Remote Senior Tax Advisor for HNW/UHNW Clients

Exemplar Companies Inc.

Florida

Remoto

USD 55.000 - 90.000

Tempo pieno

5 giorni fa

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Descrizione del lavoro

Exemplar Companies is seeking an experienced Senior Tax Advisor to support high-net-worth client engagements during the upcoming tax season. This is a remote, seasonal, full-time role with dates January 4, 2027 to April 16, 2027.

The ideal candidate has 5+ years of tax experience, CPA or EA, and strong technical knowledge. You will work with the Director of Tax and Client Success Coordinator to ensure accurate, timely filings and client service.

Competenze

5+ years of experience in preparing HNW/UHNW individual, business, corporate, and trust tax returns.
CPA license or EA credential.
Experience preparing a broad range of tax returns (1040, 1040-NR, 1065, 1120, 1120-S, 1041).
Strong technical tax knowledge, attention to detail, organization, and quality.
Strong communication and client-service skills, with remote teamwork ability.
Ability to work the full seasonal schedule from Jan 4 to Apr 16, 2027.

Mansioni

Prepare individual, business, corporate, and trust returns for HNW/UHNW clients.
Prepare federal returns including 1040, 1040-NR, 1065, 1120, 1120-S, 1041.
Gather information from clients and ensure timely filing.
Analyze financial data to ensure complete, accurate returns.
Use tax software for return prep and planning.
Coordinate engagements with the Director of Tax and Client Success Coordinator.
Participate in team meetings and ongoing training.