Senior Tax Advisor

Exemplar Companies, PBC; Florida; À distance; USD 65 000 - 95 000; Plein temps

Avantages offerts par ce poste

Remote work

Résumé du poste

Exemplar Companies, PBC is seeking an experienced Senior Tax Advisor for the upcoming tax season, handling individual, business, corporate, and trust returns for high-net-worth clients. This is a seasonal, full-time remote position running January 4, 2027 through April 16, 2027, with standard business hours.

Responsibilities include preparing Form 1040 series, 1065, 1120, 1120-S, 1041, collaborating with the Director of Tax and Client Success Coordinator, and delivering accurate, timely filings

Qualifications

• 5+ years of experience preparing HNW/UHNW individual, business, corporate, and trust returns.
• Active CPA license or Enrolled Agent (EA) credential.
• Experience preparing Form 1040, 1040-NR, 1065, 1120, 1120-S, 1041.
• Strong tax knowledge, accuracy, and ability to work remotely with a team.

Responsabilités

• Prepare a full range of tax returns for HNW/UHNW clients.
• Interact with clients to gather information and answer tax questions.
• Prepare federal returns using Forms 1040, 1040-NR, 1065, 1120, 1120-S, 1041.
• Use tax software to support return prep and planning.
• Collaborate with the Director of Tax and Client Success Coordinator to meet deadlines.

Connaissances

Tax preparation

Client communication

Attention to detail

Remote collaboration

Communication

Formation

CPA license (Active)

EA credential

Outils

CCH Axcess Tax

Bloomberg Income Tax Planner

Description du poste

Location: Remote – South Florida (between Miami and West Palm Beach)

Seasonal Dates: January 4, 2027 – April 16, 2027

Work Schedule: Monday–Friday, 9:00 AM–5:00 PM

About the Role

Exemplar Companies is seeking an experienced Senior Tax Advisor to support individual and business tax engagements for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients during the upcoming tax season. This is a seasonal, full-time remote position for a tax professional with strong technical tax knowledge, attention to detail, and a collaborative, client-focused approach.

Key Responsibilities

• Prepare individual, business, corporate, and trust tax returns for HNW and UHNW clients.
• Prepare federal tax returns, including Forms 1040, 1040-NR, 1065, 1120, 1120-S, and 1041.
• Work directly with clients to gather information, clarify tax-related questions, and support accurate, timely filing.
• Analyze financial information and supporting documentation to identify issues and ensure complete, accurate returns.
• Use tax preparation and tax-planning software to support return preparation and planning activities.
• Collaborate with the Director of Tax and Client Success Coordinator to coordinate client engagements and meet deadlines.
• Participate in team meetings and ongoing training as needed.

Required Qualifications

• At least 5 years of experience preparing HNW and UHNW individual, business, corporate, and trust tax returns.
• Active Certified Public Accountant (CPA) license or Enrolled Agent (EA) credential.
• Experience preparing a broad range of tax returns, including Forms 1040, 1040-NR, 1065, 1120, 1120-S, and 1041.
• Strong technical tax knowledge, attention to detail, organization, and commitment to quality.
• Strong communication and client-service skills, with the ability to work effectively in a remote team environment.
• Ability to work the full seasonal schedule from January 4 through April 16, 2027.

Preferred Qualifications

• Experience with CCH Axcess Tax and Bloomberg Income Tax Planner.

Compensation and Benefits

Compensation will be determined based on experience. Bonus or commission arrangements and benefits, if applicable, will be discussed during the hiring process.

The Senior Tax Advisor will work remotely and collaborate closely with the Director of Tax and the Client Success Coordinator. This role requires professionalism, discretion, and care when handling confidential client financial information.