Senior Tax Advisor - Enrolled Agent

Trivium

3d•$50 - $80•Remote

About The Position

The Senior Tax Advisor owns a portfolio of entrepreneur relationships and leads recurring tax-planning conversations. The advisor learns each client’s business, financial position, and goals; identifies planning opportunities and risks; explains recommendations clearly; and ensures recommendations move into the firm’s technical review and implementation workflows. The role works alongside the Senior Tax Manager, accounting, customer-success, and operations teams. It focuses on client advice and relationship-building rather than tax-return production or personally implementing every recommendation. The advisor is expected to recognize opportunities, ask appropriate questions, communicate confidently with business owners, and escalate matters for technical review when needed. The position is fully remote in the U.S., part-time to full-time, and structured as a 1099 independent contractor role.

Requirements

Active Enrolled Agent (EA) credential in good standing with the IRS.
3–7+ years of tax, accounting, or tax-advisory experience.
Strong understanding of closely held businesses, S corporations, and individual taxation.
Ability to read profit-and-loss statements, tax returns, balance sheets, and financial projections.
Excellent verbal communication skills and ability to explain complicated tax concepts to business owners.
Comfort advising ambitious entrepreneurs, many of whom are in their 20s–40s.
High urgency and proactive communication.
Strong judgment about when to advise, investigate further, or escalate.
Comfort working within structured processes.
Strong presence on Zoom and video.
Low ego and ability to collaborate with technical specialists, accountants, customer-success staff, and operations.

Nice To Haves

Enjoys working with business owners and is curious about how their businesses make money, change, and relate to tax planning.
Can quickly understand an entrepreneur's situation, identify important issues, and explain next steps without making the conversation feel like a tax lecture.
Proactive rather than reactive.
Uses sound judgment to recognize when an issue matters and involves a technical specialist when appropriate.

Responsibilities

Lead recurring tax-strategy and advisory calls with clients.
Review client financials, projections, prior-year tax returns, and previous recommendations before meetings.
Identify tax-planning opportunities, risks, and matters requiring deeper review.
Explain complex tax concepts in clear, practical language.
Translate client meetings into clear, actionable plans.
Route technical or complex issues to the Senior Tax Manager.
Ensure recommendations enter the firm's implementation workflow.
Proactively contact clients when financial or business changes create planning opportunities.
Record short Loom or video explanations when useful.
Build trusted, long-term relationships with a portfolio of entrepreneurs.
Help improve the advisor playbook based on recurring client situations and conversations.