Tax Senior, Remote
Posted: 08/26/2026
Employment Type:
Direct Hire
Industry: Accounting
Job Number: 19988
Pay Rate: 90,000
Job Description
Tax Senior
Our client has an immediate need for a Tax Senior. This is a remote direct hire opportunity.
Client Profile
Our client is a growing public accounting and financial advisory firm that operates as a full-service fractional family office. The organization supports clients across tax compliance, proactive tax planning, bookkeeping, payroll, wealth management, and broader financial advisory services.
The firm offers a more consultative environment than a traditional tax practice. Tax professionals are encouraged to understand the full financial picture of their clients, develop deeper advisory skills, and participate in sophisticated planning strategies while working within a highly collaborative team.
The culture emphasizes communication, efficiency, professional development, and work-life balance. Team members work closely together despite the remote structure, with frequent communication, educational meetings, and ongoing collaboration across client relationships.
Tax Senior Role
The Tax Senior will combine technical tax expertise with client relationship management and proactive tax planning responsibilities.
This position is heavily weighted toward tax review and client interaction. The Tax Senior will review complex individual and business returns, support higher-level tax planning, mentor junior team members, and gradually take ownership of approximately 20 to 30 key client relationships.
Responsibilities include:
• Review individual and business tax returns prepared by other members of the tax team
• Prepare more complex returns as needed, including 1040, 1120S, 1065, and C Corporation returns
• Evaluate returns beyond technical accuracy by identifying inconsistencies, planning opportunities, and issues based on knowledge of the client
• Participate in and ultimately lead quarterly and semiannual client meetings
• Discuss tax returns, projections, planning strategies, and financial questions directly with business owners and other senior client contacts
• Develop a comprehensive understanding of assigned clients, including their businesses, tax position, bookkeeping status, previous planning discussions, and broader financial relationships
• Prepare agendas and identify important issues or opportunities before client meetings
• Present tax strategies and recommendations in a clear and approachable manner
• Review work performed by Tax Associates and junior team members
• Provide technical feedback, coaching, and support to developing tax professionals
• Research federal and state tax matters and independently work through potential solutions
• Assist clients with tax notices and taxing authority matters as needed
• Collaborate with leadership and other team members on complex client situations and planning opportunities
• Maintain current knowledge of changes in federal and state tax regulations
There is no formal sales or business development quota associated with the position. The focus is on client service, relationship ownership, and advisory support.
Tax Senior Background Profile
• Bachelor’s or Master’s degree in Accounting
• CPA license required
• 3 or more years of public accounting tax experience
• Experience completing multiple tax seasons
• Strong experience preparing individual and business tax returns from beginning to end
• Experience with 1040, 1120S, 1065, C Corporation, and complex business returns
• Tax return review experience strongly preferred
• Ability to understand what a tax return is communicating rather than focusing solely on data entry and accuracy
• Strong client-facing communication experience
• Comfortable speaking with business owners, CFOs, executives, and other senior stakeholders
• Ability to explain complex tax concepts in a clear and approachable manner
• Strong initiative and ability to independently research questions and move work forward
• Ability to manage multiple priorities and client relationships successfully in a remote environment
• Collaborative, team-oriented approach
• Interest in developing deeper tax planning and advisory expertise
• UltraTax and CS Planner experience highly preferred but not required
Benefits and Features
• Remote work environment
• Discretionary quarterly bonus opportunity following eligibility requirements
• 100% employer-paid medical insurance premiums for employee, spouse, and dependents under the company-sponsored plan
• Voluntary dental and vision coverage
• 401(k) with traditional and Roth options
• 4% employer match
• Profit sharing
• Two weeks PTO
• 72 hours of annual sick leave
• Paid holidays
• Paid birthday off
• Four additional summer flex days
• Additional PTO based on tenure
• Tax season comp time
• Paid continuing education
• Company-provided technology and equipment
• Approximately 40-hour workweeks outside of busy season
• Busy season generally averages approximately 50 to 55 hours per week rather than the significantly longer hours common within traditional public accounting firms
Our client has an immediate need for a Tax Senior. This is a remote direct hire opportunity.
Client Profile
Our client is a growing public accounting and financial advisory firm that operates as a full-service fractional family office. The organization supports clients across tax compliance, proactive tax planning, bookkeeping, payroll, wealth management, and broader financial advisory services.
The firm offers a more consultative environment than a traditional tax practice. Tax professionals are encouraged to understand the full financial picture of their clients, develop deeper advisory skills, and participate in sophisticated planning strategies while working within a highly collaborative team.
The culture emphasizes communication, efficiency, professional development, and work-life balance. Team members work closely together despite the remote structure, with frequent communication, educational meetings, and ongoing collaboration across client relationships.
Tax Senior Role
The Tax Senior will combine technical tax expertise with client relationship management and proactive tax planning responsibilities.
This position is heavily weighted toward tax review and client interaction. The Tax Senior will review complex individual and business returns, support higher-level tax planning, mentor junior team members, and gradually take ownership of approximately 20 to 30 key client relationships.
Responsibilities include:
• Review individual and business tax returns prepared by other members of the tax team
• Prepare more complex returns as needed, including 1040, 1120S, 1065, and C Corporation returns
• Evaluate returns beyond technical accuracy by identifying inconsistencies, planning opportunities, and issues based on knowledge of the client
• Participate in and ultimately lead quarterly and semiannual client meetings
• Discuss tax returns, projections, planning strategies, and financial questions directly with business owners and other senior client contacts
• Develop a comprehensive understanding of assigned clients, including their businesses, tax position, bookkeeping status, previous planning discussions, and broader financial relationships
• Prepare agendas and identify important issues or opportunities before client meetings
• Present tax strategies and recommendations in a clear and approachable manner
• Review work performed by Tax Associates and junior team members
• Provide technical feedback, coaching, and support to developing tax professionals
• Research federal and state tax matters and independently work through potential solutions
• Assist clients with tax notices and taxing authority matters as needed
• Collaborate with leadership and other team members on complex client situations and planning opportunities
• Maintain current knowledge of changes in federal and state tax regulations
There is no formal sales or business development quota associated with the position. The focus is on client service, relationship ownership, and advisory support.
Tax Senior Background Profile
• Bachelor’s or Master’s degree in Accounting
• CPA license required
• 3 or more years of public accounting tax experience
• Experience completing multiple tax seasons
• Strong experience preparing individual and business tax returns from beginning to end
• Experience with 1040, 1120S, 1065, C Corporation, and complex business returns
• Tax return review experience strongly preferred
• Ability to understand what a tax return is communicating rather than focusing solely on data entry and accuracy
• Strong client-facing communication experience
• Comfortable speaking with business owners, CFOs, executives, and other senior stakeholders
• Ability to explain complex tax concepts in a clear and approachable manner
• Strong initiative and ability to independently research questions and move work forward
• Ability to manage multiple priorities and client relationships successfully in a remote environment
• Collaborative, team-oriented approach
• Interest in developing deeper tax planning and advisory expertise
• UltraTax and CS Planner experience highly preferred but not required
Benefits and Features
• Remote work environment
• Discretionary quarterly bonus opportunity following eligibility requirements
• 100% employer-paid medical insurance premiums for employee, spouse, and dependents under the company-sponsored plan
• Voluntary dental and vision coverage
• 401(k) with traditional and Roth options
• 4% employer match
• Profit sharing
• Two weeks PTO
• 72 hours of annual sick leave
• Paid holidays
• Paid birthday off
• Four additional summer flex days
• Additional PTO based on tenure
• Tax season comp time
• Paid continuing education
• Company-provided technology and equipment
• Approximately 40-hour workweeks outside of busy season
• Busy season generally averages approximately 50 to 55 hours per week rather than the significantly longer hours common within traditional public accounting firms
Job Requirements
• Bachelor’s or Master’s degree in Accounting
• CPA license required
• 3 or more years of public accounting tax experience
Additional Information
Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer: Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Meet Your Recruiter
Kathy Granger
Executive Recruiter
Kathy Granger as an Executive Recruiter leading our Accounting and Finance division. Kathy is a Texas-licensed CPA with over 20 years of experience in talent acquisition and professional services, bringing a rare combination of financial expertise and recruiting acumen to our team. She holds both a Master of Professional Accounting and a Bachelor of Business Administration from The University of Texas at Austin and launched her career in public accounting at Arthur Andersen and Ernst & Young before transitioning into executive search. As founder of her own successful search firm and former Vice President of Talent Acquisition at Independent Bank, Kathy has built a proven track record of placing C-suite executives, officers, and specialized professionals across multiple industries. Her CPA background gives her a deep understanding of the technical competencies and leadership qualities required for accounting and finance roles, while her consultative approach and commitment to quality ensures our clients receive only the most qualified candidates for their critical hiring needs.
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