Senior Tax Advisor
Company: Exemplar Companies
Employment Type: Seasonal, Full-Time
Location: Remote – South Florida (between Miami and West Palm Beach)
Seasonal Dates: January 4, 2027 – April 16, 2027
Work Schedule: Monday–Friday, 9:00 AM–5:00 PM
About the Role
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 the upcoming 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.
Key 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.
Required Qualifications
- 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 a broad range of tax returns, including 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.
Preferred Qualifications
- Bilingual or multilingual communication skills.
- Experience with CCH Axcess Tax and Bloomberg Income Tax Planner.
Compensation and Benefits
Compensation will be determined based on experience. Bonus or commission arrangements and benefits, if applicable, will be discussed during the hiring process.
Work Environment
The Senior Tax Advisor will work remotely and collaborate closely with the Director of Tax and the Client Success Coordinator. This role requires professionalism, discretion, and care when handling confidential client financial information.
Skills Required
- At least 5 years of experience preparing HNW and UHNW individual, business, corporate, and trust tax returns
- Active Certified Public Accountant license or Enrolled Agent 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, including effective collaboration in a remote team environment
- Ability to work the full seasonal schedule from January 4 through April 16, 2027
- Bilingual or multilingual communication skills
- Experience with CCH Axcess Tax and Bloomberg Income Tax Planner
What We Do
Exemplar Companies is an integrated professional services firm that helps businesses navigate tax, law, strategy, and capital needs through coordinated, holistic guidance. Rather than billing by the hour or delivering siloed advice, it emphasizes long-term client relationships and fixed, value-based pricing. Founded as a law firm, Exemplar has expanded into a multi-service advisory practice focused on helping organizations make decisions with a fuller view of their business.
