Senior Tax Advisor

Senior Tax Advisor Job Description

We are a 100% virtual CPA firm with our team located all over the United States. As a real estate niche-focused firm we serve Real Estate Investors, Syndicates, and Fund Managers. Our team has a passion for real estate, often owning investment properties themselves.

We are on a mission to change the accounting industry by creating the premier people‑first firm where strong and talented team members will thrive. We are innovators of tax services and firm culture with work‑life integration. We accomplish this by using the best technology and automation on the market, providing unlimited vacation and sick days, creating an autonomous work environment, holding engaging and ongoing training, and offering health insurance and 401(k) matching.

As a Senior Advisor at our firm, you will primarily be involved in tax planning and advisory services for real estate investors and small business owners. Generally Senior Advisors will spend 50% of their time directly with clients via Zoom. Senior Advisors will also provide technical input on tax and accounting issues, research tax solutions, provide training to less experienced staff, and nurture client relationships.

• Serve as the primary client contact, ensuring their best interests are represented, with up to 50% of time spent meeting with clients via Zoom
• Create and deliver tailored tax plans to clients, and update those plans periodically
• Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and reaching out proactively
• Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution
• Coordinate client's tax preparation needs with the tax preparation team, and assist with client communication during tax season to ensure proposed strategies are implemented
• Remain updated on changes in tax laws and procedures

• Achieve an average of 9/10 on your Net Promoter Score surveys
• Delivering on your promises with clients and maintaining strong client relationships
• Participation in expansion of firm technical knowledge through research and collaboration with internal teams

• Clean background with no noise or distractions
• Business casual attire for client interactions
• Always use video (80% of communication is non‑verbal)
• We provide a laptop and annual $500 tech reimbursement for computer/tech accessories

• You're friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others
• You're disciplined and thrive in a fast‑paced environment that is in relentless pursuit of changing the accounting industry
• You have exceptional time management and an internal drive to succeed
• You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance
• You take ownership of your work and clients, and drive projects to the finish line
• You love working with and speaking to clients, delivering results and improving their lives

• CPA or EA Certification (CPA Preferred)
• Bachelor's or Master's in Accounting or Tax from an accredited college or university
• Minimum of 5-7 years of real estate and small business tax compliance and/or planning experience
• Experience working directly with clients, managing client relationships, and ensuring engagement objectives are met accurately and on-time
• Experience performing tax projections and estimates using professional tax planning software (e.g. BNA Tax Planner, CCH Prosystem fx Planning, etc.)
• Effective written and oral communication skills and strong interpersonal skills

Annual Salary + Bonus: $115,000 - $155,000

We provide unlimited vacation and sick days, health insurance, 401(k) matching, and an autonomous work environment.

Associate

Full‑time

Accounting/Auditing and Finance

Accounting