FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
About the role
Key responsibilities & impact- Serve as the primary advisor for a portfolio of entrepreneurial and high-income clients
- Lead quarterly advisory meetings to review financials, projections, and tax strategies
- Ensure the final result by leading tax preparation for your portfolio of clients
- Proactively identify planning opportunities based on changes in client circumstances and tax law
- Support the development of junior staff by exposing them to advisory work and client interactions
- Develop, maintain, and update customized tax plans for clients
- Lead a dedicated client service team of 2-4 tax professionals
Requirements
What you’ll need- CPA or Enrolled Agents licensure REQUIRED
- Bachelor's degree in Accounting or a related field
- 7+ years of advisory experience and tax preparation in public accounting
- Recent public accounting experience required
- Strong foundation in individual and small business taxation
- Experience in tax planning and advisory work
- Comfortable leading client conversations and presenting strategic recommendations
- Skilled in developing long-term client relationships
Benefits
Comp & perks- Flexible remote or hybrid work; no commute
- Competitive compensation
- Generous benefits package including health insurance
- PTO
- 401k
- Performance bonuses
- Modern, cloud-based systems
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax preparationtax planningfinancial projectionstax strategiesadvisory experienceindividual taxationsmall business taxation
Soft Skills
client relationship developmentleadershipcommunicationpresentation skills
Certifications
CPAEnrolled Agent