Senior Tax Advisor – 100% Remote

TalentBridge; Des Moines (IA); Remote; USD 110,000 - 190,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Short term disability

401(k) and holiday pay

Job summary

TalentBridge is seeking an experienced Tax Advisor for a fully remote role in the Central Time Zone. You will own client relationships, provide proactive tax planning, and manage complex federal and state returns for high-net-worth individuals and families.

The ideal candidate holds a CPA, EA, or JD with 7+ years in progressive tax, and can collaborate with financial advisors to deliver comprehensive wealth-management solutions. Remote flexibility is offered with strong client autonomy.

Qualifications

• Active CPA, Enrolled Agent (EA), or JD credential required.
• 7+ years of progressive tax experience, including complex returns.
• Experience advising high-net-worth individuals, families, and/or business owners.
• Strong background in individual income taxation and tax projections.
• Experience managing client relationships and communicating with clients.
• Familiarity with trusts, estates, partnerships, S corporations, equity compensation, or multi-state taxation.

Responsibilities

• Own client relationships: independently manage a portfolio of high-net-worth individuals and families as their trusted tax advisor.
• Provide strategic tax planning: identify tax-saving opportunities and develop proactive strategies.
• Manage complex tax returns: prepare, review, and sign federal and state filings including trusts and estates.
• Partner with financial advisors: collaborate to integrate tax strategies into broader plans.
• Advise on complex tax matters: equity compensation, multi-state taxation, and retirement planning.
• Lead client conversations: explain strategies and deliver actionable recommendations.
• Leverage technology and team support: use software and junior staff to improve efficiency.
• Deliver year-round value: support estimates, notices, and changing financial circumstances.

Skills

Client relationship management

Tax advisory

Communication

Attention to detail

Education

Bachelor's degree in Accounting, Finance, Taxation, or a related field

Tools

CCH Axcess

Bloomberg Tax Planner (BNA)

Job description

Full-Time, Permanent | Central Time Zone | CPA, EA or JD Required

Ready to take your tax career beyond compliance and into meaningful, year-round advisory work?

We are partnering with a growing, nationally established wealth management and financial services organization seeking experienced Tax Advisors to join its expanding tax advisory team!

This is an exciting opportunity for an experienced tax professional who enjoys building long-term client relationships, providing strategic tax guidance, and helping high-net-worth individuals and families make smarter financial decisions.

Unlike traditional tax preparation roles focused primarily on filing deadlines, this position offers the opportunity to provide proactive, year-round tax planning and advisory services while collaborating with financial advisors to deliver comprehensive financial solutions.

If you're a CPA, Enrolled Agent, or JD who enjoys working directly with clients, solving complex tax challenges, and having ownership of your client relationships, we'd love to connect!

What You'll Be Doing

• Own Your Client Relationships: Independently manage a portfolio of high-net-worth individuals, families, and business owners, serving as their trusted tax advisor.

• Provide Strategic Tax Planning: Identify tax-saving opportunities, prepare projections, and develop proactive strategies that support clients' long-term financial goals.

• Manage Complex Tax Returns: Prepare, review, and sign federal and state tax returns, including complex individual returns and applicable business, trust, and estate returns.

• Partner With Financial Advisors: Collaborate with wealth management professionals to incorporate tax strategies into broader financial plans.

• Advise on Complex Tax Matters: Provide guidance involving equity compensation, multi-state taxation, retirement planning, charitable giving, trusts, estates, and closely held businesses.

• Lead Client Conversations: Meet directly with clients to explain tax strategies, answer questions, and deliver actionable recommendations.

• Leverage Technology and Team Support: Utilize advanced tax software, automation, and junior staff resources to streamline preparation and focus on higher-value advisory work.

• Deliver Year-Round Value: Support clients beyond tax season with ongoing planning, estimated payments, tax notices, and changing financial circumstances.

What We're Looking For

• Active CPA, Enrolled Agent (EA), or JD credential required.

• 7+ years of progressive tax experience, including complex individual tax preparation, review, and planning.

• Experience advising high-net-worth individuals, families, and/or business owners.

• Strong background in individual income taxation, tax projections, and proactive tax planning.

• Experience independently managing client relationships and communicating directly with clients.

• Familiarity with trusts, estates, partnerships, S corporations, equity compensation, or multi-state taxation is highly desirable.

• Experience with CCH Axcess, Bloomberg Tax Planner (BNA), or comparable professional tax software preferred.

• Bachelor's degree in Accounting, Finance, Taxation, or a related field.

• Strong communication skills, sound judgment, and the ability to manage multiple client priorities.

Why This Opportunity Stands Out

100% Remote Flexibility - Work from home while collaborating with an established team of tax and wealth management professionals.

Beyond Traditional Tax Preparation - Build meaningful, year-round advisory relationships instead of focusing exclusively on seasonal compliance.

High-Value Client Relationships - Work directly with high-net-worth individuals, families, and business owners on complex and interesting tax matters.

Collaborative Wealth Management Model - Partner with financial advisors to deliver more comprehensive tax and financial planning strategies.

Professional Autonomy - Take ownership of your client portfolio, manage relationships independently, and make a meaningful impact.

Modern Technology & Team Support - Leverage advanced tax platforms, automation, and junior staff to work more efficiently.

Long-Term Career Opportunity - Join an established organization investing in the growth and expansion of its tax advisory services.

Interested in Learning More?

If you're an experienced tax professional looking for a fully remote opportunity where you can build lasting client relationships, provide strategic tax advice, and continue growing your career, we'd love to hear from you!

Location Requirement: Candidates must reside in the Central Time Zone.

All qualified applicants will receive consideration for employment without regard to protected characteristics.

TalentBridge employees are eligible for many benefit offerings such as medical, dental, vision, life insurance, short term disability, 401(k) and holiday pay!