Credit Brilliance

Senior Tax Advisor – Advisory Services

Remote

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About This Role

Our firm services hundreds of small business owners and high net worth individuals across multiple advisory offering including Tax Planning, Tax Implementation, and Chief Financial Officer services. Unlike most tax firms focused on compliance, Tax Brilliance helps our clients proactively implement strategies that save them money on taxes and help build a stronger financial future.

About Us

We, at Tax Brilliance Advisors, are no longer a compliance only firm. Instead, we offer a new service, called Tax Advisory (or TAS).

Our firm works solely with small business owners and high net worth individuals to properly plan for their taxes, throughout the year, and get the chance to showcase real tax savings when we file their return.

So what goes into tax advisory services? We focus on maximizing tax planning strategies that can make the biggest impact. Some of those include:

Entity \& compensation optimization
Real estate industry strategies (Asset sales, Depreciation, 1031, Real estate professional, ect)
Workhorse strategies (Augusta, Accountable plan, travel optimization, etc)
Retirement optimization
And much more

Basically nerdy tax stuff.

Still interested?

You’ll be a great fit if:

You like to find ways to save people money on taxes
You have a solid understanding of how the tax code works (specifically for business entities)
You want to host tax planning kickoff calls, implementation calls and quarterly calls to help provide tax advisory services to our clients throughout the year
You will be delighted to prepare or review returns that showcase the final tax savings our clients will receive
You will be interested and intrigued when complex clients are signed up and are uniquely interested in spotting potential tax errors when reviewing client’s accounting system
You want to help train internal staff and build an incredible tax advisory team

1\. Leadership \& Team Management

Oversee the day\-to\-day operations of the tax team, ensuring productivity and alignment with firm objectives.
Conduct performance evaluations, set individual goals, and provide constructive feedback to staff.
Lead team meetings to discuss priorities, client updates, and new initiatives.

2\. Business Development

Identify opportunities to expand client services through cross\-selling and new business strategies.
Support the development and implementation of marketing initiatives to attract high\-net\-worth clients and small business owners.

3\. Process Improvement

Evaluate current workflows and recommend process enhancements to improve efficiency and accuracy in tax preparation and advisory services.
Implement technology solutions to streamline tax preparation, planning, and compliance processes.

4\. Tax Compliance Oversight

Ensure firm compliance with all federal, state, and local tax laws.
Conduct internal reviews of completed returns and filings to maintain the highest standards of accuracy.

5\. Advanced Tax Research

Perform in\-depth research on complex tax issues affecting high\-net\-worth clients and small business owners.
Stay current with legislative changes and communicate their implications to clients and team members.

Additional Skills \& Qualifications to Highlight

Technical Expertise

Proficiency in tax software such as Drake, UltraTax, CCH or ProSeries.
Advanced knowledge of partnership, corporate, and individual taxation.

Client Relationship Management

Exceptional ability to manage and nurture long\-term client relationships.
Skilled in presenting complex tax strategies in an understandable way to clients.

Strategic Thinking

Experience in aligning tax strategies with financial, investment, and estate planning goals.
Intellectually engage in through discussion, conversation, reading, implementation and monitoring the benefits and strengths to the client of an integrated tax management platform.
Complement and enhance the connectedness between the disciplines of the integrated wealth management platform. (tax, estate, charitable, investment, risk mitigation and financial).
Comprehend deeply the philosophy, underpinnings and mechanics of our tax strategy.

Manage the client experience by:

Reviewing Tax returns and tax plans.
Setting, preparing, organizing, reviewing and implementing action steps for client reviews.
Maintaining and increasing the level of service that we extend to clients.
Participating in new prospective plan designs.
Monitoring the various relevant components of the client base (such as tax, philanthropic or planning issues as they arise or are scheduled. )

Other Essential Functions:

Monitors and reviews client quarterly tax estimates to ensure appropriate tax estimates are made. Works closely with other members of the planning team to analyze data and present custom recommendations/solutions. Personally, presents specific tax recommendations within a comprehensive financial plan to clients. Directly contributes to the tax and estate planning process for all clients
Responsible for conducting, reviewing and administering the firm’s end to end tax return process for a defined population of clients.

What You Need to Get the Job Done

\- A minimum of 5 years experience in public accounting, focusing on tax services for high net worth individuals and businesses.

\- Must possess a valid, active CPA license.

\- Proven experience in a managerial role, leading tax teams with a focus on strategic client outcomes.

\- Strong analytical, problem\-solving, and interpersonal skills.

\- Ability to multitask and meet tight deadlines in a dynamic environment.

\- A passion for continuous learning and professional development.

\- Team based management

What you’ll get when working here

Besides the awesomeness of everything written above, here are a few more reasons why you will want to hit apply to this role: