Tax Pro Advisor

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

📋 Description

• Lead and manage a team of tax professionals, distributing work and balancing workloads to fulfill client requirements and deadlines.

• Offer technical guidance, coaching, and feedback to enhance team performance and facilitate professional growth.

• Examine and assess tax plans, projections, research, and associated documentation for accuracy, completeness, adherence to tax regulations, and alignment with client goals.

• Identify unsupported assumptions, calculation inaccuracies, implementation gaps, and potential tax risks; ensure necessary corrections are made prior to delivery.

• Monitor the progress of engagements, address routine issues, and escalate complex technical matters or significant client concerns to the Senior Tax Strategist.

• Assist with onboarding, training, and performance evaluations.

• Enhance workflows, documentation standards, and quality review processes.

• Act as the primary advisor for a designated client portfolio, managing communications, expectations, and planning engagements.

• Conduct quarterly client meetings to review financial data, pinpoint tax-saving opportunities, and clearly articulate recommendations.

• Assess clients’ business objectives, significant transactions, investments, and family wealth structures to formulate suitable tax planning recommendations.

• Guide the creation and execution of individual and business tax strategies, including entity structuring, transaction planning, disposition analysis, and year-end forecasts.

• Perform and evaluate federal and multistate tax research, documenting findings and supporting authority.

• Collaborate with the Senior Tax Strategist on complex strategies and secure necessary review prior to presenting or implementing recommendations.

• Monitor implementation and follow up on agreed-upon action items with clients, internal teams, and external professionals.

• Ensure prompt and comprehensive responses to client inquiries across the team.

• Maintain accurate client records, engagement statuses, tasks, and deadlines within the CRM.

• Supervise the preparation of clear planning summaries and supporting documentation for client reference.

• Identify and resolve service concerns to uphold strong client relationships.

• Manage confidential client and company information with discretion and integrity.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.

• Active CPA license and/or Enrolled Agent credential is required.

• A minimum of five years of progressive tax experience, including significant tax planning or advisory work with high-net-worth individuals and/or entrepreneurial businesses.

• Proven experience leading teams of tax professionals, delegating tasks, coaching staff, and managing engagement quality and deadlines.

• Experience in auditing and reviewing individual and business tax plans, validating calculations and technical positions, identifying risks, and ensuring corrective measures.

• Demonstrated ability to manage client relationships and multiple tax engagements.

• Strong knowledge of individual, pass-through entity, and corporate taxation, including federal and multistate planning considerations.

• Hands-on experience with UltraTax is required.

• Proficient with tax research, planning, and workflow tools, including CS Planner, Google Workspace, Slack, and CRM systems.

• Ability to lead a team while remaining actively engaged in client activities.

• Strong attention to detail when auditing tax plans and reviewing supporting materials.

• Sound technical judgment, including the ability to recognize when further review or escalation is necessary.

• Capability to simplify complex tax issues into practical recommendations for non-technical audiences.

• Excellent organization, delegation, and project management skills.

• Clear and confident written and verbal communication skills.

• Ability to provide constructive feedback and hold team members accountable for quality and deadlines.

• Initiative and follow-through in a remote work setting.

🏝️ Benefits

• Remote work.

• Medical, dental, vision, life, and voluntary life insurance.

• 401(k) with company match.

• Paid vacation and sick days.

• Paid holidays.

• Continuing education opportunities.

• Team-building events.