Source Job

United States

  • Review and offer guidance on individual tax returns for clients with complex equity compensation, including ISOs, NSOs, RSUs, and AMT considerations.
  • Advise on tax implications of equity events like exercises, vesting, and sales, and flag planning opportunities before deadlines pass.
  • Partner with the CFP® team to coordinate tax positions and financial plans, and own the tax prep workflow end to end.

CPA Tax Equity Compensation Financial Planning

13 jobs similar to Senior Tax Advisor (CPA or EA)

Jobs ranked by similarity.

$150,000–$185,000/yr
US

  • Lead complex engagements and serve as a trusted advisor to small businesses and entrepreneurs.
  • Oversee tax compliance, planning, and consulting across multiple entity types and jurisdictions.
  • Work in a technology-enabled environment where AI handles routine work, allowing focus on complex problem-solving.

The company provides tax compliance, planning, and advisory services to small businesses and entrepreneurs. It operates in a technology-enabled environment with AI handling routine work, fostering a flexible and growth-oriented culture.

US

  • Oversee the preparation and review of tax returns, ensuring accuracy and strategic alignment.
  • Implement business tax planning solutions and provide proactive, research-backed advice.
  • Mentor less experienced staff and translate complex tax concepts into clear client guidance.

A public accounting firm focused on high-impact tax strategies for business owners. The firm is growing, fully virtual, and emphasizes advisory work and team mentorship.

US

  • Apply tax expertise to HNWI individuals, Trusts & Estates for client recommendations.
  • Technically review tax returns and collaborate with partners, clients, and senior accountants.
  • Research and resolve complex tax issues to foster client relationships.

This role is with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area. They offer real career growth and competitive compensation with an excellent array of benefits and long-term career progression.

$100,000–$150,000/yr
US

  • Review complex federal and state tax returns for accuracy and tax-saving opportunities.
  • Serve as primary client contact offering year-round tax planning and strategic consulting.
  • Train, mentor, and delegate work to senior and staff accountants.

This CPA firm provides tax compliance, planning, and advisory services to a variety of clients. It is a growing firm with a collaborative culture and opportunities for career growth.

US

  • Execute advanced tax strategies including cost segregation, 1031 exchanges, and depreciation optimization.
  • Review and prepare complex individual, partnership, and S corporation returns.
  • Support client advisory meetings and mentor junior staff to scale the firm's tax framework.

Our client is a fully remote, growth-minded accounting firm serving high-performing entrepreneurs nationwide. Their culture emphasizes strategy, long-term relationships, and proactive tax advisory.

US Unlimited PTO 16w maternity 16w paternity

  • Manage a portfolio of customers, review and file federal and state tax returns including Form 1040 and 1120-S.
  • Serve as a tax subject matter expert, researching laws and ensuring compliance with federal and state requirements.
  • Mentor junior tax staff and collaborate with leadership to align on tax-related matters.

Collective aims to empower self-employed individuals by providing an integrated platform for business incorporation, accounting, bookkeeping, and tax services. The company is a growing startup backed by top investors and featured in major media outlets, with a mission-driven culture focused on supporting freelancers.

$75,000–$100,000/yr
Global

  • Prepare individual and business tax returns, including 1040, 1065, 1120, and 1120S filings.
  • Assist with off-season projects such as tax projections, notice resolution, and tax research.
  • Communicate directly with clients through portal messaging, phone calls, and video meetings.

RES Consulting is a recruiting and staffing firm that connects tax preparers with CPA and tax services firms for year-round remote work. The firm offers a growing, technology-friendly environment with flexible hours and opportunities for career advancement.

Global

  • Seek personal finance experts to help design and train the next generation of autonomous agents.
  • Apply your expertise in tax, investments, financial planning, estate, debt, or equity compensation.
  • Work on a flexible schedule from anywhere with no guaranteed volume of tasks.

This company helps the world’s most innovative companies improve their AI models by providing human feedback. It offers a flexible, remote working environment.

US

  • Prepare individual and business tax returns and advise clients through video calls.
  • Manage the full client experience from document collection to communication, building trust through expertise.
  • Meet or exceed goals for customer satisfaction, service quality, and operational efficiency.

april is an embedded, year-round tax platform that powers smarter financial decisions by integrating real-time tax intelligence into partner platforms. The company values collaboration, rapid iteration, and a customer-focused culture.

US

  • Minimum 2 years of paid experience filing 30+ federal and state individual 1040 tax returns using commercial tax preparation software.
  • Active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation knowledge and customer service skills.
  • Work 100% remotely, helping customers complete taxes via video and audio tools, and documenting interactions.

Intuit is a global technology platform that empowers financial prosperity through products like TurboTax, QuickBooks, and Mint. With a diverse workforce of over 18,000 employees, the company fosters a culture of innovation, inclusion, and customer obsession.

US

  • Lead tax engagements including 1120S, 1040, and 1065 returns.
  • Deliver planning and strategy beyond compliance.
  • Build long-term client partnerships and mentor junior associates.

We invest in talent through opportunity, development, and support, partnering with accounting firms to modernize the profession. With over 2,000 professionals and 30+ offices nationwide, we focus on veterinary hospital accounting and have a remote-first culture.

US Unlimited PTO

  • Interact closely with clients to provide tax planning, consulting, and compliance services.
  • Lead and manage a team of tax professionals, providing guidance and mentorship.
  • Develop and implement tax strategies to optimize the company's tax position.

Aprio is a Top 20 CPA and advisory firm that provides tax planning, consulting, and compliance services for fast-growing industries. The firm has over 3,200 team members across 40 US and international offices, fostering a collaborative and growth-oriented culture.

Canada

  • Provide tax compliance and consulting to privately held companies and high net worth individuals.
  • Oversee complex tax research projects for a variety of clients and diverse industries.
  • Supervise tax professionals and manage day-to-day delivery of tax consulting services.

BPM is a public accounting firm that provides tax compliance and consulting services to privately held companies and high net worth individuals. The company fosters a caring and entrepreneurial culture where colleagues are valued and supported.