Senior Tax Advisor — Client-Facing Tax Strategy Lead; Hybrid

Senior Tax Advisor (Client-Facing Advisory Role)

Location:

Houston, TX (Hybrid) | Job Type: Full-time

We're hiring a Senior Tax Advisor to support and lead tax planning and advisory conversations with dental and medical practice owners nationwide. This is a client‑facing, strategy‑driven role with a structured ramp – not a high‑volume tax prep position. You will work alongside a strong internal team while growing into full ownership of client relationships and tax strategy.

• Manage a smaller client portfolio (30-40 clients)
• Participate in and co‑lead quarterly and annual tax planning meetings
• Learn our advisory frameworks, planning playbooks, and communication standards
• Build confidence delivering tax strategy and managing client relationships

• Lead tax planning meetings independently
• Manage a larger book of business (50-70 clients)
• Own proactive tax strategy and advisory outcomes
• Mentor junior advisors and contribute to team development

• Participate in and lead tax planning meetings with business owners
• Serve as a trusted tax advisor to dental and medical practices
• Translate complex tax strategies into clear, actionable guidance
• Review tax returns (1040, 1120S, 1065) prepared by associates
• Partner with accounting and bookkeeping teams to ensure accurate execution
• Identify proactive planning opportunities (entity structure, owner compensation, real estate coordination, retirement planning, etc.)

• 4‑8+ years of public accounting experience (tax‑focused)
• Strong experience with S‑Corps and partnerships
• CPA or EA preferred
• Confident, polished communicator who enjoys client‑facing work
• Ability to manage relationships and prioritize effectively
• Strategic mindset beyond compliance‑only tax work

• Competitive base salary with advisory bonus opportunity
• Bonus tied to revenue managed and client satisfaction
• Health insurance and 401(k) with match
• Paid time off and company holidays
• CPA/EA exam reimbursement
• Profit‑sharing and long‑term growth opportunities
• Clear career path to Client Manager, Tax Manager, and leadership roles

Hybrid in Houston, TX.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or any other protected characteristic.