Senior Tax Advisor

This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Senior Tax Advisor based in the United States

This seasonal, full-time opportunity is ideal for an experienced tax professional who enjoys delivering accurate, personalized tax services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and businesses. You will prepare and review a broad range of individual, corporate, business, and trust tax returns while helping clients navigate complex tax matters. The role combines technical tax expertise, direct client communication, and careful financial analysis to support compliant and timely filings. You will work closely with tax leadership and client success colleagues in a collaborative, remote environment. Strong attention to detail, discretion, and a commitment to exceptional client service are essential to success. The engagement runs from January 4 through April 16, 2027, offering an opportunity to contribute your expertise during the upcoming tax season.

• Prepare tax returns: Prepare federal individual, business, corporate, and trust tax returns for HNW and UHNW clients, including Forms 1040, 1040-NR, 1065, 1120, 1120-S, and 1041.

• Support client engagements: Communicate directly with clients to collect financial information, clarify tax-related questions, request supporting documentation, and facilitate accurate, timely filings.

• Analyze financial documentation: Review financial records and supporting materials to identify potential tax issues, resolve discrepancies, and ensure returns are complete and accurate.

• Apply technical tax expertise: Use tax preparation and tax-planning software to support return preparation, assess relevant tax considerations, and contribute to planning activities.

• Coordinate with internal stakeholders: Work closely with the Director of Tax and Client Success Coordinator to organize client engagements, track outstanding information, and meet filing deadlines.

• Maintain quality and confidentiality: Handle sensitive client financial information with professionalism, discretion, and care while adhering to high standards of accuracy and data protection.

• Participate in team development: Attend team meetings, collaborate with colleagues, and complete ongoing training as needed to maintain technical knowledge and consistent service quality.

Requirements

• Professional experience: At least five years of experience preparing tax returns for HNW and UHNW individuals and entities, including individual, business, corporate, and trust returns.

• Professional credentials: An active Certified Public Accountant (CPA) license or Enrolled Agent (EA) credential.

• Tax preparation expertise: Demonstrated experience with a broad range of federal tax returns, including Forms 1040, 1040-NR, 1065, 1120, 1120-S, and 1041.

• Technical proficiency: Strong knowledge of tax preparation and planning, financial documentation analysis, and applicable tax reporting requirements.

• Accuracy and organization: Exceptional attention to detail, sound judgment, strong organizational skills, and a commitment to producing accurate, high-quality work under seasonal deadlines.

• Client service and communication: Excellent interpersonal and written communication skills, with the ability to explain tax-related matters clearly and build effective client relationships.

• Remote collaboration: Ability to work independently while coordinating effectively with tax leadership and client success colleagues in a remote team environment.

• Schedule availability: Ability to commit to the complete seasonal engagement from January 4 through April 16, 2027, working Monday through Friday, from 9:00 a.m. to 5:00 p.m.

• Preferred language skills: Bilingual or multilingual communication abilities are an advantage.

• Preferred software experience: Familiarity with CCH Axcess Tax and Bloomberg Income Tax Planner is desirable.

Benefits

• Remote work: Work remotely from South Florida, with the position intended for candidates located between Miami and West Palm Beach.

• Seasonal full-time engagement: A defined tax-season assignment running from January 4 through April 16, 2027.

• Compensation: Salary or other compensation will be determined based on experience.

• Potential additional compensation: Bonus or commission arrangements, if applicable, will be discussed during the hiring process.

• Benefits package: Eligibility and details regarding health insurance, retirement plans, paid time off, and other benefits have not been specified and should be confirmed with the hiring team.

• Collaborative environment: Work closely with tax leadership and client success colleagues while supporting sophisticated client tax engagements.

• Professional contribution: Apply specialized tax expertise to complex financial situations and deliver reliable, client-focused tax services.

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

 Why Apply Through Jobgether? 

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