CPA Licensed Senior Tax Advisor

Key responsibilities: Manage a portfolio of complex tax clients, overseeing return preparation, entity structure discussions, and proactive client communication Advise clients on tax-minimization strategies and entity classification while translating technical information into understandable guidance Review and troubleshoot complex tax returns, serving as a mentor for less experienced preparers within the team

Required qualifications: Active CPA or EA license in good standing 5+ years of experience in preparing and 3+ years in reviewing individual and business tax returns Proven experience advising clients on entity structure and tax planning Experience mentoring junior preparers and being the final technical checkpoint for returns Strong track record of proactive client communication and improving team processes