Tax Advisor

About the role

At Revolution Group, LLC, we are seeking a Private Client Tax Manager to join our team. This role is not a high-volume tax role, but rather one focused on sophisticated tax planning and wealth strategy for our ultra-high-net-worth clients.

Responsibilities

• Lead and contribute tax planning strategy for each client, ahead of and alongside the advisory team
• Sit in on client meetings as part of the advisory team
• Partner with advisors in internal strategy sessions to build a tax plan for each client
• Support direct client-facing tax communication and delivery
• Prepare individual and business tax returns for UHNW clients (1040s, S-corps, trusts, LLCs)
• Manage tax filing and extension workflows with accuracy and timeliness throughout the year
• Ensure compliance with federal and state tax regulations
• Improve and maintain tax onboarding processes
• Build scalable workflows to support a growing client base
• Identify opportunities for automation and efficiency improvement
• Ensure accuracy and completeness of all filings
• Reduce errors, rework, and inefficiencies
• Maintain a high standard of client deliverables
• Take on consulting work with clients beyond core tax prep
• Present continuing education sessions to peers and industry groups
• Exposure to business consulting work as the firm’s advisory capabilities expand

Qualifications

• CPA license required
• 3–7+ years of tax preparation or public accounting experience
• Strong knowledge of federal and state tax laws
• Experience in tax planning and strategy for individuals and closely-held businesses
• Experience with high-net-worth or ultra-high-net-worth clients preferred
• Comfort working directly with clients in a meeting setting, not just behind the scenes
• Strong organizational and systems-thinking ability
• Detail-oriented with high standards for accuracy
• Tech-forward mindset (automation, workflow tools, efficiency improvement)
• Strong communication and collaboration skills
• Self-starter who thrives with autonomy and ownership

What Makes This Role Different

• A consistent 40–45 hour week, year-round — no busy-season burnout
• A deliberately curated client base — a fraction of the volume a typical tax manager carries, even as we grow
• A role built around tax planning first — return prep supports the plan, it isn’t the job
• A real voice in client strategy meetings, not just a preparer
• Opportunities to grow into consulting, CE speaking, and broader advisory work over time
• Opportunity to build and shape internal tax infrastructure as the practice grows
• A team-based culture with regular team events, built on EOS and our core values: Client First, Teamwork, Urgency, Execution, Communication, Problem Solving, and Accountability

Compensation & Benefits

• Competitive base salary (based on experience)
• Performance-based bonus tied to execution quality and operational contribution
• Health insurance
• Retail plan