation of planning recommendations.Maintain accurate client documentation, notes, and workflows.Build and maintain strong client relationships through proactive communication and advisory support. Required Qualifications CPA or EA designation preferred, or significant progress toward CPA licensure with relevant tax experience.Minimum 3 years of experience in tax preparation, tax planning, or tax advisory services.Strong understanding of:Individual Tax Returns (1040)Partnership Returns (1065)S-Corporation Returns (1120-S)Experience working with business owners, entrepreneurs, and closely held businesses.Strong communication and relationship management skills.Highly organized, detail-oriented, and proactive in managing multiple priorities. Compensation & Benefits Performance-based bonus opportunitiesHybrid work environment with remote flexibilityHealth insurance coverage401(k) plan with company matchingPaid Time Off (PTO)Continuing education and professional license supportFlexible work scheduleCareer growth opportunities within a rapidly expanding organization