Senior Tax Planner

Full Time

$150,000 to $200,000

Hybrid, with regular in-office days

Role

As a Senior Tax Advisor at Entrepreneur Advisors, you will serve as a trusted strategic partner to business owners, helping them reduce tax liability, improve cash flow, and make confident financial decisions. This role is ideal for an experienced tax professional who enjoys working directly with entrepreneurs and understands that tax planning is about strategy - not just compliance.

At Entrepreneur Advisors, we specialize in proactive tax advisory for growth-minded business owners. We hold ourselves to a high standard of professionalism, clarity, and client care. Our advisors are expected to think critically, communicate clearly, and act in the client’s best interest at all times.

In this role, you’ll lead tax strategy conversations, design and implement customized tax plans, and guide clients through complex decisions with confidence. You’ll collaborate closely with internal teams to ensure strategies are executed correctly and clients feel supported every step of the way. This is not a high-volume, transactional role. It’s about delivering real value and building long-term client relationships.

Key Responsibilities

Lead tax strategy calls with business owners and provide proactive, customized tax planning
Analyze client financials, entity structures, and tax returns to identify savings opportunities
Design and oversee implementation of advanced tax strategies (entity optimization, compensation planning, deductions, credits, etc.)
Clearly explain complex tax concepts in a way business owners can understand and act on
Maintain detailed, accurate notes and documentation in the CRM for each client
Collaborate with internal teams to ensure smooth execution of tax strategies
Stay current on tax law changes and assess their impact on clients proactively
Serve as a primary point of contact for assigned advisory clients
Participate in internal training, strategy reviews, and process improvement discussions

Results

Clients clearly understand their tax strategy and next steps after every interaction
Tax strategies are properly documented and handed off for execution without friction
High client satisfaction and retention across advisory engagements
Accurate, up-to-date CRM records by end of day
Strong internal communication so all team members are aligned on client expectations
Advisor remains up to date on tax law changes and firm strategy offerings

Requirements

JD or 5+ years of experience in tax planning and/or public accounting
Strong understanding of business taxation (entities, owners, and multi-entity structures)
CPA or EA designation strongly preferred
Confident communicator on phone and video with business owners
Strategic mindset with attention to detail
Self-sufficient and able to manage multiple client relationships
Organized, process-oriented, and comfortable working in a CRM
Growth-minded and open to learning new strategies and systems

Location

Office-centered role (UT)

Compensation

$150,000 to $200,000

Benefits

Unlimited PTO - Prioritize work-life balance with flexible time off
Remote work days - Enjoy the option to work remotely 4 days each month
Insurance reimbursement

Mission Statement

We help entrepreneurs build secure, long-term wealth by delivering proactive, honest, and clear guidance that reduces taxes and increases financial stability and confidence.

Core Values

Advocacy & Integrity

We operate with integrity and honesty. We own our mistakes and refuse to over‑promise. We never recommend strategies or referrals for hidden commissions, and we avoid risky 'zero tax' gimmicks that undermine long-term wealth. Our guidance is unbiased, client-centered, and focused on true financial freedom.

Client‑First Experience

Client experience is paramount. Our job is to lift a load off our clients. We meet clients with understanding, not judgment, and create a smooth, easy, and exceptional experience—even when it’s less convenient for us. We are selective about who we work with, but once someone is a client, they receive respect, appreciation, and white‑glove service.

Elite Communication

We strive to be elite communicators. Internally, everyone knows where they stand, how they contribute, and where they can grow. Externally, clients clearly understand what we’re doing, when, and why. We communicate proactively, translate complexity into clarity, and take responsibility for ensuring nothing falls through the cracks.

No Jerks

We only work with people we enjoy - team and clients alike. We expect kindness, accountability, positivity, and self‑motivation. We uplift each other and avoid negativity, drama, rudeness, or chronic pessimism. A great workplace is part of the win.

Living Firm

We are building a business that improves and evolves like a healthy organism. The firm should grow, adapt, and operate independently of any one person - including the founder. Our systems, culture, and incentives are designed so the firm thrives even if someone steps away for a month, a year, or forever.

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