[Hiring] Senior U.S. Individual Tax Advisor @Somewhere

Role Description

Our growth is limited by senior technical capacity, not demand. Every high-net-worth engagement needs someone who can take a complex individual return from preparation through review, build the projection behind it, and spot the planning opportunity a less experienced preparer would miss.

You will work directly with our Chief Tax Advisor on client matters, and you will be trusted to produce work that is ready for a client, not just ready for review.

Key Responsibilities

• Complex Individual Tax Compliance
  • Prepare and review complex Form 1040 returns for high-net-worth clients, including multistate filings, K-1 heavy returns, and investment reporting from consolidated 1099s.
  • Prepare and review gift (Form 709) and fiduciary (Form 1041) returns as engagements require.
  • Manage extensions, estimated payments, and state and local filings across a book of client engagements.
• Tax Planning and Projections
  • Build annual tax projections and estimated payment schedules, and update them as income and transactions change.
  • Prepare multi-year tax and cash-flow projections that show clients the impact of a recommended strategy.
  • Identify tax-reduction opportunities, including entity and S-corp decisions, real estate strategies, income timing, and retirement and deferral strategies.
• Technical Research and Written Advice
  • Research federal and state tax questions and reach a clear, supportable position.
  • Write concise recommendation memos and client-ready explanations that a non-accountant can act on.
• Review and Quality Control
  • Perform detailed review of returns and workpapers prepared by other team members.
  • Coach and give feedback to junior preparers, and help maintain review checklists and firm standards.
• Notices and Client Support
  • Draft responses to IRS and state notices and inquiries.
  • Join client and advisor calls when a technical question needs a senior voice.

Qualifications

• At least 2 years with a Big 4 firm (Deloitte, PwC, EY, or KPMG), including their U.S. tax delivery centers, working on U.S. individual tax.
• 6+ years of total U.S. tax experience, with the majority of that time on individual (Form 1040) returns.
• Direct experience with high-net-worth individual returns, including investment reporting, K-1s, and multistate filings.
• Proven experience reviewing returns and workpapers prepared by others, not only preparing them.
• Hands-on experience building tax projections and estimated tax calculations.
• Working proficiency in at least one professional tax platform (CCH Axcess, UltraTax, GoSystem, or Lacerte) and a research tool such as Checkpoint or Bloomberg Tax.
• Clear, professional written English suitable for client-facing memos and emails.
• Able to work full-time U.S. business hours with Pacific Time overlap.

Preferred Qualifications

• Enrolled Agent, U.S. CPA, or equivalent professional credential.
• Experience preparing or reviewing gift (Form 709) and fiduciary (Form 1041) returns.
• International individual reporting: FBAR, Forms 8938, 1116, and 8621.
• Post-Big 4 experience with a U.S.-based CPA or advisory firm, working directly with clients.
• Familiarity with S-corp and partnership returns (Forms 1120-S and 1065) as they relate to owner-level planning.
• Experience leading or mentoring a team of preparers.
• Comfort using SurePrep or AI research tools such as TaxGPT to speed up work without outsourcing judgment.

Ideal Candidate Profile

• A Big 4-trained individual tax specialist who has moved past preparation into review, planning, and judgment calls.
• Comfortable owning a complex high-net-worth return end to end and standing behind the result.
• Someone who sees a projection as the start of a planning conversation, not the end of a compliance task.
• A clear writer who can explain a technical position to a founder in a few plain paragraphs.
• Self-directed and calm under deadline pressure, with the discipline to keep quality high in peak season.
• Interested in a long-term seat on a small team where your expertise is visible and valued.

Why Join Us

• Planning, not volume. Our clients pay for strategy, so your work goes beyond processing returns to shaping real financial outcomes.
• Direct access to leadership. You work with the Chief Tax Advisor on live client matters, not through layers of management.
• A peer-level team. You join another senior Big 4 advisor, so you have a technical sparring partner from day one.
• Room to grow. As the firm scales, senior advisors take on more review ownership, mentoring, and client-facing work.