Accounting · Permanent
Senior Tax Advisor - 100% Remote
TalentsBridge · New York, United States
- Location: New York, United States
- Employment: Permanent
Job description
Overview
In this fully remote Senior Tax Advisor role, you will manage a portfolio of high-net-worth clients, delivering proactive tax planning and year-round advisory services. You will partner with wealth management professionals to weave tax strategy into holistic financial plans. You will handle complex returns and respond directly to client questions, driving meaningful financial decisions. You will leverage technology and a small team to elevate high-value advisory work and own your client relationships. This is a growth-focused opportunity within an established wealth management organization.
Compensation / Benefits
• remote work
• medical
• dental
• vision
• life insurance
• short-term disability (STD) implementation in benefits package? (explicit)
Responsibilities
• Manage a portfolio of high-net-worth individuals, families, and business owners as their trusted tax advisor
• Identify tax-saving opportunities, prepare projections, and develop proactive strategies aligned with long-term goals
• Prepare, review, and sign federal and state returns, including complex individual and business, trust, and estate returns
• Collaborate with wealth management professionals to integrate tax strategies into broader financial plans
• Provide guidance on equity compensation, multi-state taxation, retirement planning, charitable giving, trusts, estates, and closely held businesses
• Lead client conversations to explain tax strategies and deliver actionable recommendations
• Utilize advanced tax software, automation, and junior staff to streamline preparation and focus on advisory work
• Provide ongoing planning, estimated payments, tax notices, and adapt to changing financial circumstances
Key requirements
• Active CPA, Enrolled Agent (EA), or JD credential required
• 7+ years of progressive tax experience including complex individual tax preparation, review, and planning
• Experience advising high-net-worth individuals, families, and/or business owners
• Strong background in individual income taxation, tax projections, and proactive tax planning
• Experience independently managing client relationships and communicating directly with clients
• Familiarity with trusts, estates, partnerships, S corporations, equity compensation, or multi-state taxation is highly desirable
• Experience with CCH Axcess, Bloomberg Tax Planner (BNA), or comparable professional tax software preferred
• Bachelor's degree in Accounting, Finance, Taxation, or a related field
• Strong communication skills, sound judgment, and ability to manage multiple client priorities
• strong communication skills
• sound judgment
• ability to manage multiple client priorities
• client-focused mindset
• CCH Axcess
• Bloomberg Tax Planner (BNA)
In this fully remote Senior Tax Advisor role, you will manage a portfolio of high-net-worth clients, delivering proactive tax planning and year-round advisory services. You will partner with wealth management professionals to weave tax strategy into holistic financial plans. You will handle complex returns and respond directly to client questions, driving meaningful financial decisions. You will leverage technology and a small team to elevate high-value advisory work and own your client relationships. This is a growth-focused opportunity within an established wealth management organization.
Compensation / Benefits
• remote work
• medical
• dental
• vision
• life insurance
• short-term disability (STD) implementation in benefits package? (explicit)
Responsibilities
• Manage a portfolio of high-net-worth individuals, families, and business owners as their trusted tax advisor
• Identify tax-saving opportunities, prepare projections, and develop proactive strategies aligned with long-term goals
• Prepare, review, and sign federal and state returns, including complex individual and business, trust, and estate returns
• Collaborate with wealth management professionals to integrate tax strategies into broader financial plans
• Provide guidance on equity compensation, multi-state taxation, retirement planning, charitable giving, trusts, estates, and closely held businesses
• Lead client conversations to explain tax strategies and deliver actionable recommendations
• Utilize advanced tax software, automation, and junior staff to streamline preparation and focus on advisory work
• Provide ongoing planning, estimated payments, tax notices, and adapt to changing financial circumstances
Key requirements
• Active CPA, Enrolled Agent (EA), or JD credential required
• 7+ years of progressive tax experience including complex individual tax preparation, review, and planning
• Experience advising high-net-worth individuals, families, and/or business owners
• Strong background in individual income taxation, tax projections, and proactive tax planning
• Experience independently managing client relationships and communicating directly with clients
• Familiarity with trusts, estates, partnerships, S corporations, equity compensation, or multi-state taxation is highly desirable
• Experience with CCH Axcess, Bloomberg Tax Planner (BNA), or comparable professional tax software preferred
• Bachelor's degree in Accounting, Finance, Taxation, or a related field
• Strong communication skills, sound judgment, and ability to manage multiple client priorities
• strong communication skills
• sound judgment
• ability to manage multiple client priorities
• client-focused mindset
• CCH Axcess
• Bloomberg Tax Planner (BNA)