Senior Tax Advisor
About The Position
CFO Associates is a fast-growing outsourced CFO and tax advisory firm with offices in Tampa, Florida, and San Juan, Puerto Rico. The firm partners with entrepreneurs and growing businesses to improve cash flow, reduce tax burden, and build long-term net worth. It has been recognized as one of Tampa's Best Places to Work and as a Tampa Bay Business Journal Fast 50 honoree in 2025 and 2026. The Senior Tax Advisor delivers tax preparation, review, and advisory services to clients. This role prepares and reviews complex tax returns, serves as a trusted advisor to a client portfolio, leads tax strategy discussions, and manages multiple complex engagements. The ideal candidate has experience serving distribution and e-commerce clients. The advisor also supports junior team members, contributes to operational improvements, and collaborates across Tax Advisory Services (TAS) and Client Accounting Services (CAS) teams.
Requirements
- At least 5 years of tax accounting and advisory experience; public accounting experience is strongly preferred.
- Advanced knowledge of federal and state tax compliance and tax planning.
- Experience preparing and reviewing tax returns for accuracy and completeness.
- Ability to communicate complex tax topics clearly to clients.
- Experience with multiple entity types and high-complexity returns.
- Ability to manage multiple client engagements and deadlines.
Nice To Haves
- CPA or EA credential; strongly preferred.
- Prior experience serving distribution and e-commerce clients; strongly preferred.
- Experience with multi-state and/or international tax issues.
- Experience with advisory-focused tax planning.
- Familiarity with workflow or task tools such as Karbon.
- Strong documentation and process improvement mindset.
Responsibilities
- Serve as the primary advisor for a portfolio of clients and build trusted long-term relationships.
- Lead year-round tax planning, including quarterly reviews and strategic recommendations.
- Identify tax-saving opportunities by analyzing complex financial and business data.
- Lead client meetings and communicate tax strategies clearly and practically.
- Research complex tax issues and translate technical guidance into actionable recommendations.
- Prepare and review complex federal, state, and local tax returns for individuals, C corporations, S corporations, partnerships, trusts, estates, fiduciaries, and exempt organizations.
- Prepare and review complex multi-state and international tax filings.
- Maintain high-quality preparation and review standards through consistent workflows and best practices.
- Respond to IRS, state, and local tax notices, audits, and other tax authority inquiries.
- Support compliance projects involving property tax, sales and use tax, and business tax matters.
- Prepare correspondence and communicate directly with tax authorities.
- Mentor and support junior team members through technical guidance and return reviews.
- Contribute to improvements in firm processes, workflows, and documentation.
- Collaborate across TAS and CAS teams to deliver client service.
- Participate in firm-sponsored training and continuing professional development.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
