Senior Tax Advisor

📋 Description

• Prepare tax returns: Prepare federal individual, business, corporate, and trust tax returns for HNW
• Support client engagements: Communicate directly with clients to collect financial information
• Analyze financial documentation: Review financial records and supporting materials to identify
• Apply technical tax expertise: Use tax preparation and tax-planning software to support return
• Coordinate with internal stakeholders: Work closely with the Director of Tax and Client Success
• Maintain quality and confidentiality: Handle sensitive client financial information with

🎯 Requirements

• Professional experience: At least five years of experience preparing tax returns for HNW and UHNW
• Professional credentials: An active Certified Public Accountant (CPA) license or Enrolled Agent
• Tax preparation expertise: Demonstrated experience with a broad range of federal tax returns
• Technical proficiency: Strong knowledge of tax preparation and planning, financial documentation
• Accuracy and organization: Exceptional attention to detail, sound judgment, strong organizational
• Client service and communication: Excellent interpersonal and written communication skills, with

🎁 Benefits

• Remote work: Work remotely from South Florida, with the position intended for candidates located
• Seasonal full-time engagement: A defined tax-season assignment running from January 4 through April
• Compensation: Salary or other compensation will be determined based on experience.
• Potential additional compensation: Bonus or commission arrangements, if applicable, will be
• Benefits package: Eligibility and details regarding health insurance, retirement plans, paid time
• Collaborative environment: Work closely with tax leadership and client success colleagues while