Remote Senior Tax Advisor for HNW/UHNW Clients

Exemplar Companies Inc.; Oregon; Hybrid; USD 55.000 - 96.000; Vollzeit

Benefits dieser Stelle

Remote work

Zusammenfassung

Exemplar Companies is seeking a Senior Tax Advisor for the upcoming tax season. This remote, seasonal role supports high-net-worth and ultra-high-net-worth clients from January 4 to April 16, 2027, with a Monday–Friday schedule and 9:00 AM–5:00 PM hours.

The ideal candidate has 5+ years of complex tax experience and holds a CPA or EA credential. Responsibilities include preparing a full range of federal and state returns, client communications, and collaboration with the tax leadership team.

Qualifikationen

• Minimum 5 years of experience preparing HNW/UHNW individual, business, corporate, and trust tax returns.
• CPA or EA credential required; active status.
• Experience with Forms 1040, 1040-NR, 1065, 1120, 1120-S, 1041.
• Strong technical tax knowledge, attention to detail, and quality.
• Excellent communication and client-service skills in a remote team.

Aufgaben

• Prepare individual, business, corporate, and trust tax returns for HNW/UHNW clients.
• Prepare federal tax returns (1040, 1040-NR, 1065, 1120, 1120-S, 1041).
• Interact with clients to gather information and answer questions.
• Analyze financial documents to ensure accurate returns.
• Use tax software to support preparation and planning.
• Collaborate with Director of Tax and Client Success Coordinator to meet deadlines.
• Participate in team meetings and ongoing training.

Kenntnisse

5+ years tax experience

CPA or EA

HNW/UHNW tax returns

Strong communication

Remote work

Ausbildung

CPA license

EA credential

Tools

CCH Axcess Tax

Bloomberg Income Tax Planner

Jobbeschreibung

Exemplar Companies is seeking a Senior Tax Advisor for the upcoming tax season. This remote, seasonal role supports high-net-worth and ultra-high-net-worth clients from January 4 to April 16, 2027, with a Monday–Friday schedule and 9:00 AM–5:00 PM hours.

The ideal candidate has 5+ years of complex tax experience and holds a CPA or EA credential. Responsibilities include preparing a full range of federal and state returns, client communications, and collaboration with the tax leadership team.