Tax Pro Advisor at Tax Alchemy · United States · Joined
TA
Tax Pro Advisor
Tax Alchemy · United States · Just now · 0 applicants
NewRemoteFull-timeSenior
Pay
Pay not listed
Workplace
Remote
Job type
Full-time
Level
Senior
Source: jobright · Posted by joined-scrapper
About the role
Senior Tax Pro Advisor role leading tax professionals and advising high-net-worth individuals and entrepreneurial businesses on complex tax planning and strategy.
What you’ll do
Lead tax professionals and oversee tax planning engagements
Review team deliverables for accuracy
Develop staff and delegate assignments
Manage client relationships and implementation of tax strategies
Oversee engagement quality and deadlines
Advise a portfolio of high-net-worth individuals and entrepreneurial businesses
What you’ll need
Bachelor's degree in Accounting, Finance, or related field
Active CPA license or Enrolled Agent credential
5+ years progressive tax experience with high-net-worth individuals/entrepreneurial businesses
Experience leading tax teams and overseeing engagement quality
Hands-on UltraTax experience
Strong knowledge of individual, pass-through, and corporate taxation
Original job description
Tax Alchemy is seeking a Senior Tax Pro Advisor to lead tax professionals and advise a portfolio of high-net-worth individuals and entrepreneurial businesses. The role oversees tax planning engagements, reviews team deliverables for accuracy, develops staff, and manages client relationships and implementation of tax strategies.Bachelor's degree in…