Senior Tax Advisor (HNW)

$120,000-$150,000 Base + Bonus 50-Hour Busy Seasons Advisory Focus

If you're an experienced tax professional who enjoys working directly with clients but is tired of spending every busy season buried in compliance work, this opportunity is worth a conversation.

We're partnering confidentially with a growing finance firm that has built its tax practice differently. Located in the Midwest.

A dedicated preparation team handles much of the compliance work, allowing senior professionals to focus on tax strategy, planning, and client relationships.

• Fully remote
• $120,000-$150,000 base salary, depending on experience
• Quarterly profit-sharing bonus
• Busy seasons designed around approximately 50 hours per week
• True advisory role rather than compliance management
• Established portfolio of approximately 50-60 client relationships
• CPE, licensing, and advanced tax training covered

You'll serve as the primary tax advisor to business owners and high-net-worth clients, helping them make smarter tax and financial decisions throughout the year.

Responsibilities include:

• Proactive tax planning and strategy
• Multi-year projections and scenario modeling
• Entity structure and owner compensation planning
• Retirement, real estate, and equipment-related tax strategies
• Multi-state tax considerations
• Business acquisitions and ownership transitions
• Leading client meetings and coordinating strategy implementation
• Mentoring developing tax professionals

• 5-10+ years of public accounting tax experience
• CPA/EA required
• Strong experience with closely held businesses and/or HNW clients
• Comfortable owning client relationships and leading advisory conversations
• Professional-services experience is highly desirable

This is an excellent fit for someone who wants to stay in public accounting while moving away from the traditional 70-hour, compliance-heavy busy season model.

Confidential inquiries encouraged.
If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.