Senior Tax Advisor - Remote - 100% Tax Planning

Senior Tax Advisor
100% Tax Planning | Fully Remote | High-Growth Opportunity
Help clients make smarter financial decisions through proactive tax strategy—not tax returns.
We’re looking for an experienced Senior Tax Advisor to join a nationally recognized Registered Investment Advisory firm and play a key role in delivering sophisticated, proactive tax planning to our clients.
This is a unique opportunity for a tax professional who wants to move beyond traditional compliance work and spend their time doing what matters most: working directly with clients and advisors to identify opportunities, solve complex tax challenges, and help clients make better financial decisions.
This is a 100% tax-planning role. There is no tax return preparation or traditional compliance workload.
You’ll have the opportunity to work closely with high-net-worth clients, business owners, and their advisors throughout the year, anticipating tax implications before decisions are made—not simply reacting at tax time.
Why This Role?
100% Tax Planning. Zero Compliance.
If you’ve built your career in tax but want to spend less time on compliance and more time providing meaningful strategic advice, this role was designed for you.
You’ll Have The Opportunity To
Meet directly with clients and advisors to provide sophisticated tax planning, strategy, and recommendations
Develop proactive tax-saving strategies tailored to each client’s goals, financial situation, and circumstances
Work with clients throughout the year to anticipate tax implications of investment decisions, business changes, retirement planning, and other major financial events
Build long-term client relationships grounded in trust, expertise, and responsiveness
Prepare and present tax projections, planning analyses, and strategy summaries
Help clients and advisors understand complex tax concepts and translate them into actionable strategies
Assist with calculating certain inherited IRA distribution requirements
Train and educate our advisors on tax topics and the ways clients can benefit from proactive tax planning
Help continuously evolve and improve the firm's tax-planning offering
What You’ll Do
As a Senior Tax Advisor, you’ll be both a trusted resource for clients and an internal tax expert for the broader organization.
Client Advisory & Tax Planning
Meet directly with clients and advisors to understand objectives and provide tax-planning recommendations
Develop and implement customized tax strategies
Prepare tax projections, planning analyses, and strategy summaries
Collaborate throughout the year to identify and address tax opportunities before they become issues
Communicate complex tax concepts clearly and practically
Resolve discrepancies and answer client financial questions with professionalism and responsiveness
Internal Tax Leadership
Serve as a tax resource and thought partner to the firm's advisors
Train and educate advisors on relevant tax topics and planning opportunities
Review and monitor emerging opportunities to improve and expand the firm's tax-planning services
Collaborate with firm leadership to establish departmental goals and implement tax-planning best practices
Promote a culture of collaboration, accountability, continuous learning, and professional growth
Help identify opportunities to improve internal workflows, technology, and the overall client experience
Technology, Processes & Operations
Manage and maintain the firm's tax-planning software
Review and enhance internal processes to improve efficiency, accuracy, and service quality
Maintain client data, cases, and notes within internal systems, including Salesforce
Ensure client documentation is organized and maintained according to firm standards
Maintain Client Docs folders according to established templates
Support firm-wide workflow improvements and technology integration
Maintain strict confidentiality of client information and follow all data-security protocols
What We’re Looking For
We're looking for a seasoned tax professional who combines strong technical knowledge with excellent communication and a genuine passion for helping clients.
Required Qualifications
5+ years of relevant tax experience
One or more of the following credentials:
CFP®
MST
CPA
EA
TPCP®
Strong knowledge of tax planning and strategy
Experience with inherited IRA distribution requirements
Proficiency with Microsoft Office, including Word, Excel, PowerPoint, and Office 365
Experience with tax-planning software
Familiarity with CRM systems; Salesforce experience is a plus
Exceptional written and verbal communication skills
Strong client-service mindset and ability to build trusted relationships
Ability to work independently while thriving in a highly collaborative environment
A passion for continuous improvement and professional development
Preferred
Bachelor's degree in Finance, Business, Economics, Accounting, or a related field
Experience working directly with high-net-worth individuals, business owners, or financial advisors
Experience within an RIA, wealth management, financial planning, or financial services environment
Who You Are
You’re technically strong—but you’re also a great communicator.
You enjoy solving complex tax questions, but you don't want your career defined by compliance deadlines and return preparation. You want to sit across the table from clients, understand what they’re trying to accomplish, and use your expertise to help them make informed decisions.
You’re curious, proactive, organized, and comfortable taking ownership. You enjoy collaborating with financial advisors and colleagues, sharing knowledge, improving processes, and finding better ways to serve clients.
Most importantly, you believe great tax planning is about more than minimizing a tax bill. It’s about helping people make better financial decisions.
Our Culture
We believe the best work happens when talented people are given the trust, flexibility, and support to do their best work.
Our Culture Is Built Around Five Core Values
Family Oriented. Ambitious. Collaborative. Entrepreneurial. Service.
We’re committed to creating an environment where people can grow professionally while maintaining a healthy, sustainable work-life balance.
What Makes This Opportunity Different?
100% remote
100% tax planning — no tax return preparation
Direct client interaction and meaningful advisory work
Partnership with experienced financial advisors
Significant opportunity to help shape and expand the firm's tax-planning offering
Strong potential for professional and career growth
Collaborative, entrepreneurial culture
Excellent work-life balance
Opportunity to become a key tax subject-matter expert within a nationally recognized RIA
Ready to Take Your Tax Career in a Different Direction?
If you're an experienced tax professional who wants to move beyond compliance and into a role where your expertise directly influences client outcomes, we'd love to hear from you.
Bring your tax expertise. Bring your curiosity. Bring your ideas.
We'll give you the opportunity to build something meaningful.
If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com
To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/

Work arrangement
Yes