Senior Tax Advisor

Exemplar Companies; North Palm Beach (FL); Remote; USD 55,000 - 96,000; Full time

Benefits offered by this job

Remote work

Seasonal employment (Jan 4 – Apr 16, 0

Job summary

Exemplar Companies is seeking an experienced Senior Tax Advisor to support tax engagements for high-net-worth clients during the upcoming tax season. This is a seasonal, full-time remote position with a strong emphasis on accuracy, client service, and collaboration.

Responsibilities include preparing returns for HNW/UHNW individuals, businesses, and trusts, using Forms 1040, 1040-NR, 1065, 1120, 1120-S, and 1041, and coordinating with the Director of Tax to meet deadlines.

Qualifications

• 5+ years of experience preparing HNW and UHNW individual, business, corporate, and trust tax returns.
• Active CPA license or Enrolled Agent credential.
• Experience preparing Forms 1040, 1040-NR, 1065, 1120, 1120-S, 1041.
• Strong technical tax knowledge, attention to detail, organization, and quality.
• Ability to work in a remote team environment.
• Ability to work full seasonal schedule from Jan 4 to Apr 16, 2027.

Responsibilities

• Prepare returns for HNW/UHNW clients (individual, business, corporate, trust).
• Prepare federal returns (Forms 1040, 1040-NR, 1065, 1120, 1120-S, 1041).
• Interact with clients to gather information and ensure timely filing.
• Analyze documentation to ensure accurate returns and identify issues.
• Use tax software for return preparation and planning.
• Coordinate engagements with the Director of Tax and Client Success Coordinator.
• Participate in team meetings and ongoing training.

Skills

Tax knowledge

Remote collaboration

Attention to detail

Client service

Education

CPA or EA credential

Tools

CCH Axcess Tax

Bloomberg Income Tax Planner

Job description

Senior Tax Advisor

• Company: Exemplar Companies
• Employment Type: Seasonal, Full-Time
• 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

• Bilingual or multilingual communication skills.
• 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.

Work Environment

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.