Tax Advisor

This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Tax Advisor based in the United States. This is a fully remote, full-time opportunity.

Join a client-focused wealth management environment where your tax expertise will help high-net-worth individuals and families make informed financial decisions. As a Tax Advisor, you will independently manage a portfolio of clients, providing comprehensive tax preparation, planning, and advisory services throughout the year. You will serve as the primary tax contact, building trusted relationships with clients and collaborating closely with financial advisors to maximize after-tax value.

The role combines technical tax expertise, proactive planning, and personalized service across complex financial situations. You will also leverage modern tax software, automation, and AI-powered tools to improve efficiency and service quality. With opportunities to mentor junior staff and contribute to continuous improvement, you will play a meaningful role in delivering accurate, practical, and forward-looking tax solutions. This position focuses entirely on client service and advisory excellence, with no sales or business development targets.

• Client Relationship Management:
  Independently manage an assigned portfolio of clients, act as their primary tax contact, and build strong working relationships with clients and financial advisor teams. Lead client meetings, communicate complex tax matters clearly, and provide proactive guidance on tax obligations, planning opportunities, and recommendations.
• Tax Preparation and Compliance:
  Prepare, review, and sign federal, state, and local income tax returns, with a focus on complex individual and high-net-worth returns. Handle additional entity, partnership, corporate, trust, and estate returns according to client needs and professional expertise.
• Tax Planning and Advisory:
  Develop tax projections, calculate estimated payments, prepare amended returns, and identify tax-saving opportunities. Provide year-round advice on equity compensation, multi-state taxation, trusts and estates, retirement planning, charitable giving, and tax considerations for business owners and closely held businesses.
• Tax Research and Representation:
  Research complex tax issues, develop practical recommendations, respond to federal and state tax notices, and represent clients before taxing authorities when necessary. Support clients through audits and examinations while escalating complex or high-risk matters to appropriate specialists.
• Workflow and Deadline Management:
  Coordinate filing deadlines, client information requests, extensions, deliverables, estimated payments, notices, and follow-up activities. Maintain accurate records, document engagement progress, follow established procedures, and communicate potential capacity or deadline concerns proactively.
• Technology and Quality Assurance:
  Use approved tax preparation software, workflow platforms, automation, and AI tools to improve productivity and service quality. Review delegated and technology-assisted work for accuracy, completeness, privacy, and compliance, retaining accountability for all final deliverables.
• Team Collaboration and Development:
  Delegate appropriate tasks to junior staff, provide technical guidance, and support their professional development. Collaborate with tax professionals, financial advisors, and other colleagues to share expertise, improve processes, strengthen operational efficiency, and contribute to training initiatives.

• Education and Professional Credentials: A bachelor's degree in accounting, taxation, finance, business, or a related field is required, with an…