Senior Tax Advisor – Engagement

Senior Tax Advisor – 3-Month Contract Engagement

CPA or EA Required

Location: Round Rock, TX – In-person, office-based

Company: Wealth X Taxes, LLC

Compensation: Competitive contract compensation based on experience

Wealth X Taxes is seeking an experienced Senior Tax Advisor for a 3‑month contract engagement to support our tax advisory and compliance team during a major growth phase. This role is ideal for a CPA or EA who is highly skilled in complex tax preparation, review, IRS notice resolution, and client‑facing tax advisory work — without the expectation of a full‑time ongoing role.

Wealth X Taxes is a boutique tax strategy and CFO firm serving high‑income entrepreneurs and real estate investors. We help clients reduce taxes, build wealth, and create lasting legacies through proactive planning and elite execution.

We are scaling quickly and need a sharp, experienced tax professional who can step in, own high‑level tax work, and help maintain premium client outcomes.

As a Senior Tax Advisor, you will help manage client tax engagements, prepare and review complex returns, assist with IRS and state notice resolution, and support tax planning implementation for premium clients. This is not a basic back‑office compliance role. We need someone who can operate at a high level, communicate professionally, and help improve our tax systems during a focused 3‑month engagement.

• Prepare and review complex individual and business tax returns, including 1040, 1120, 1120‑S, and 1065.
• Support high‑income entrepreneurs and real estate investors.
• Assist with IRS and state notice resolution.
• Communicate professionally with clients and agencies.
• Support tax planning implementation and advisory follow‑through.
• Help improve workflows, checklists, and internal tax processes.
• Work directly with the CEO and leadership team on high‑level cases.
• Utilize modern tools, including AI‑assisted workflows, to improve speed and accuracy.

• CPA or EA required.
• Strong experience with complex 1040 preparation and review.
• Experience with business returns preferred.
• Confident handling IRS notices and client representation.
• Organized, proactive, and highly accountable.
• Comfortable working in person in Round Rock, TX.
• Able to step into a fast‑moving environment and produce quality work quickly.
• Potential for future opportunities depending on fit and business needs.
• Designed for an experienced tax professional who wants meaningful, high‑impact work without committing to a permanent full‑time role.