Senior Tax Advisor - Sarasota, FL

Job DescriptionTired of the long hours in public accounting? Feeling stuck in an industry role with little to no upward mobility?We're partnering with a well-established, highly respected wealth advisory firm in Sarasota, Florida that might be the next step you're looking for.Founded in 2002, the firm also has offices in Columbus and Lancaster, Ohio, and continues to grow with a strong reputation and client base.This opportunity is ideal for someone with a strong background in individual tax planning who's looking to step into a more strategic, client-focused role. One unique perk of joining this team: the ability to become a Registered Investment Advisor (RIA) - opening the door to additional income opportunities outside of traditional tax work.Key responsibilities:Provide strategic tax planning for high-net-worth individuals and families, including estate, trust, and gift tax considerationsServe as the lead contact for client relationships on all tax-related mattersResearch and advise on complex tax situations (multi-state, partnership, international, etc.)Ensure accurate and timely tax complianceMentor and supervise junior team membersContribute to firm development and client service initiativesWhat makes this opportunity stand out:A collaborative, relationship-driven environmentThe ability to take on more advisory work, not just complianceOpportunities for professional growth and increased incomeA stable firm with long-term client partnershipsWhat we're looking for:Bachelor's degree in Accounting, Finance, or related fieldCPA license5+ years of tax experience, preferably in public accounting or a similar client-facing environmentStrong knowledge of individual income tax and high-net-worth client tax planningExperience with trusts, estates, and gift taxationExcellent communication and client relationship management skillsStrong attention to detail and organizational skillsEntrepreneurial mindsetIf after reading this post you're thinking: "Wow, sounds like my dream job!" Reach out to me!In addition to applying to the ad, give me a call or shoot over an email - the best candidates do both!Lexi Jenkins440-627-6901