Senior Tax Advisor
Tired of the long hours in public accounting? Feeling stuck in an industry role with little to no upward mobility?
We’re partnering with a well-established, highly respected wealth advisory firm in Sarasota, Florida that might be the next step you're looking for (open to relocation for the right candidate) .
Founded in 2002, the firm has offices in the Columbus OH area, and continues to grow with a strong reputation and client base.
This opportunity is ideal for someone with a strong background in individual and business tax planning, who’s looking to step into a more strategic, client-focused role. One unique perk of joining this team: the ability to become a Registered Investment Advisor (RIA) — opening the door to additional income opportunities outside of traditional tax work, making for a very competitive comp structure.
Key responsibilities:
• Provide strategic tax planning for high-net-worth individuals and families, including estate, trust, and gift tax considerations
• Serve as the lead contact for client relationships on all tax-related matters
• Research and advise on complex tax situations (multi-state, partnership, international, etc.)
• Ensure accurate and timely tax compliance
• Mentor and supervise junior team members
• Contribute to firm development and client service initiatives
What makes this opportunity stand out:
• A collaborative, relationship-driven environment
• The ability to take on more advisory work, not just compliance
• Opportunities for professional growth and increased income
• A stable firm with long-term, easy to work with client partnerships
What we're looking for:
• Bachelor’s degree in Accounting, Finance, or related field
• CPA license
• 5+ years of tax experience, preferably in public accounting or a similar client-facing environment
• Strong knowledge of individual income tax and high-net-worth client tax planning
• Experience with trusts, estates, and gift taxation
• Excellent communication and client relationship management skills
• Strong attention to detail and organizational skills
• Entrepreneurial mindset
If after reading this post you're thinking: "Wow, sounds like my dream job!" Reach out to me!
In addition to applying to the ad, give me a call or shoot over an email - the best candidates do both!
Lexi Jenkins
440-627-6901
Lexi@emeraldresourcegroup.com
Accounting
Finance, Accounting/Auditing, and Strategy/Planning
Full-time