Tax Advisor

This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Tax Advisor based in the United States. This is a fully remote, full-time opportunity.

Join a client-focused wealth management environment where your tax expertise will help high-net-worth individuals and families make informed financial decisions. As a Tax Advisor, you will independently manage a portfolio of clients, providing comprehensive tax preparation, planning, and advisory services throughout the year.

You will serve as the primary tax contact, building trusted relationships with clients and collaborating closely with financial advisors to maximize after-tax value. The role combines technical tax expertise, proactive planning, and personalized service across complex financial situations. You will also leverage modern tax software, automation, and AI-powered tools to improve efficiency and service quality.

With opportunities to mentor junior staff and contribute to continuous improvement, you will play a meaningful role in delivering accurate, practical, and forward-looking tax solutions. This position focuses entirely on client service and advisory excellence, with no sales or business development targets.