Senior Tax Advisor (HNW)

Solid Rock Recruiting

  • Houston, North Dakota
  • 24 days ago
  • Remote

    Highlights

    If you're an experienced tax professional who enjoys working directly with clients but is tired of spending every busy season buried in compliance work, this opportunity is worth a conversation. You'll serve as the primary tax advisor to business owners and high-net-worth clients, helping them make smarter tax and financial decisions throughout the year.

    Numbers & Facts

    LocationHouston, North Dakota (
    Remote
    )

    Description

    Senior Tax Advisor – Fully Remote

    $120,000–$150,000 Base + Bonus | 50-Hour Busy Seasons | Advisory Focus

    If you're an experienced tax professional who enjoys working directly with clients but is tired of spending every busy season buried in compliance work, this opportunity is worth a conversation.

    We're partnering confidentially with a growing finance firm that has built its tax practice differently. Located in the Midwest.

    A dedicated preparation team handles much of the compliance work, allowing senior professionals to focus on tax strategy, planning, and client relationships.

    Why Consider This Role?

    • Fully remote
    • $120,000–$150,000 base salary, depending on experience
    • Quarterly profit-sharing bonus
    • Busy seasons designed around approximately 50 hours per week
    • True advisory role rather than compliance management
    • Established portfolio of approximately 50–60 client relationships
    • CPE, licensing, and advanced tax training covered

    What You'll Do

    You'll serve as the primary tax advisor to business owners and high-net-worth clients, helping them make smarter tax and financial decisions throughout the year.

    Responsibilities include:

    • Proactive tax planning and strategy
    • Multi-year projections and scenario modeling
    • Entity structure and owner compensation planning
    • Retirement, real estate, and equipment-related tax strategies
    • Multi-state tax considerations
    • Business acquisitions and ownership transitions
    • Leading client meetings and coordinating strategy implementation
    • Mentoring developing tax professionals

    Who We're Looking For

    • 5–10+ years of public accounting tax experience
    • CPA/EA required
    • Strong experience with closely held businesses and/or HNW clients
    • Comfortable owning client relationships and leading advisory conversations
    • Professional-services experience is highly desirable

    This is an excellent fit for someone who wants to stay in public accounting while moving away from the traditional 70-hour, compliance-heavy busy season model.

    Interested?

    Confidential inquiries encouraged.
    If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.

    joey@solidrockrecruiting.com
    (605) 601-4597

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