Senior Tax Advisor

100% Tax Planning | Fully Remote | High-Growth Opportunity

Help clients make smarter financial decisions through proactive tax strategy—not tax returns.

We’re looking for an experienced Senior Tax Advisor to join a nationally recognized Registered Investment Advisory firm and play a key role in delivering sophisticated, proactive tax planning to our clients.

This is a unique opportunity for a tax professional who wants to move beyond traditional compliance work and spend their time doing what matters most: working directly with clients and advisors to identify opportunities, solve complex tax challenges, and help clients make better financial decisions.

This is a 100% tax-planning role. There is no tax return preparation or traditional compliance workload.

You’ll have the opportunity to work closely with high-net-worth clients, business owners, and their advisors throughout the year, anticipating tax implications before decisions are made—not simply reacting at tax time.

Why This Role?

100% Tax Planning. Zero Compliance.

If you’ve built your career in tax but want to spend less time on compliance and more time providing meaningful strategic advice, this role was designed for you.

You’ll have the opportunity to:

• Meet directly with clients and advisors to provide sophisticated tax planning, strategy, and recommendations
• Develop proactive tax-saving strategies tailored to each client’s goals, financial situation, and circumstances
• Work with clients throughout the year to anticipate tax implications of investment decisions, business changes, retirement planning, and other major financial events
• Build long-term client relationships grounded in trust, expertise, and responsiveness
• Prepare and present tax projections, planning analyses, and strategy summaries
• Help clients and advisors understand complex tax concepts and translate them into actionable strategies
• Assist with calculating certain inherited IRA distribution requirements
• Train and educate our advisors on tax topics and the ways clients can benefit from proactive tax planning
• Help continuously evolve and improve the firm's tax-planning offering

What You’ll Do

As a Senior Tax Advisor, you’ll be both a trusted resource for clients and an internal tax expert for the broader organization.

Client Advisory & Tax Planning

• Meet directly with clients and advisors to understand objectives and provide tax-planning recommendations
• Develop and implement customized tax strategies
• Prepare tax projections, planning analyses, and strategy summaries
• Collaborate throughout the year to identify and address tax opportunities before they become issues
• Communicate complex tax concepts clearly and practically
• Resolve discrepancies and answer client financial questions with professionalism and responsiveness

Internal Tax Leadership

• Serve as a tax resource and thought partner to the firm's advisors
• Train and educate advisors on relevant tax topics and planning opportunities
• Review and monitor emerging opportunities to improve and expand the firm's tax-planning services
• Collaborate with firm leadership to establish departmental goals and implement tax-planning best practices
• Promote a culture of collaboration, accountability, continuous learning, and professional growth
• Help identify opportunities to improve internal workflows, technology, and the overall client experience

Technology, Processes & Operations

• Manage and maintain the firm's tax-planning software
• Review and enhance internal processes to improve efficiency, accuracy, and service quality
• Maintain client data, cases, and notes within internal systems, including Salesforce
• Ensure client documentation is organized and maintained according to firm standards
• Maintain Client Docs folders according to established templates
• Support firm-wide workflow improvements and technology integration
• Maintain strict confidentiality of client information and follow all data-security protocols

What We’re Looking For

We're looking for a seasoned tax professional who combines strong technical knowledge with excellent communication and a genuine passion for helping clients.

Required Qualifications

• 5+ years of relevant tax experience
• One or more of the following credentials:
• CFP®
• MST
• CPA
• EA
• TPCP®
• Strong knowledge of tax planning and strategy
• Experience with inherited IRA distribution requirements
• Proficiency with Microsoft Office, including Word, Excel, PowerPoint, and Office 365
• Experience with tax-planning software
• Familiarity with CRM systems; Salesforce experience is a plus
• Exceptional written and verbal communication skills
• Strong client-service mindset and ability to build trusted relationships
• Ability to work independently while thriving in a highly collaborative environment
• A passion for continuous improvement and professional development

Preferred

• Bachelor's degree in Finance, Business, Economics, Accounting, or a related field
• Experience working directly with high-net-worth individuals, business owners, or financial advisors
• Experience within an RIA, wealth management, financial planning, or financial services environment

Who You Are

You’re technically strong—but you’re also a great communicator.

You enjoy solving complex tax questions, but you don't want your career defined by compliance deadlines and return preparation. You want to sit across the table from clients, understand what they’re trying to accomplish, and use your expertise to help them make informed decisions.

You’re curious, proactive, organized, and comfortable taking ownership. You enjoy collaborating with financial advisors and colleagues, sharing knowledge, improving processes, and finding better ways to serve clients.

Most importantly, you believe great tax planning is about more than minimizing a tax bill. It’s about helping people make better financial decisions.

Our Culture

We believe the best work happens when talented people are given the trust, flexibility, and support to do their best work.

Our culture is built around five core values:

Family Oriented. Ambitious. Collaborative. Entrepreneurial. Service.

We’re committed to creating an environment where people can grow professionally while maintaining a healthy, sustainable work-life balance.

What Makes This Opportunity Different?

• 100% remote
• 100% tax planning — no tax return preparation
• Direct client interaction and meaningful advisory work
• Partnership with experienced financial advisors
• Significant opportunity to help shape and expand the firm's tax-planning offering
• Strong potential for professional and career growth
• Collaborative, entrepreneurial culture
• Excellent work-life balance
• Opportunity to become a key tax subject-matter expert within a nationally recognized RIA

Ready to Take Your Tax Career in a Different Direction?

If you're an experienced tax professional who wants to move beyond compliance and into a role where your expertise directly influences client outcomes, we'd love to hear from you.

Bring your tax expertise. Bring your curiosity. Bring your ideas.

We'll give you the opportunity to build something meaningful.

If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com

To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/

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