Tax Pro Advisor

Tax Alchemy; Irvine (CA); Remote; USD 80,000 - 110,000; Full time

Benefits offered by this job

Remote work

Medical, dental, vision, life, and Vol

401(k) with company match

Paid vacation and sick days

Paid holidays

Continuing education

Teambuilding events

Job summary

Tax Alchemy seeks a proactive Senior Tax Pro Advisor to lead a team of tax professionals serving high-net-worth clients and entrepreneurial businesses. You will oversee planning, client engagements, and tax strategy development, ensuring technical accuracy and timely delivery.

You will guide tax planning, supervise reviews, and maintain client relationships across diverse engagements while leveraging tools like UltraTax, CS Planner, and CRM systems in a remote setting.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA license and/or Enrolled Agent credential required.
• At least five years of progressive tax experience, including planning or advisory work for high-net-worth individuals or entrepreneurial businesses.
• Experience leading teams of tax professionals and overseeing engagement quality.

Responsibilities

• Lead a team of tax professionals and manage workloads to meet client deadlines.
• Provide technical guidance and coaching for team performance.
• Audit and review tax plans, research, and supporting docs for accuracy and tax compliance.
• Identify risks and ensure corrective actions are implemented before delivery.
• Maintain client relationships and oversee multiple tax engagements.
• Coordinate with Senior Tax Strategist on complex strategies and reviews.

Skills

Team leadership

Client liaison

Tax planning

Audit expertise

Multistate tax

UltraTax proficiency

Remote leadership

Education

Bachelor’s degree in Accounting/Finance

CPA license or Enrolled Agent credential

Tools

UltraTax

CS Planner

Google Workspace

Slack

CRM systems

Job description

Tax Pro Advisor

Application Deadline: 28 November 2026

Department: Tax Advisory

Employment Type: Full Time

Location: Remote

Compensation: $80,000 - $110,000 / year

Description

We are seeking a proactive, client-facing Senior Tax Pro Advisor to lead a team of tax professionals while serving a portfolio of high-net-worth individuals and entrepreneurial businesses.

This mid-level leadership role combines hands-on tax planning, client relationship oversight, team development, and auditing tax plans for accuracy and completeness. Working under the direction of the Senior Tax Strategist, this individual will guide client engagements, review team deliverables, and ensure recommendations are technically supported, actionable, and delivered on time.

Key Responsibilities

• Lead and oversee a team of tax professionals, assigning work and balancing workloads to meet client needs and deadlines.
• Provide technical guidance, coaching, and feedback to support team performance and professional development.
• Audit and review tax plans, projections, research, and supporting documentation for accuracy, completeness, applicable tax requirements, and alignment with client objectives.
• Identify unsupported assumptions, calculation errors, implementation gaps, and potential tax risks; ensure necessary corrections are completed before delivery.
• Monitor engagement progress, resolve routine issues, and elevate complex technical matters or significant client concerns to the Senior Tax Strategist.
• Support onboarding, training, and performance evaluations.
• Improve workflows, documentation standards, and quality review procedures.

• Serve as the primary advisor for an assigned client portfolio, overseeing communications, expectations, and planning engagements.
• Lead quarterly client meetings to review financial information, identify tax-saving opportunities, and explain recommendations clearly.
• Evaluate clients’ business objectives, major transactions, investments, and family wealth structures to develop appropriate tax planning recommendations.
• Guide the development and implementation of individual and business tax strategies, including entity structuring, transaction planning, disposition analysis, and year-end projections.
• Conduct and review federal and multistate tax research, documenting conclusions and supporting authority.
• Coordinate with the Senior Tax Strategist on complex strategies and obtain required review before presenting or implementing recommendations.
• Track implementation and follow through on agreed-upon action items with clients, internal teams, and external professionals.

• Ensure timely, thorough responses to client communications across the team.
• Maintain accurate client records, engagement status, tasks, and deadlines in the CRM.
• Oversee preparation of clear planning summaries and supporting documentation for client reference.
• Identify and address service concerns to maintain strong client relationships.
• Handle confidential client and company information with discretion and integrity.

Skills, Knowledge and Expertise

• Bachelor’s degree in Accounting, Finance, or a related field.
• Active CPA license and/or Enrolled Agent credential required.
• At least five years of progressive tax experience, including substantial tax planning or advisory work with high-net-worth individuals and/or entrepreneurial businesses.
• Demonstrated experience leading teams of tax professionals, delegating assignments, coaching staff, and overseeing engagement quality and deadlines.
• Experience auditing and reviewing individual and business tax plans, validating calculations and technical positions, identifying risks, and ensuring corrective action.
• Demonstrated experience overseeing client relationships and multiple tax engagements.
• Strong knowledge of individual, pass-through entity, and corporate taxation, including federal and multistate planning considerations.
• Hands-on UltraTax experience required.
• Proficiency with tax research, planning, and workflow tools, including platforms such as CS Planner, Google Workspace, Slack, and CRM systems.

• Ability to lead a team while remaining actively involved in client engagements.
• Strong attention to detail when auditing tax plans and reviewing supporting documentation.
• Sound technical judgment, including recognizing when additional review or escalation is needed.
• Ability to translate complex tax issues into practical recommendations for nontechnical audiences.
• Strong organization, delegation, and project oversight skills.
• Clear, confident written and verbal communication.
• Ability to provide constructive feedback and hold team members accountable for quality and deadlines.
• Initiative and follow-through in a remote work environment.

Benefits

• Remote work
• Medical, dental, vision, life, and voluntary life insurance
• 401(k) with company match
• Paid vacation and sick days
• Paid holidays
• Continuing education
• Teambuilding events