Senior Tax Advisor (Full-Time)

Location: Within commuting distance of Atlanta

Compensation: Starting at $100,000 - $120,000 + $10,000 retention bonus

Benefits: 401(k) + match, health, dental, vision, PTO

About the Role

If you’re a tax geek who loves the code, thrives on solving complex problems, and wants to evolve beyond compliance work, this is the role for you.

You won’t be stuck preparing returns — you’ll be working directly with entrepreneurs to design and implement advanced tax reduction strategies that create real, measurable financial freedom. Your work will directly influence clients’ ability to grow, invest, and build long‑term wealth.

Within your first two months, you’ll be joining client meetings, contributing to strategy discussions, and learning how to architect tax savings that can reach into the millions.

What You’ll Do

Coach clients on tax deduction strategies and foundational tax planning frameworks
Assist clients in implementing and maintaining compliant tax reduction strategies
Advise on advanced strategies, investments, and key financial decisions
Build tax projection models and quantify the impact of strategic moves
Collaborate with the compliance team to ensure accurate reporting and proper elections
Maintain proactive, high‑touch communication with clients
Mentor junior staff on engagements and technical topics
Provide occasional support with tax return review when needed

Key Performance Objectives

1. Master Advanced Tax Advisory (First 90 Days)

Transition from a compliance‑focused role into a strategic advisor.

You’ll take ownership of 5–7 high‑value clients, participate in strategy meetings, and independently build projection models identifying at least $250,000 in potential annual savings across your portfolio.

Client satisfaction target: 90%+ based on proactive communication and actionable guidance.

2. Drive Measurable Client Tax Savings (By Month 6)

Lead the implementation of foundational and advanced strategies, resulting in an average 15–20% reduction in client tax liability compared to prior years.

You’ll ensure strategies are executed accurately and clients remain fully compliant.

3. Develop & Coach Team Members (First Year)

Dedicate ~10% of your time to mentoring junior staff.

Lead at least two internal training sessions on specialized tax topics and help standardize best practices across the advisory team.

Who You Are

You’re not looking for “just experience.” You’re looking to become elite.

You are:

Hungry, gritty, and growth‑minded
Obsessed with learning the tax code at a deeper level
Disciplined, coachable, and accountable
Someone who follows instructions, meets deadlines, and communicates clearly

Requirements

Must live within reach of Atlanta
CPA or EA required
Minimum 2 years of tax experience
Willing to arrange reference calls
Strong communication skills and a passion for advisory work

Benefits

Benefits: 401(k) + match, health, dental, vision, PTO

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