Tax Advisor

📋 Description

• Manage assigned portfolio of clients and act as primary tax contact
• Prepare, review, and sign federal, state, and local income tax returns for complex individual and
• Handle entity, partnership, corporate, trust, and estate returns as needed
• Develop tax projections, calculate estimated payments, prepare amended returns, and identify
• Provide year-round advice on equity compensation, multi-state taxation, trusts and estates
• Research complex tax issues, respond to tax notices, represent clients before taxing authorities

🎯 Requirements

• Bachelor's degree in accounting, taxation, finance, business, or related field is required
• Active CPA, Enrolled Agent (EA), or Juris Doctor (JD) credential is required
• At least 7 years of progressive experience in tax compliance, planning, and advisory services
• Experience preparing and reviewing complex individual income tax returns, working with
• Strong knowledge of federal and state tax regulations, tax research, compliance requirements, and
• Experience with equity compensation, trust and estate planning, multi-state taxation, retirement

🎁 Benefits

• Expected starting base salary of $115,000–$135,000 per year
• Fully remote, full-time position
• Medical, dental, and vision insurance
• Employer-contributed Health Savings Account (HSA) and Flexible Spending Accounts (FSA)
• Wellness programs
• 401(k) retirement plan with employer matching and profit-sharing opportunities