Senior Tax Advisor - Enrolled Agent

THE ROLE

We are a modern tax and financial advisory firm for entrepreneurs and owner-operated businesses, and we're looking for an Enrolled Agent who is exceptionally strong with people, strategy, and communication.

This is not a tax-preparation role. You will own a portfolio of entrepreneur relationships and lead recurring tax-planning conversations. Your job is to understand each client's business, financial position, and goals; identify planning opportunities and risks; explain recommendations clearly; and ensure those recommendations move into our technical and implementation systems.

You'll work alongside our Senior Tax Manager, accounting team, customer-success team, and operations team. You do not need to personally execute every strategy or research every technical edge case. You do need enough tax knowledge to recognize opportunities, ask the right questions, communicate confidently with business owners, and know when something should be escalated for technical review.

WHAT YOU'LL DO

• Lead recurring tax-strategy and advisory calls with clients.

• Review client financials, projections, prior-year returns, and previous recommendations before meetings.

• Identify tax-planning opportunities, risks, and areas requiring deeper review.

• Explain complex tax concepts in clear, practical language.

• Translate meetings into a clear, actionable client plan.

• Route technical or complex issues to the Senior Tax Manager.

• Ensure recommendations enter the firm's implementation workflow.

• Proactively reach out when client financials or business changes create planning opportunities.

• Record short Loom or video explanations when useful.

• Build trusted, long-term relationships with a portfolio of entrepreneurs.

• Help improve our advisor playbook based on recurring client situations and conversations.

WHAT YOU WON'T DO

This is not a traditional public-accounting manager position. You will not spend most of your time:

• Doing bookkeeping.
• Handling routine payroll administration.
• Chasing administrative documents.
• Preparing every tax return yourself.
• Personally implementing every tax recommendation.
• Independently researching every complicated technical issue.
• Selling to new clients.

The infrastructure exists around you so you can spend the majority of your time doing what you do best: advising clients.

WHY THIS ROLE IS DIFFERENT

In many tax firms, the strongest tax professionals end up as managers who spend their time reviewing returns, managing deadlines, and supervising production. This role is different: your main product is the quality of your advice and the quality of the client relationship.

• Work directly with successful entrepreneurs.
• Understand their businesses at a deeper level.
• Review their tax and financial structure.
• Identify meaningful planning opportunities.
• Deliver recommendations directly to the client.
• Hand technical review and implementation off to a team built to support you.

If you love tax strategy but don't want to spend the rest of your career buried in tax-return production, this role may be a strong fit.