Tax Advisor

About Us

We are a boutique CPA firm that provides personalized, high-touch tax planning and advisory services to individuals, small businesses, and high-net-worth clients. Our firm culture values relationships, innovation, and hands-on client service. As a growing practice, we offer the opportunity to work closely with firm leadership, build deep client connections, and have a meaningful impact on the organization’s growth and direction.

We are a virtual firm with a significant client presence in the area and seeking someone who is comfortable with remote/virtual clients meetings as well as in person meetings for the local client base.

Position Overview

We are seeking a knowledgeable, client-focused Tax Advisor who thrives in a collaborative, entrepreneurial environment. This role involves year-round engagement with clients, tax planning, tax return preparation, and advising on complex business and individual tax matters. The ideal candidate is proactive, detail-oriented, and excited about working in a boutique setting where your contributions are recognized and valued.

What You’ll Do

· Provide customized tax planning tailored to each client’s financial goals

· Prepare individual, business, and fiduciary tax returns (1040, 1120, 1120S, 1065, 1041)

· Conduct research on complex federal and state tax issues using authoritative sources

· Communicate tax concepts clearly and professionally to clients

· Assist clients with tax notices, projections, estimated payments, and advisory questions

· Review accounting records, financial statements, and trial balances for tax implications

· Participate in client onboarding, workflow improvement, and internal process development

· Support entity selection, business formation, and restructuring advisory

· Work directly with firm owners/partners on client strategy and deliverables

· Maintain up-to-date knowledge of tax law changes and industry trends

What We’re Looking For

· Bachelor’s degree in Accounting, Finance, or related field (Master’s in Taxation a plus)

· CPA or EA preferred (or actively pursuing certification)

· 1–4 years of tax experience in public accounting (boutique or small firm experience ideal)

· Strong working knowledge of federal and state tax law

· Proficiency in tax software (UltraTax, Drake)

· Experience with QuickBooks Online/Desktop and standard accounting principles

· Excellent communication, client service, and analytical skills

· Ability to manage multiple clients, deadlines, and priorities

· Self-motivated professional who enjoys a flexible, collaborative environment

Preferred Qualifications

· Experience in a boutique CPA or advisory firm

· Familiarity with small-business advisory (CAS, payroll support, cleanup work, etc.)

· Comfort with modern firm tech ( Karbon, Client Portals, etc.)

· Interest in continuous improvement and firm-wide growth initiatives

Why Join Us

· Flexible hybrid or remote work environment

· Opportunities for mentorship and direct access to firm leadership

· High-impact role with room to grow professionally

· Collaborative culture focused on client success and employee well-being

· Ability to shape processes and contribute to the firm’s ongoing development

How to Apply

Please submit your resume and a brief cover letter detailing why you are interested in the position.

Job Type: Full-time

Pay: $70,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Continuing education credits
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• On-the-job training
• Opportunities for advancement
• Paid sick time
• Paid time off
• Paid training
• Professional development assistance
• Profit sharing
• Vision insurance
• Work from home

Work Location: Hybrid remote in Henderson, KY 42420

Salary : $70,000 - $85,000