Senior Tax Advisor (HNW)

Solid Rock Recruiting
  • Houston, North Dakota
  • Remote
    12 days ago

    Job Description

    Senior Tax Advisor – Fully Remote

    $120,000–$150,000 Base + Bonus | 50-Hour Busy Seasons | Advisory Focus

    If you're an experienced tax professional who enjoys working directly with clients but is tired of spending every busy season buried in compliance work, this opportunity is worth a conversation.

    We're partnering confidentially with a growing finance firm that has built its tax practice differently. Located in the Midwest.

    A dedicated preparation team handles much of the compliance work, allowing senior professionals to focus on tax strategy, planning, and client relationships.

    Why Consider This Role?

    • Fully remote
    • $120,000–$150,000 base salary, depending on experience
    • Quarterly profit-sharing bonus
    • Busy seasons designed around approximately 50 hours per week
    • True advisory role rather than compliance management
    • Established portfolio of approximately 50–60 client relationships
    • CPE, licensing, and advanced tax training covered

    What You'll Do

    You'll serve as the primary tax advisor to business owners and high-net-worth clients, helping them make smarter tax and financial decisions throughout the year.

    Responsibilities include:

    • Proactive tax planning and strategy
    • Multi-year projections and scenario modeling
    • Entity structure and owner compensation planning
    • Retirement, real estate, and equipment-related tax strategies
    • Multi-state tax considerations
    • Business acquisitions and ownership transitions
    • Leading client meetings and coordinating strategy implementation
    • Mentoring developing tax professionals

    Who We're Looking For

    • 5–10+ years of public accounting tax experience
    • CPA/EA required
    • Strong experience with closely held businesses and/or HNW clients
    • Comfortable owning client relationships and leading advisory conversations
    • Professional-services experience is highly desirable

    This is an excellent fit for someone who wants to stay in public accounting while moving away from the traditional 70-hour, compliance-heavy busy season model.

    Interested?

    Confidential inquiries encouraged.
    If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.

    joey@solidrockrecruiting.com
    (605) 601-4597

    Numbers & Facts

    LocationHouston, North Dakota (
    Remote
    )

    Skills

    • Certified Public Accountant (CPA)unmatched
    • Customer Relationsunmatched
    • Financeunmatched
    • High Net Worthunmatched
    • Licensingunmatched
    • Maintain Complianceunmatched
    • Mentoringunmatched
    • Mergers and Acquisitionsunmatched
    • Professional Servicesunmatched
    • Public Accountingunmatched
    • Real Estateunmatched
    • State Taxunmatched
    • Strategic Planningunmatched
    • Tax Accountingunmatched
    • Tax Planningunmatched

    Be found by employers

    5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

    Level up your application

    Professional resume templates

    Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

    Free resume templates

    Free resume builder

    Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

    Free resume builder