Senior Tax Advisor

Accountabilities

• 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.