Senior Tax Advisor

Accountabilities: Prepare tax returns: Prepare federal individual, business, corporate, and trust tax returns for HNW and UHNW clients, including Forms 1040, 1040-NR, 1065, 1120, 1120-S, and 1041. Support client engagements: Communicate directly with clients to collect financial information, clarify tax-related questions, request supporting documentation, and facilitate accurate, timely filings. Analyze financial documentation: Review financial records and supporting materials to identify potential tax issues, resolve discrepancies, and ensure returns are complete and accurate. Apply technical tax expertise: Use tax preparation and tax-planning software to support return preparation, assess relevant tax considerations, and contribute to planning activities. Coordinate with internal stakeholders: Work closely with the Director of Tax and Client Success Coordinator to organize client engagements, track outstanding information, and meet filing deadlines. Maintain quality and confidentiality: Handle sensitive client financial information with professionalism, discretion, and care while adhering to high standards of accuracy and data protection. Participate in team development: Attend team meetings, collaborate with colleagues, and complete ongoing training as needed to maintain technical knowledge and consistent service quality. Requirements Professional experience: At least five years of experience preparing tax returns for HNW and UHNW individuals and entities, including individual, business, corporate, and trust returns. Professional credentials: An active Certified Public Accountant (CPA) license or Enrolled Agent (EA) credential. Tax preparation expertise: Demonstrated experience with a broad range of federal tax returns, including Forms 1040, 1040-NR, 1065, 1120, 1120-S, and 1041. Technical proficiency: Strong knowledge of tax preparation and planning, financial documentation analysis, and applicable tax reporting requirements. Accuracy and organization: Exceptional attention to detail, sound judgment, strong organizational skills, and a commitment to producing accurate, high-quality work under seasonal deadlines. Client service and communication: Excellent interpersonal and written communication skills, with the ability to explain tax-related matters clearly and build effective client relationships. Remote collaboration: Ability to work independently while coordinating effectively with tax leadership and client success colleagues in a remote team environment. Schedule availability: Ability to commit to the complete seasonal engagement from January 4 through April 16, 2027, working Monday through Friday, from 9:00 a.m. to 5:00 p.m. Preferred language skills: Bilingual or multilingual communication abilities are an advantage. Preferred software experience: Familiarity with CCH Axcess Tax and Bloomberg Income Tax Planner is desirable. Benefits Remote work: Work remotely from South Florida, with the position intended for candidates located between Miami and West Palm Beach. Seasonal full-time engagement: A defined tax-season assignment running from January 4 through April 16, 2027. Compensation: Salary or other compensation will be determined based on experience. Potential additional compensation: Bonus or commission arrangements, if applicable, will be discussed during the hiring process. Benefits package: Eligibility and details regarding health insurance, retirement plans, paid time off, and other benefits have not been specified and should be confirmed with the hiring team. Collaborative environment: Work closely with tax leadership and client success colleagues while supporting sophisticated client tax engagements. Professional contribution: Apply specialized tax expertise to complex financial situations and deliver reliable, client-focused tax services.