Senior Tax Advisor

Exemplar Companies • North Palm Beach, FL

8d • Remote

About The Position

Exemplar Companies is seeking an experienced Senior Tax Advisor to support individual and business tax engagements for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients during tax season. This is a seasonal, full-time remote position for a tax professional with strong technical tax knowledge, attention to detail, and a collaborative, client-focused approach. The seasonal dates are January 4, 2027, through April 16, 2027. The work schedule is Monday through Friday, 9:00 AM–5:00 PM. The position is remote in South Florida, between Miami and West Palm Beach.

The role involves preparing a broad range of tax returns, working directly with clients, analyzing financial documentation, and coordinating engagements with the Director of Tax and Client Success Coordinator. The Senior Tax Advisor must handle confidential client financial information with professionalism, discretion, and care.

Requirements

• At least 5 years of experience preparing HNW and UHNW individual, business, corporate, and trust tax returns.
• Active Certified Public Accountant (CPA) license or Enrolled Agent (EA) credential.
• Experience preparing Forms 1040, 1040-NR, 1065, 1120, 1120-S, and 1041.
• Strong technical tax knowledge, attention to detail, organization, and commitment to quality.
• Strong communication and client-service skills, with the ability to work effectively in a remote team environment.
• Ability to work the full seasonal schedule from January 4 through April 16, 2027.

Nice To Haves

• Bilingual or multilingual communication skills.
• Experience with CCH Axcess Tax and Bloomberg Income Tax Planner.

Responsibilities

• Prepare individual, business, corporate, and trust tax returns for HNW and UHNW clients.
• Prepare federal tax returns, including Forms 1040, 1040-NR, 1065, 1120, 1120-S, and 1041.
• Work directly with clients to gather information, clarify tax-related questions, and support accurate, timely filing.
• Analyze financial information and supporting documentation to identify issues and ensure complete, accurate returns.
• Use tax preparation and tax-planning software to support return preparation and planning activities.
• Collaborate with the Director of Tax and Client Success Coordinator to coordinate client engagements and meet deadlines.
• Participate in team meetings and ongoing training as needed.
• Handle confidential client financial information with professionalism, discretion, and care.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed