Tax Advisor

Ladders; United States; Remote; USD 115,000 - 135,000; Full time

Benefits offered by this job

Training & development

Medical, dental, and vision coverage

Health Savings Account (HSA) with pre‑

401(k) with match and profit sharing

Paid time off (PTO)

Paid holidays

Parental and caregiver leave

Job summary

Ladders seeks a Tax Advisor to join its team in a fully remote role serving high-net-worth clients. You will coordinate complex returns, provide proactive tax planning, and work with financial advisors to improve after-tax outcomes.

The position requires a CPA/EA/JD, 7+ years of tax experience, and a strong ability to manage client relationships in a remote environment.

Qualifications

• Bachelor's degree in accounting, taxation, finance, or a related field required; accounting degree preferred
• CPA, Enrolled Agent, or JD required
• Minimum of 7 years of progressive tax compliance, planning, and advisory experience
• Experience with high-net-worth individuals and families, including tax planning and projections
• Strong verbal and written communication skills, professional judgment, and analytical ability
• Comfortable working independently in a fully remote environment

Responsibilities

• Independently manage a portfolio of clients as the primary tax contact
• Collaborate with financial advisors to identify tax opportunities and enhance after-tax value
• Lead client meetings to discuss tax preparation and planning opportunities
• Manage client deadlines, deliverables, and follow-up items effectively
• Prepare and review complex federal, state, and local income tax returns
• Provide year-round tax planning and practical guidance on a range of tax matters
• Use approved technology and delegate tasks to junior staff while ensuring quality

Skills

Client management

Tax planning

Communication

Tax compliance

Research skills

Remote work

Delegation

Education

Bachelor's degree in accounting/finance/taxation

CPA/EA/JD required

Tools

CCH Axcess

Bloomberg Tax Planner

Tax research platforms

Job description

For our client, we are seeking a Tax Advisor to join the team of a leader in the Finance & Insurance space. This role will serve as a trusted tax resource for high-net-worth clients and their families, partnering closely with financial advisors to identify planning opportunities and strengthen after‑tax outcomes. The position combines complex return preparation, proactive advisory work, and ongoing client relationship management in a fully remote environment. You will play a key role in coordinating deliverables, guiding client conversations, and ensuring tax strategies are executed with accuracy and professionalism.

Location: Remote

Compensation: $115,000 – $135,000 annually

Responsibilities

• Independently manage a portfolio of clients as the primary tax contact
• Collaborate with financial advisors to identify tax opportunities and enhance after‑tax value
• Lead client meetings to discuss tax preparation and planning opportunities
• Manage client deadlines, deliverables, and follow‑up items effectively
• Prepare and review complex federal, state, and local income tax returns
• Provide year‑round tax planning and practical guidance on a range of tax matters
• Use approved technology and delegate tasks to junior staff while ensuring quality

Qualifications

• Bachelor's degree in accounting, taxation, finance, or a related field required; accounting degree preferred
• CPA, Enrolled Agent, or JD required
• Minimum of 7 years of progressive tax compliance, planning, and advisory experience
• Experience with high‑net‑worth individuals and families, including tax planning and projections
• Strong verbal and written communication skills, professional judgment, and analytical ability
• Proficiency in CCH Axcess, Bloomberg Tax Planner, and tax research platforms preferred
• Comfortable working independently in a fully remote environment

Benefits

• Training and professional development opportunities
• Medical, dental, and vision coverage for employees and their families
• Health Savings Account (HSA) with employer contributions
• 401k with match and profit sharing
• 18 days of paid time off (PTO), increasing to 25 after 4 years
• 12 paid holidays each year, including floating days
• Paid parental and caregiver leave after 6 months of tenure

Our client is an equal opportunity employer.