Senior Tax Advisor

Exemplar Companies; Oregon; Hybride; USD 55 000 - 96 000; Plein temps

Avantages offerts par ce poste

Remote work

Résumé du poste

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.

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

5+ years tax experience

CPA or EA

HNW/UHNW tax returns

Strong communication

Remote work

Formation

CPA license

EA credential

Outils

CCH Axcess Tax

Bloomberg Income Tax Planner

Description du poste

Senior Tax AdvisorCompany: 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.