Source Job

US Unlimited PTO

  • Serve as primary client contact, spending up to 50% of time in direct client meetings via Zoom.
  • Create and deliver tailored tax plans, research complex tax issues, and coordinate with the tax preparation team.
  • Maintain strong client relationships, manage expectations, and stay updated on tax law changes.

Tax Planning Client Relationship Management CPA

17 jobs similar to Real Estate Senior Tax Advisor

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  • Create proactive, multi-year tax planning for high-net-worth individuals and their businesses.
  • Build deep, trusted relationships with sophisticated clients and mentor tax associates.
  • Leverage the latest tax technology and own outcomes in a high-caliber, small-firm environment.

This firm is a boutique tax strategy and planning firm serving business owners in the $3M–$30M range. It provides proactive, high-touch tax advisory and is focused on high-net-worth individuals, fostering a client-centric environment with top-tier talent.

$110,000–$140,000/yr
US

  • Advise clients on tax implications, evaluate alternatives to lessen tax burden, and act as primary contact for complex tax issues.
  • Apply knowledge to understand tax risks, communicate changes in tax policy, and resolve federal/state agency questions.
  • Engage in marketing, networking, and business development while maintaining client relationships and leading a team of tax professionals.

BerryDunn is a client-centered professional services firm providing tax, advisory, and consulting services to businesses, nonprofits, and government agencies. Led by CEO Sarah Belliveau, the firm focuses on creating a diverse and inclusive culture and has been recognized for its learning, development, and well-being initiatives.

US

  • Conduct 45-minute client consultations via video calls to understand tax situations and provide personalized tax planning recommendations.
  • Build trust with customers by delivering clear guidance and actionable tax planning tailored to each client's goals.
  • Document key findings and collaborate with product teams to improve consultation workflows and client experience.

April is an embedded, year-round tax platform that powers smarter financial decisions by integrating real-time tax intelligence into existing platforms. It operates with an API-first infrastructure and a collaborative, fast-paced team culture focused on innovation.

Global

  • Prepare and review complex US tax returns for individuals, SMBs, and business entities.
  • Leverage AI tools and tax software to improve efficiency and accuracy in a tech-forward environment.
  • Communicate directly with clients and teams, managing multiple deadlines during tax season.

We are a growing CPA firm in Texas managing over 3,000 clients annually across various segments. We pride ourselves on delivering quality audit and tax services while building a collaborative, supportive team culture.

$75,000–$100,000/yr
US

  • Lead client relationships and oversee tax projections and compliance for various business structures.
  • Prepare and review federal and multistate business tax returns, including 1120, 1120S, and 1065.
  • Mentor junior staff and serve as a trusted advisor for tax planning and strategic issues.

Current is a platform that invests in talent through opportunity, development, and support, partnering with over 40 accounting firms nationwide. Founded in 2023, it has grown to over 2,000 professionals and 30+ offices, backed by major venture capital.

Global

  • Serve as the primary U.S. tax subject matter expert, guiding product development and enhancements.
  • Collaborate with cross-functional teams to translate tax regulations into scalable software capabilities.
  • Monitor tax legislation changes and advise on product updates to ensure compliance and accuracy.

Caseware is a Canadian fintech company that has led the global audit and accounting software industry for over 30 years, serving over 500,000 users across 130 countries. They foster a collaborative and inclusive culture, with a recent strategic investment from Hg Capital driving their next growth phase.

Tax Senior

Current
US

  • Provide comprehensive tax planning, consulting and compliance services to veterinary clients.
  • Foster strong client relationships through effective communication and proactive tax-saving strategies.
  • Contribute to multiple engagements, ensuring timely and accurate completion of tax returns.

Current is a platform that invests in talent through opportunity, development, and support, unlocking growth for individuals, firms, and clients. Founded in 2023, it has rapidly become one of the fastest-growing accounting platforms in the US, with over 2,000 professionals and 30+ offices, backed by major venture capital firms.

US

  • Lead client calls and present tax returns and strategies to women-owned businesses.
  • Prepare accurate tax returns for LLCs and S Corporations ensuring compliance.
  • Collaborate with bookkeeping team to ensure seamless financial reporting and client onboarding.

KSA Tax Partners is a woman-owned, fully virtual accounting firm that empowers women business owners by providing tax filing and financial education. The firm offers a year-round service model with a stable work environment and a supportive, innovative team culture.

$86,000–$107,000/yr
United States Unlimited PTO

  • Prepare and review federal, state, and local tax returns for individuals and partnerships.
  • Identify, research, and resolve tax technical issues and assist with tax planning strategies.
  • Mentor junior team members and serve as a primary client contact for complex engagements.

BPM is a people-centered accounting firm driven by innovation and collaboration. They are recognized as one of the Bay Area's Best Places to Work with a regional presence and global capability.

Director

DMA
$190,000–$240,000/yr

  • Manage property tax assessment reviews for clients to achieve maximum tax savings.
  • Lead and develop a team of tax professionals, focusing on coaching and performance.
  • Build client relationships and participate in business development activities.

DMA is an employee-owned company that has been solving corporate tax challenges for over 50 years. They prioritize employee ownership, work-life balance, and have a low turnover culture.

US

  • Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies.
  • Draft and review estate planning documents including wills, revocable trusts, irrevocable trusts, and related instruments.
  • Stay current on federal and state estate, gift, and generation-skipping transfer tax laws.

Hargrove Firm is a national estate planning and tax law firm serving individuals and families across all 50 states through a modern, technology-enabled legal platform. We are a growing team partnering with leading RIA firms and financial advisors to deliver sophisticated estate planning in a client-focused way.

US

  • Ensure timely and accurate preparation and filing of corporate, VAT, and indirect tax returns across multiple jurisdictions.
  • Manage transfer pricing policies, documentation, and tax audits while coordinating with external advisors.
  • Develop and implement tax-efficient strategies, monitor changes in tax laws, and provide guidance on international expansion.

Gurobi Optimization empowers customers to use mathematical optimization to make smarter decisions and solve complex business problems. The company fosters a culture of innovation, teamwork, and integrity, seeking passionate game-changers to drive its global mission.

US Unlimited PTO

  • Prepare quarterly and annual income tax provisions and related SEC disclosures.
  • Prepare federal, state, and local tax filings, including estimates and extensions.
  • Research tax law, respond to tax notices, and support M&A tax diligence and integration.

HealthEquity empowers healthcare consumers by providing HSA and health savings solutions. They value inclusion, offer a supportive culture, and are committed to saving and improving lives through their services.

$123,000–$162,000/yr
Canada Unlimited PTO

  • Manage and review international tax compliance engagements for U.S.-based clients with foreign operations.
  • Research and analyze international tax issues involving cross-border transactions, tax treaties, and global business structures.
  • Mentor junior staff and develop strong client relationships as a trusted advisor.

BPM is a public accounting firm driven by an entrepreneurial spirit and a passion for people. With a culture of caring and community, it offers professional development opportunities and values authenticity, with a size that supports colleagues through shared growth.

US

  • Support corporate income tax compliance, sales and use tax, and property tax filings.
  • Research tax regulations, reconcile accounts, and assist with audits.
  • Use Microsoft Excel and tax systems to analyze data and ensure accurate reporting.

Jobgether is a job platform that uses AI-powered matching to connect candidates with hiring companies. It operates remotely with a focus on efficient, data-driven recruitment.

  • Oversee complex tax preparation and financial reporting while serving as a primary advisory contact for clients.
  • Supervise, mentor, and review the deliverables of junior accounting staff to ensure accuracy and compliance.
  • Maintain and evaluate financial statements and general ledgers for multiple client engagements simultaneously.

Solvo Global is a company that provides accounting and tax services, acting as an advisory contact for clients. They are hiring for a remote senior tax accountant role, focusing on team leadership and client relations.

United States

  • Serve as the primary technical authority on US and international tax matters, providing strategic guidance to internal teams and clients.
  • Lead, mentor, and review the work of a regional team of tax professionals while driving operational excellence.
  • Identify opportunities to improve workflows and optimize international tax structures to support compliance and strategic planning.

The company is a growing advisory organization specializing in tax and business services. It offers a collaborative, entrepreneurial environment with a focus on process innovation and professional development.