Remote Senior Tax Strategy Advisor for HNW Clients

Association of International Certified Professional Accountants; United States; Remote; USD 180,000 - 240,000; Full time

Job summary

The Association of International Certified Professional Accountants is seeking a Fully Remote Senior Tax Strategy Advisor to support high-net-worth clients across the Southeast. This role builds and reviews advanced tax strategies, coordinating with a collaborative team to deliver integrated wealth-management solutions.

You will oversee complex returns and advisories, mentoring staff and guiding best practices within a growth-oriented firm.

Qualifications

• Bachelor's degree in Accounting, Finance or Business Administration is required.
• Active CPA license or Enrolled Agent (EA) designation is required.
• Master's in Taxation is a plus.
• CFP certification or Personal Financial Specialist (PFSP) credential is required within 1 year of employment.

Responsibilities

• Develop and implement sophisticated tax strategies for high-net-worth clients and business owners.
• Review and sign complex individual, trust, partnership, foundation and corporate tax returns.
• Provide subject-matter tax expertise to clients, advisors, and firm leadership.
• Research and analyze complex tax transactions and topics, communicating findings clearly.
• Manage client relationships, tax projects, and workflow during tax season.

Skills

Advanced tax planning

Analytical ability

Communication skills

Attention to detail

Client-focused service

Collaborative

MS Office proficiency

Education

Bachelor's degree in Accounting/Finance/Business Administration

Active CPA or EA designation

Master's in Taxation (plus)

CFP or PFS credential within 1 year

Tools

BNA

Planner CS

Holistiplan

Thomson Reuters UltraTax

GoFileRoom

Practice CS

Job description

The Association of International Certified Professional Accountants is seeking a Fully Remote Senior Tax Strategy Advisor to support high-net-worth clients across the Southeast. This role builds and reviews advanced tax strategies, coordinating with a collaborative team to deliver integrated wealth-management solutions.

You will oversee complex returns and advisories, mentoring staff and guiding best practices within a growth-oriented firm.