Tax Advisor (Hybrid role)

As a Tax Advisor, you will independently manage a portfolio of clients, serving as their primary tax contact and delivering high-quality tax preparation, planning, and advisory services. You will partner closely with clients and internal financial advisor teams to provide proactive tax guidance within their broader financial relationships. This client-facing role emphasizes ownership of client outcomes and service quality, with no sales or business development requirements.

• Manage client portfolio and serve as primary tax contact
• Provide tax preparation, planning, and advisory services
• Partner with financial advisors on tax strategies
• Lead client meetings and manage deadlines
• CPA, Enrolled Agent, or JD required
• Minimum 7 years of tax experience