Tax Advisor

Tax Advisor - Manager level

You might have just come out of a busy season where most of your time was spent reacting.

Deadlines. Returns. Clearing work.

And the conversations with clients?

Usually after the fact.

This role is built the other way around.

It’s for someone who wants to be involved before decisions are made, not just after.

The opportunity

This is a Tax Advisor role within a firm that has deliberately built itself around planning, strategy, and ongoing client relationships.

Not volume. Not churn.

You’ll be working directly with business owners and high income individuals as their go to person for tax decisions that actually impact them.

That means:

Leading conversations, not waiting for instructions
Running quarterly planning meetings and walking clients through projections
Spotting opportunities early and guiding decisions
Overseeing and reviewing work to make sure it’s accurate and aligned
Working closely with a small team to deliver a high standard consistently

You’re not here to process work.

You’re here to think, advise, and lead.

The environment

This isn’t a traditional compliance heavy firm.

They’ve built things intentionally around advisory, strong systems, and a team that can operate without constant oversight.

It’s a place where:

Clients expect conversations, not just completed returns
Quality matters more than volume
People are trusted to manage their own work and relationships

Hybrid and remote working are both supported.

What they’re looking for

Strong public accounting background with genuine exposure to tax planning and advisory
Comfortable leading client conversations and explaining things clearly
Able to balance technical knowledge with commercial thinking
Organised, proactive, and able to manage multiple moving parts without being chased
Someone who takes ownership and holds themselves to a high standard

CPA or EA required.

What this solves

You might be at a point where:

You’re doing good technical work but not getting enough exposure to clients

You want to move further into advisory but your current firm is still compliance led

Or you know you’re capable of more, but haven’t had the environment to show it

This gives you that platform.

The honest bit

This isn’t for someone who just wants to keep their head down and work through returns.

It’s for someone who enjoys being involved, thinking ahead, and building relationships properly.

You don’t need to tick every box.

If this feels like a better version of what you’re doing now, it’s worth a conversation.

The apply button isn’t a commitment. It’s just a starting point.

Prefer a call or text? 813 981 7845

Curtis Weston
Ref INDCW 36048

Job Type: Full-time

Pay: $130,000.00 - $145,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Professional development assistance
• Vision insurance
• Work from home

Work Location: Remote

Salary : $130,000 - $145,000