Remote Senior Tax Planner & Trusted Advisor

Private Tax Solutions; United States; Remote; USD 125,000 - 150,000; Full time

Job summary

Private Tax Solutions is a fully remote advisory firm redefining tax services for business owners and high-net-worth clients. The Client Advisor will focus on strategic tax planning, leading engagements, and delivering proactive strategies year-round.

You will review complex returns, present results, and guide a team of tax professionals, while building long-term relationships and helping clients grow wealth through smart planning and ongoing advisory support.

Qualifications

• Bachelor’s or Master’s degree in Accounting is required or preferred.
• CPA license is preferred.
• 4-5 years of public accounting experience (3+ tax accounting).
• Experience with TaxDome, CCH Axcess, and QBO is expected.

Responsibilities

• Build trusted relationships with client portfolio and lead quarterly planning meetings.
• Lead tax planning engagements and develop long-term tax strategies.
• Review complex returns and guide tax seniors and analysts.
• Collaborate with Accounting Manager, Operations Manager, and Client Success Manager.

Education

Bachelor’s or Master’s degree in Accounting

CPA license preferred

Tools

CCH Axcess

TaxDome

QBO

Job description

Private Tax Solutions is a fully remote advisory firm redefining tax services for business owners and high-net-worth clients. The Client Advisor will focus on strategic tax planning, leading engagements, and delivering proactive strategies year-round.

You will review complex returns, present results, and guide a team of tax professionals, while building long-term relationships and helping clients grow wealth through smart planning and ongoing advisory support.