Senior Tax Advisor (HNW)

$120000$150000 Base Bonus 50-Hour Busy Seasons Advisory Focus

If youre an experienced tax professional who enjoys working directly with clients but is tired of spending every busy season buried in compliance work this opportunity is worth a conversation.

Were partnering confidentially with a growing finance firm that has built its tax practice differently. Located in the Midwest.

A dedicated preparation team handles much of the compliance work allowing senior professionals to focus on tax strategy planning and client relationships.

• Fully remote
• $120000$150000 base salary depending on experience
• Quarterly profit-sharing bonus
• Busy seasons designed around approximately 50 hours per week
• True advisory role rather than compliance management
• Established portfolio of approximately 5060 client relationships
• CPE licensing and advanced tax training covered

Youll serve as the primary tax advisor to business owners and high-net-worth clients helping them make smarter tax and financial decisions throughout the year.

Responsibilities include:

• Proactive tax planning and strategy
• Multi-year projections and scenario modeling
• Entity structure and owner compensation planning
• Retirement real estate and equipment-related tax strategies
• Multi-state tax considerations
• Business acquisitions and ownership transitions
• Leading client meetings and coordinating strategy implementation
• Mentoring developing tax professionals

• 510 years of public accounting tax experience
• CPA/EA required
• Strong experience with closely held businesses and/or HNW clients
• Comfortable owning client relationships and leading advisory conversations
• Professional-services experience is highly desirable

This is an excellent fit for someone who wants to stay in public accounting while moving away from the traditional 70-hour compliance-heavy busy season model.

Confidential inquiries encouraged.
If youre open to exploring growth-oriented public accounting opportunities apply below or connect directly for a confidential conversation.