Tax Pro Advisor

Job Description: • Lead and oversee a team of tax professionals, assigning work and balancing workloads to meet client needs and deadlines • Provide technical guidance, coaching, and feedback to support team performance and professional development • Audit and review tax plans, projections, research, and supporting documentation for accuracy, completeness, applicable tax requirements, and alignment with client objectives • Identify unsupported assumptions, calculation errors, implementation gaps, and potential tax risks; ensure necessary corrections are completed before delivery • Monitor engagement progress, resolve routine issues, and escalate complex technical matters or significant client concerns to the Senior Tax Strategist • Support onboarding, training, and performance evaluations • Improve workflows, documentation standards, and quality review procedures • Serve as the primary advisor for an assigned client portfolio, overseeing communications, expectations, and planning engagements • Lead quarterly client meetings to review financial information, identify tax-saving opportunities, and explain recommendations clearly • Evaluate clients’ business objectives, major transactions, investments, and family wealth structures to develop appropriate tax planning recommendations • Guide the development and implementation of individual and business tax strategies, including entity structuring, transaction planning, disposition analysis, and year-end projections • Conduct and review federal and multistate tax research, documenting conclusions and supporting authority • Coordinate with the Senior Tax Strategist on complex strategies and obtain required review before presenting or implementing recommendations • Track implementation and follow through on agreed-upon action items with clients, internal teams, and external professionals • Ensure timely, thorough responses to client communications across the team • Maintain accurate client records, engagement status, tasks, and deadlines in the CRM • Oversee preparation of clear planning summaries and supporting documentation for client reference • Identify and address service concerns to maintain strong client relationships • Handle 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 required • At least five years of progressive tax experience, including substantial tax planning or advisory work with high-net-worth individuals and/or entrepreneurial businesses • Demonstrated experience leading teams of tax professionals, delegating assignments, coaching staff, and overseeing engagement quality and deadlines • Experience auditing and reviewing individual and business tax plans, validating calculations and technical positions, identifying risks, and ensuring corrective action • Demonstrated experience overseeing client relationships and multiple tax engagements • Strong knowledge of individual, pass-through entity, and corporate taxation, including federal and multistate planning considerations • Hands-on UltraTax experience required • Proficiency with tax research, planning, and workflow tools, including CS Planner, Google Workspace, Slack, and CRM systems • Ability to lead a team while remaining actively involved in client engagements • Strong attention to detail when auditing tax plans and reviewing supporting documentation • Sound technical judgment, including recognizing when additional review or escalation is needed • Ability to translate complex tax issues into practical recommendations for nontechnical audiences • Strong organization, delegation, and project oversight skills • Clear, confident written and verbal communication • Ability to provide constructive feedback and hold team members accountable for quality and deadlines • Initiative and follow-through in a remote work environment 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 • Teambuilding events