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Personal Tax Advisor Jobs (NOW HIRING)

Tax Alchemy

Tax Pro

Irvine, CA · On-site +1

$75K - $100K/yr

Knowledge of corporate and personal tax planning strategies Key Responsibilities * Serve as the main point of contact and trusted advisor for a defined client portfolio, managing communications ...

WSFS Bank

Tax Manager, Personal Tax Services

Berwyn, PA · On-site

$92K - $152K/yr

The Tax Manager, Personal Tax Services, will be responsible for the preparation of complicated ... Work directly with advisors on their client matters and tax preparation process. * Maintain a ...

WSFS Bank

Tax Manager, Personal Tax Services

Berwyn, PA · On-site

$92K - $152K/yr

The Tax Manager, Personal Tax Services, will be responsible for the preparation of complicated ... Work directly with advisors on their client matters and tax preparation process. * Maintain a ...

Wsfsbank

Tax Manager, Personal Tax Services

Berwyn, PA · On-site

$92K - $152K/yr

The Tax Manager, Personal Tax Services, will be responsible for the preparation of complicated ... Work directly with advisors on their client matters and tax preparation process. * Maintain a ...

Wsfsbank

Tax Manager, Personal Tax Services

Berwyn, PA · On-site

$92K - $152K/yr

The Tax Manager, Personal Tax Services, will be responsible for the preparation of complicated ... Work directly with advisors on their client matters and tax preparation process. * Maintain a ...

WSFS Bank

Tax Manager, Personal Tax Services

Devon, PA · On-site

$92K - $152K/yr

The Tax Manager, Personal Tax Services, will be responsible for the preparation of complicated ... Work directly with advisors on their client matters and tax preparation process. * Maintain a ...

YO AI Labs

Tax Advisor (CPA) - Remote

Boston, MA · Remote

$50 - $110/hr

Tax Advisor (CPA) Job Type: Contractor (Part Time) Location: Remote (US Only) Job Overview We are ... Strong experience with personal and small business tax returns. * Knowledge of current federal tax ...

YO AI Labs

Tax Advisor (CPA) - Remote

Seattle, WA · Remote

$50 - $110/hr

Tax Advisor (CPA) Job Type: Contractor (Part Time) Location: Remote (US Only) Job Overview We are ... Strong experience with personal and small business tax returns. * Knowledge of current federal tax ...

YO AI Labs

Tax Advisor (CPA) - Remote

Austin, TX · Remote

$50 - $110/hr

Tax Advisor (CPA) Job Type: Contractor (Part Time) Location: Remote (US Only) Job Overview We are ... Strong experience with personal and small business tax returns. * Knowledge of current federal tax ...

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Personal Tax Advisor information

See salary details

$26.5K

$87K

$128.5K

How much do personal tax advisor jobs pay per year?

As of Sep 14, 2026, the average yearly pay for personal tax advisor in the United States is $87,022.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,000.00 and $101,000.00 per year, depending on experience, location, and employer.

What are popular job titles related to Personal Tax Advisor jobs?

For Personal Tax Advisor jobs, the most frequently searched job titles are:

Tax Pro

Irvine, CA • On-site, Remote

Tax Alchemy
See more jobs at Tax Alchemyexternal

$75K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

Job description

Tax Pro
Department: Tax Advisory
Employment Type: Full Time
Location: Remote
Compensation: $75,000 - $100,000 / year
Description
**Applications will be reviewed on a rolling basis**
We are seeking a proactive and client-facing Tax Pro to engage directly with our clients on tax planning for strategic wealth planning. The ideal candidate will be knowledgeable in business and personal tax, finance, bookkeeping, investments, and tax planning strategies. A key aspect of this role is acting as the primary point of contact for all clients in the Tax Advisory team. The position will work with other members of the Tax Advisory team, under the direction and supervision of the Senior Tax Strategist.
Minimum Qualifications
  • 3-5 years of experience in tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses
  • Bachelor's degree in Accounting, Finance or a related field
  • Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred
  • Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CRM platforms, CS Planner, UltraTax, etc.)
  • Knowledge of corporate and personal tax planning strategies

Key Responsibilities
  • Serve as the main point of contact and trusted advisor for a defined client portfolio, managing communications, inquiries, and expectations regarding tax strategy and planning projects
  • Lead quarterly client meetings and calls to discuss financial data, identify tax-saving opportunities, and present complex planning recommendations clearly and concisely to non-financial audiences
  • Work with clients to understand their business objectives, major transactions, investment goals, and family wealth structure, translating these facts into actionable tax strategies
  • Conduct in-depth research on technical tax issues (federal and multi-state), documenting findings in formal memoranda
  • Coordinate with clients and team members to design and execute complex tax planning strategies, including entity restructuring, disposition analysis, transaction planning, and year-end tax projections
  • Respond to client communications thoroughly and timely using dedicated channels
  • Maintain CRM platforms with updated client information, proactively managing tasks and project deadlines
  • Draft and update deliverable documentation for client reference and review
  • Develop systems and processes for enhancing client experience

Skills, Knowledge and Expertise
  • Proven ability to build and maintain trust-based relationships with clients, managing expectations and fostering loyalty
  • Superior ability to manage complex engagements, organize client documentation, track milestones, and ensure company-wide deadlines are met on assigned projects
  • Demonstrated skill in working collaboratively with internal teams and external stakeholders
  • Exceptional public speaking and written communication skills; ability to convey confidence and clarity when advising clients
  • Superior analytical skills required to interpret complex fact patterns and provide actionable recommendations
  • Proven ability to handle high-net work individual and business financial data with the utmost confidentiality and integrity
  • Self-motivated and capable of independently driving client engagements forward

Benefits
  • Remote work
  • Medical, dental, vision, life, and voluntary life insurance
  • 401(k) with company match
  • Paid vacation and sick days
  • Paid holidays
  • Continuing education
  • Teambuilding events

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