Senior U.S. Individual Tax Advisor (Big 4, High-Net-Worth) - 22107

Senior U.S. Individual Tax Advisor (Big 4, High-Net-Worth)

We are a rapidly growing U.S.-based tax strategy firm serving high-net-worth individuals, founders, and business owners across the country. Most of our clients already have an accountant. What they come to us for is someone proactively designing how their income, investments, and businesses are taxed.

Our engagements are planning-led: entity structuring and S-corp elections, real estate and cost segregation strategies, tax deferral, alternative investments, and multi-year projections. Compliance matters to us because it is where good planning either holds up or falls apart.

We are a lean team building a high-caliber remote bench of Big 4-trained tax professionals, and we hire people who can own complex work with minimal oversight.

Our growth is limited by senior technical capacity, not demand. Every high-net-worth engagement needs someone who can take a complex individual return from preparation through review, build the projection behind it, and spot the planning opportunity a less experienced preparer would miss.

We recently added a Deloitte-trained senior tax manager to the team, and the impact was immediate. This role adds a second senior advisor at that same level ahead of filing season, so complex returns, projections, and technical questions no longer queue behind one person.

You will work directly with our Chief Tax Advisor on client matters, and you will be trusted to produce work that is ready for a client, not just ready for review.

Complex Individual Tax Compliance

• →Prepare and review complex Form 1040 returns for high-net-worth clients, including multistate filings, K-1 heavy returns, and investment reporting from consolidated 1099s
• →Prepare and review gift (Form 709) and fiduciary (Form 1041) returns as engagements require
• →Manage extensions, estimated payments, and state and local filings across a book of client engagements

Tax Planning and Projections

• →Build annual tax projections and estimated payment schedules, and update them as income and transactions change
• →Prepare multi-year tax and cash-flow projections that show clients the impact of a recommended strategy
• →Identify tax-reduction opportunities, including entity and S-corp decisions, real estate strategies, income timing, and retirement and deferral strategies

Technical Research and Written Advice

• →Research federal and state tax questions and reach a clear, supportable position
• →Write concise recommendation memos and client-ready explanations that a non-accountant can act on

Review and Quality Control

• →Perform detailed review of returns and workpapers prepared by other team members
• →Coach and give feedback to junior preparers, and help maintain review checklists and firm standards

Notices and Client Support

• →Draft responses to IRS and state notices and inquiries
• →Join client and advisor calls when a technical question needs a senior voice

• At least 2 years with a Big 4 firm (Deloitte, PwC, EY, or KPMG), including their U.S. tax delivery centers, working on U.S. individual tax
• 6+ years of total U.S. tax experience, with the majority of that time on individual (Form 1040) returns
• Direct experience with high-net-worth individual returns, including investment reporting, K-1s, and multistate filings
• Proven experience reviewing returns and workpapers prepared by others, not only preparing them
• Hands-on experience building tax projections and estimated tax calculations
• Working proficiency in at least one professional tax platform (CCH Axcess, UltraTax, GoSystem, or Lacerte) and a research tool such as Checkpoint or Bloomberg Tax
• Clear, professional written English suitable for client-facing memos and emails
• Able to work full-time U.S. business hours with Pacific Time overlap

• Enrolled Agent, U.S. CPA, or equivalent professional credential
• Experience preparing or reviewing gift (Form 709) and fiduciary (Form 1041) returns
• International individual reporting: FBAR, Forms 8938, 1116, and 8621
• Post-Big 4 experience with a U.S.-based CPA or advisory firm, working directly with clients
• Familiarity with S-corp and partnership returns (Forms 1120-S and 1065) as they relate to owner-level planning
• Experience leading or mentoring a team of preparers
• Comfort using SurePrep or AI research tools such as TaxGPT to speed up work without outsourcing judgment

You are:

• A Big 4-trained individual tax specialist who has moved past preparation into review, planning, and judgment calls
• Comfortable owning a complex high-net-worth return end to end and standing behind the result
• Someone who sees a projection as the start of a planning conversation, not the end of a compliance task
• A clear writer who can explain a technical position to a founder in a few plain paragraphs
• Self-directed and calm under deadline pressure, with the discipline to keep quality high in peak season
• Interested in a long-term seat on a small team where your expertise is visible and valued