What are the responsibilities and job description for the Senior Tax Advisor (HNW) position at Solid Rock Recruiting LLC?
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
Salary : $120,000 - $150,000