CPA Senior Tax Planner

To support a growing practice, the full-time Senior Tax Planner will independently manage a portfolio of business-owner clients, leading tax planning conversations, designing and delivering customized tax plans, and maintaining ongoing client relationships in a fully remote environment. Key Responsibilities Lead initial tax planning discovery calls and design 10-15 customized tax plans per month for clients Maintain an assigned book of tax planning clients and conduct quarterly meetings to identify new planning opportunities Review complex tax returns and ensure all plans are technically sound and compliant Required Qualifications 5+ years of experience in public accounting with a focus on tax planning Demonstrated experience leading tax planning engagements end-to-end Experience serving business owners with $1M-$10M+ in gross receipts Strong knowledge of federal and state tax law, entity structuring, and elections CPA required