Senior Tax Advisor - Remote Year-Round Advisory for HNWI

Employee Relations Associates, Inc.; Des Moines (IA); Remote; USD 120,000 - 180,000; 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 partners with a national wealth management and financial services firm to hire a Tax Advisor who will provide year-round advisory services to high-net-worth individuals and families. This fully remote role (Central Time Zone preferred) focuses on proactive tax planning and client relationships.

You will own client relationships, lead strategic tax planning, manage complex returns, and collaborate with financial advisors to deliver integrated tax and financial solutions.

Qualifications

• Active CPA, Enrolled Agent (EA), or JD credential required.
• 7+ years of progressive tax experience, including complex individual tax prep, 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.

Responsibilities

• 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.

Skills

Tax planning

Client relationships

Communication

Education

Bachelor's in Accounting/Finance/Taxation

Tools

CCH Axcess

Bloomberg Tax Planner

Job description

TalentBridge partners with a national wealth management and financial services firm to hire a Tax Advisor who will provide year-round advisory services to high-net-worth individuals and families. This fully remote role (Central Time Zone preferred) focuses on proactive tax planning and client relationships.

You will own client relationships, lead strategic tax planning, manage complex returns, and collaborate with financial advisors to deliver integrated tax and financial solutions.