Senior Tax 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 not a traditional CPA firm. We are building a modern advisory firm where tax preparation is only one part of helping business owners make better financial decisions. Our mission is to help entrepreneurs and investors keep more of what they earn while building long-term wealth through proactive tax planning, strategic advisory services, and year-round relationships. If your favorite part of public accounting is sitting across the table from a client, solving problems, developing tax strategies, and becoming their trusted advisor, you'll fit right in.

The Position

The Client Advisor serves as the primary strategic advisor for a portfolio of business owners and high-net-worth clients. Rather than focusing primarily on tax return preparation, the Client Advisor leads tax planning engagements, develops long-term tax strategies, conducts quarterly advisory meetings, reviews complex tax returns prepared by our internal team, and helps clients make better financial decisions throughout the year. Your main focus will be fulfilling the personal and/or business tax services included in your client’s service scope. You will be a key member of Private Tax Solutions’ tax team and play a significant role in developing our tax servicing department. This position is entirely remote, allowing you to work from the comfort of your home.

What You'll Own

• Client Relationships
  • Become the trusted advisor for an assigned client portfolio
  • Build long-term relationships with business owners
  • Lead quarterly planning meetings
  • Present tax returns and explain results
  • Deliver strategic recommendations
• Tax Planning Lead
  • Entity structure optimization
  • Compensation planning
  • Retirement strategies
  • Real estate tax planning
  • Family Management Companies
  • Exit planning
  • Estate planning coordination
• Technical Leadership
  • Review complex returns prepared by the Tax Team.
  • Provide technical guidance to:
    • Tax Seniors
    • Senior Tax Analysts
    • Tax Analysts
  • Collaborate closely with:
    • Accounting Manager
    • Operations Manager
    • Client Success Manager

What Makes Private Tax Solutions Different

At Private Tax Solutions, we are on a mission to change the accounting industry by creating the premier people-first firm where strong and talented team members will thrive. We are innovators of tax services and firm culture with work-life integration.

At Private Tax Solutions, we fully embrace the autonomy and personal ownership that comes with a remote and people-first culture. This means you will have an active choice in creating a schedule that works the best for you and your family inside and out of tax season.

Our Requirements

• An innate desire to serve people, especially business owners
• An obsession with meeting deadlines and keeping commitments
• A problem-solver who works independently with minimal oversight
• CPA license, preferred
• 4-5 years of public accounting experience (3+ tax accounting experience)
• Bachelor’s or Master's degree in Accounting, or related field
• CCH Axcess, TaxDome, QBO

Compensation Range

Compensation Range: $125k-$150K + 15% Bonus