Tax Pro Advisor

Position Summary We are seeking a proactive, client-facing Senior Tax Pro Advisor to lead a team of tax professionals while serving a portfolio of high-net-worth individuals and entrepreneurial businesses. This mid-level leadership role combines hands-on tax planning, client relationship oversight, team development, and auditing tax plans for accuracy and completeness. Working under the direction of the Senior Tax Strategist, this individual will guide client engagements, review team deliverables, and ensure recommendations are technically supported, actionable, and delivered on time.