Senior Tax Advisor – Enrolled Agent

Trivium Group

. Lead recurring tax-strategy and advisory calls with clients .

Posted 10/26/2026contractRemote • United StatesSenior💰 $50 - $80 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax strategy and advisory for closely held businesses, with a strong ability to communicate complex tax concepts clearly. Proficient in analyzing financial documents and building long-term client relationships while collaborating effectively with cross-functional teams.

Highest-signal resume keywords

Active Enrolled Agent (EA) CredentialTax Advisory ExperienceUnderstanding of Closely Held BusinessesFinancial Document AnalysisExcellent Verbal Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningFinancial AnalysisP&L ReviewTax Return ReviewBalance Sheet AnalysisFinancial Projection AnalysisClient AdvisoryTax Strategy DevelopmentImplementation Workflow ManagementVideo Explanation Recording

Soft Skills

Proactive CommunicationStrong JudgmentCollaborationHigh UrgencyLow Ego

Tools & Technologies

ZoomLoom

Certifications & Qualifications

Enrolled Agent (EA)

Industry Keywords

S CorporationsIndividual TaxationTax AdvisoryEntrepreneurial AdvisoryClient Relationship Management

About the role

Key responsibilities & impact

Lead recurring tax-strategy and advisory calls with clients
Review client financials, projections, prior-year returns and previous recommendations before meetings
Identify tax-planning opportunities, risks and areas requiring deeper review
Explain complex tax concepts in clear, practical language
Translate meetings into a clear, actionable client plan
Route technical or complex issues to the Senior Tax Manager
Ensure recommendations enter the firm's implementation workflow
Proactively reach out when client financials or business changes create planning opportunities
Record short Loom or video explanations when useful
Build trusted, long-term relationships with a portfolio of entrepreneurs
Help improve the advisor playbook based on recurring client situations and conversations
Collaborate with the Senior Tax Manager, accounting, customer-success and operations teams

Requirements

What you’ll need

Active Enrolled Agent (EA) credential, in good standing with the IRS (required)
3–7+ years of tax, accounting or tax-advisory experience
Strong understanding of closely held businesses, S corporations and individual taxation
Comfortable reading P&Ls, tax returns, balance sheets and financial projections
Excellent verbal communication skills, with the ability to make complicated tax concepts easy for business owners to understand
Comfortable advising ambitious entrepreneurs, many in their 20s–40s
High urgency and proactive communication
Strong judgment around when to advise, when to investigate further and when to escalate
Comfortable working within structured processes instead of guessing
Strong presence on Zoom and video
Low ego and the ability to collaborate closely with technical specialists, accountants, customer-success staff and operations

Benefits

Comp & perks

Flexible hours: start part-time with room to grow to full-time
100% remote work
1099 contract arrangement