Senior Tax Advisor / Tax Manager

A fast-growing, 100% remote CPA firm specializing in real estate is seeking an experienced Senior Tax Advisor to lead tax planning and advisory services for real estate investors and small business owners. This is a highly client-facing role for a seasoned tax professional who enjoys guiding clients through complex issues, providing technical leadership, and mentoring less-experienced staff - all within a modern, autonomous, virtual environment.

Senior Tax Advisor / 100% Remote / Fast-growing Top 400 CPA firm / Real estate niche / Unlimited PTO & 401(k) match!

This Jobot Job is hosted by: Natasha van der Griendt
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $110,000 - $160,000 per year

A bit about us:

A fast-growing, nationally recognized CPA firm - ranked among the country's Top 400 - built specifically to serve real estate investors and entrepreneurs. Founded on the idea that investors deserve advisors who truly understand real estate tax strategy, this is a 100% virtual, people-first firm with a team located across the country. Known for innovative tax services, a strong culture of work-life integration, and genuine investment in its people, this is a place where talented, self-driven tax professionals thrive.

Why join us?

• $110,000-$160,000 based on experience (flexible)
• 100% remote - work from anywhere in the U.S.
• Unlimited vacation and sick days
• 401(k) matching
• Health insurance
• Ongoing training and real professional development
• $500 annual tech reimbursement, laptop provided
• A people-first, autonomous culture with genuine work-life integration

Job Details

SENIOR TAX ADVISOR / TAX MANAGER

A fast-growing, 100% remote CPA firm specializing in real estate is seeking an experienced Senior Tax Advisor to lead tax planning and advisory services for real estate investors and small business owners. This is a highly client-facing role for a seasoned tax professional who enjoys guiding clients through complex issues, providing technical leadership, and mentoring less-experienced staff - all within a modern, autonomous, virtual environment. Advisors communicate directly with clients via email, Zoom, Loom, and phone, and are trusted to deliver on promises and build lasting relationships.

Responsibilities

• Serve as the primary client contact, managing relationships and communicating proactively
• Create, deliver, and periodically update tailored tax plans for clients
• Research complex tax issues, citing the IRC and supporting sources, and recommend resolutions
• Coordinate clients' tax preparation needs with the prep team and ensure strategies are implemented
• Serve as a subject matter expert in real estate taxation, concepts, and transactions
• Provide technical guidance and training to less-experienced staff
• Assist with firm projects such as process improvements, proposals, and training materials
• Maintain accurate project information and client notes within the firm's project management system
• Adhere to firm and AICPA professional ethics, including client confidentiality

Qualifications

• Bachelor's degree in Accounting (Master's preferred)
• CPA or EA certification required
• Minimum 5 years of relevant experience, ideally including 2 years as a Senior Tax Associate or similar
• Deep understanding of real estate taxation strongly preferred
• Strong client relationship, communication, and listening skills
• Excellent time management; a self-starter who thrives in a fast-paced, autonomous, remote environment
• Comfortable being fully client-facing over video (business casual, clean background)
• Proficiency with tax software and technology

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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