What are the responsibilities and job description for the Senior Tax Advisor — Tax Planning position at Squires Tax Planning?
Senior Tax Advisor — Tax Planning (Hybrid, Columbia MO) $85,000–$115,000/yr performance bonus Tired of looking backward for a living? Most tax jobs: grind returns January through April, wait around the rest of the year. You're a historian with a PTIN. We're building something different. Squires Tax Planning is a fast-growing advisory firm in Columbia, Missouri. Our clients — entrepreneurs, real estate investors, business owners — pay us year-round for proactive tax strategy, not once-a-year compliance. Entity design, cost segregation, retirement planning, real estate professional status — the strategies that actually move the needle. As our Tax Advisor, you'll own client relationships: run strategy meetings, explain complex ideas in plain English, and quarterback implementation with our prep team. You'll see your impact in dollars saved, not returns filed. What you'll do - Manage a portfolio of planning clients from onboarding through quarterly reviews - Lead client strategy meetings and explain recommendations in plain language - Spot planning opportunities across entities, compensation, retirement, and real estate - Coordinate with our prep team to move work from strategy to filed return - Keep clean notes and documentation — we run on systems, not chaos What you bring - CPA or EA (or deep CPA-track progress with real experience) - 3 years in tax — prep, planning, or advisory - Fluent in 1040s, 1065s, 1120-S; S-corps and partnerships don't scare you - You talk to business owners like a human, not a textbook - Organized, proactive, allergic to dropped balls What we offer - $85K–$115K base performance bonus tied to firm growth - Hybrid: Columbia office real remote flexibility - Health insurance, 401(k) with match, PTO - CE and license support - A growing firm — get in early and grow with it If you want to do tax work that matters, apply with your resume. Squires Tax Planning is an equal opportunity employer.
Pay: $85,000.00 - $115,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Flexible schedule
- Health insurance
- Paid time off
- Work from home
Application Question(s):
- What is your CPA/EA license status? (Licensed CPA / Licensed EA / Actively pursuing CPA or EA / None)
- How many years of tax preparation, planning, or advisory experience do you have?
- This is a hybrid role based in Columbia, MO. Are you located in the Columbia area or willing to work hybrid here?
Work Location: Hybrid remote in Columbia, MO 65203
Salary : $85,000 - $115,000