Senior Tax Pro Advisor - Remote Leadership & Planning

Tax Alchemy; United States; À distance; USD 80 000 - 110 000; Plein temps

Avantages offerts par ce poste

Remote work

Medical, dental, vision, life, and Vol

401(k) with company match

Paid vacation and sick days

Paid holidays

Continuing education

Teambuilding events

Résumé du poste

Tax Alchemy seeks a Senior Tax Pro Advisor to lead a remote team serving high-net-worth clients and entrepreneurial businesses. You will supervise engagements, provide expert tax planning, and ensure technical accuracy across planning, projections, and compliance.

Requires CPA/EA credentials and at least five years of progressive tax experience, with hands-on UltraTax use and strong client-management skills in a remote setting.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• Active CPA license and/or Enrolled Agent credential.
• At least five years of progressive tax experience in tax planning or advisory.
• Experience leading tax professionals and overseeing engagements.
• Experience auditing and reviewing tax plans and validating calculations.
• Strong knowledge of federal and multistate taxation for individuals and entities.
• Hands-on UltraTax experience and proficiency with related tools.
• Ability to manage client relationships and multiple engagements remotely.

Responsabilités

• Lead a team of tax professionals and allocate work to meet client deadlines.
• Provide technical guidance, coaching, and performance feedback.
• Audit and review tax plans, projections, and supporting documents for accuracy.
• Identify risks and ensure corrective actions before delivery.
• Coordinate with Senior Tax Strategist on complex strategies and reviews.
• Manage client communications and quarterly meetings with portfolios.
• Maintain records, planning summaries, and maintain CRM data.

Connaissances

Leadership

Client relationships

Tax planning

Audit & review

Tax advisory

Team leadership

Technical judgment

Communication

Remote work

Attention to detail

Formation

Bachelor’s degree in Accounting, Finance, or related field

CPA license and/or Enrolled Agent credential

Outils

UltraTax

CS Planner

Google Workspace

Slack

CRM systems

Description du poste

Tax Alchemy seeks a Senior Tax Pro Advisor to lead a remote team serving high-net-worth clients and entrepreneurial businesses. You will supervise engagements, provide expert tax planning, and ensure technical accuracy across planning, projections, and compliance.

Requires CPA/EA credentials and at least five years of progressive tax experience, with hands-on UltraTax use and strong client-management skills in a remote setting.