Tax Pro Advisor

Tax Alchemy

. Lead and oversee a team of tax professionals, assigning work and balancing workloads to meet client needs and deadlines .

Posted 11/3/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $80,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax planning and advisory services for high-net-worth individuals and entrepreneurial businesses, with a strong focus on team leadership, client relationship management, and compliance with federal and multistate tax regulations. Proficient in utilizing tax research and workflow tools to enhance operational efficiency and deliver accurate, timely recommendations.

Highest-signal resume keywords

Active CPA LicenseTax Planning ExperienceTeam LeadershipUltraTax ProficiencyClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningTax ResearchAuditingTax ComplianceEntity StructuringTransaction PlanningDisposition AnalysisYear-End ProjectionsFederal TaxationMultistate Taxation

Soft Skills

CoachingDelegationAttention to DetailClear CommunicationInitiative

Tools & Technologies

UltraTaxCS PlannerGoogle WorkspaceSlackCRM Systems

Certifications & Qualifications

CPA LicenseEnrolled Agent Credential

Industry Keywords

High-Net-Worth IndividualsEntrepreneurial BusinessesTax StrategiesClient EngagementsTax Risks

About the role

Key responsibilities & impact

Lead and oversee a team of tax professionals, assigning work and balancing workloads to meet client needs and deadlines
Provide technical guidance, coaching, and feedback to support team performance and professional development
Audit and review tax plans, projections, research, and supporting documentation for accuracy, completeness, applicable tax requirements, and alignment with client objectives
Identify unsupported assumptions, calculation errors, implementation gaps, and potential tax risks; ensure necessary corrections are completed before delivery
Monitor engagement progress, resolve routine issues, and escalate complex technical matters or significant client concerns to the Senior Tax Strategist
Support onboarding, training, and performance evaluations
Improve workflows, documentation standards, and quality review procedures
Serve as the primary advisor for an assigned client portfolio, overseeing communications, expectations, and planning engagements
Lead quarterly client meetings to review financial information, identify tax-saving opportunities, and explain recommendations clearly
Evaluate clients’ business objectives, major transactions, investments, and family wealth structures to develop appropriate tax planning recommendations
Guide the development and implementation of individual and business tax strategies, including entity structuring, transaction planning, disposition analysis, and year-end projections
Conduct and review federal and multistate tax research, documenting conclusions and supporting authority
Coordinate with the Senior Tax Strategist on complex strategies and obtain required review before presenting or implementing recommendations
Track implementation and follow through on agreed-upon action items with clients, internal teams, and external professionals
Ensure timely, thorough responses to client communications across the team
Maintain accurate client records, engagement status, tasks, and deadlines in the CRM
Oversee preparation of clear planning summaries and supporting documentation for client reference
Identify and address service concerns to maintain strong client relationships
Handle confidential client and company information with discretion and integrity

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or a related field
Active CPA license and/or Enrolled Agent credential required
At least five years of progressive tax experience, including substantial tax planning or advisory work with high-net-worth individuals and/or entrepreneurial businesses
Demonstrated experience leading teams of tax professionals, delegating assignments, coaching staff, and overseeing engagement quality and deadlines
Experience auditing and reviewing individual and business tax plans, validating calculations and technical positions, identifying risks, and ensuring corrective action
Demonstrated experience overseeing client relationships and multiple tax engagements
Strong knowledge of individual, pass-through entity, and corporate taxation, including federal and multistate planning considerations
Hands-on UltraTax experience required
Proficiency with tax research, planning, and workflow tools, including CS Planner, Google Workspace, Slack, and CRM systems
Ability to lead a team while remaining actively involved in client engagements
Strong attention to detail when auditing tax plans and reviewing supporting documentation
Sound technical judgment, including recognizing when additional review or escalation is needed
Ability to translate complex tax issues into practical recommendations for nontechnical audiences
Strong organization, delegation, and project oversight skills
Clear, confident written and verbal communication
Ability to provide constructive feedback and hold team members accountable for quality and deadlines
Initiative and follow-through in a remote work environment

Benefits

Comp & perks

Remote work
Medical, dental, vision, life, and voluntary life insurance
401(k) with company match
Paid vacation and sick days
Paid holidays
Continuing education
Teambuilding events