Senior Tax Advisor – Enrolled Agent

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead regular tax strategy and advisory discussions with clients.

• Assess client financial statements, projections, prior-year tax filings, and previous advice prior to meetings.

• Discover tax planning opportunities, risks, and areas that need further investigation.

• Articulate complex tax concepts in simple, actionable language.

• Convert meeting discussions into a clear, actionable plan for clients.

• Direct technical or intricate issues to the Senior Tax Manager.

• Ensure that recommendations are integrated into the firm's implementation workflow.

• Proactively engage when changes in client financial situations or business operations present planning opportunities.

• Create brief Loom or video explanations when beneficial.

• Foster trusted, long-term relationships with a diverse portfolio of entrepreneurs.

• Contribute to enhancing the advisor playbook based on recurring client scenarios and discussions.

• Work collaboratively with the Senior Tax Manager, as well as accounting, customer success, and operations teams.

⛳️ Requirements

• Active Enrolled Agent (EA) certification, in good standing with the IRS (mandatory).

• 3–7+ years of experience in tax, accounting, or tax advisory roles.

• Strong comprehension of closely held businesses, S corporations, and individual taxation.

• Proficient in reviewing P&Ls, tax returns, balance sheets, and financial forecasts.

• Excellent verbal communication skills, capable of making intricate tax concepts understandable for business owners.

• Comfortable advising driven entrepreneurs, particularly those in their 20s to 40s.

• High sense of urgency and proactive communication style.

• Strong judgment regarding when to provide advice, when to explore further, and when to escalate issues.

• Able to operate within structured processes rather than relying on guesswork.

• Strong presence on Zoom and video conferencing platforms.

• Humble with the ability to work closely with technical experts, accountants, customer success staff, and operations teams.

🏝️ Benefits

• Flexible hours: begin part-time with the potential to transition to full-time.

• 100% remote work environment.

• 1099 contract arrangement.