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Senior Tax Advisor – Proactive Strategist

Business Advisory and Accounting Partners powered by Harness | Clearwater, FL | Hybrid, Remote, or In-Person

At Business Advisory and Accounting Partners powered by Harness, we do more than prepare tax returns — we help small business owners build financial futures. Since 1989, our firm has served as a trusted strategic tax advisory and business advisory partner for growth-minded businesses and high-performing individuals in Clearwater, throughout Tampa Bay, and across the country.

Our philosophy says it clearly: Any CPA firm can record history. Our firm helps you build a future.

We’re looking for a Senior Tax Advisor who believes tax planning should be proactive, strategic, and aligned with long-term business and personal goals. This is a role for a confident advisor who can turn tax compliance, tax review, and tax research into forward-looking tax strategy, financial clarity, and actionable business advice.

Your Role

Strategic Tax Advisory and Review

• Review and prepare complex federal, state, and local tax returns, including Forms 1120S, 1120, 1065, and 1040

• Lead tax review and quality control for business tax returns and individual tax returns

• Deliver proactive tax planning, strategic tax planning, and tax projections for business owners and closely held entities

• Identify tax savings opportunities related to entity structure, owner compensation, distributions, deductions, and multi-state tax exposure

• Use our proprietary Actionable Principles framework to uncover planning opportunities in real time

• Translate tax data, tax research, and financial results into clear business insights and practical next steps

• Align tax strategy with each client’s long-term business goals, cash flow planning, and wealth-building objectives

Leadership and Execution

• Oversee the preparation and review of complex returns at a senior, manager, and partner-review level

• Mentor, supervise, and develop junior staff, including both local and outsourced team members

• Manage workflow, deadlines, and review processes with a strong sense of ownership and accountability

• Support process improvement, review efficiency, and quality control across the tax team

• Resolve IRS notices, state tax notices, and client tax issues with a strategic, client-first mindset

• Collaborate across the firm to improve client experience, planning consistency, and advisory delivery

Client Advisory and Relationship Management

• Build trust-based relationships with small business owners, founders, and stakeholders

• Serve as a client-facing advisor who can communicate tax strategy, financial analysis, and planning recommendations in plain language

• Help clients understand the ROI of proactive tax planning, entity planning, and year-round advisory

• Deliver boardroom-level communication and confidence in conversations with business owners

• Treat each engagement as an opportunity to provide business advisory, not just tax compliance

Technology and Innovation

• Leverage AI tools, tax software, workflow software, and analytical tools to improve planning, efficiency, and service delivery

• Use technology to strengthen tax planning, client communication, project management, and internal workflow management

• Stay current on federal tax law, state tax developments, tax strategy trends, and modern advisory tools

Who You Are

• CPA, EA, or CPA-eligible

• 5+ years of experience in tax-focused public accounting

• Strong background in tax preparation, tax review, and tax planning for Forms 1120S, 1120, 1065, and 1040

• Experience with federal tax, state and local tax, partnership taxation, S corporation taxation, corporate tax, and individual tax returns

• Comfortable providing tax advisory and business advisory services to small business owners

• Skilled in tax research, multi-state tax matters, IRS resolution, and complex client problem-solving

• Strong leadership skills with experience mentoring staff and managing workflow

• Technologically savvy and comfortable using AI tools, practice management systems, tax software, and Excel

• Able to thrive in a hybrid, remote, or in-person environment with a high degree of autonomy

• Strategic, proactive, and confident in translating tax compliance into planning opportunities

Why Join Us

• Competitive compensation starting at $90,000+, based on experience and impact

• Health insurance allowance and 401(k) retirement plan

• Paid Continuing Education (CPE/CE) to support professional growth

• A mission-driven team culture built around innovation, accountability, and service

• The opportunity to join a national tax advisory and business advisory firm where clients see us as an investment, not an expense

• A platform to do meaningful, forward-looking advisory work instead of only reactive compliance

About Us

Business Advisory and Accounting Partners powered by Harness is a national tax advisory and business advisory firm focused on helping business owners maintain financial strength today while planning for long-term success. We work best with growth-minded businesses that want proactive tax planning, responsive guidance, and a structured advisory relationship that supports better decisions year-round.

Our clients benefit from an integrated approach that connects tax strategy, entity planning, financial modeling, and succession preparation into one cohesive plan. We help business owners treat their business as their most important investment.

Ready to Apply?

If you’re a senior-level tax professional who wants to combine tax expertise, business advisory, financial analysis, client relationship management, and proactive planning in one role, we’d love to hear from you.

Apply now and join a firm that looks forward — not backward.