Senior Tax Strategist (CPA)

We are seeking a highly strategic and technically strong Senior Tax Strategist (CPA) to elevate our tax function beyond compliance. This role is designed for a professional who not only prepares and reviews complex tax returns but also serves as a trusted technical authority, guiding both clients and internal teams on sophisticated tax matters.

This professional will play a key role in shaping tax strategies, supporting international clients (especially foreign-owned entities operating in the U.S.) and ensuring the highest standards of compliance and advisory.

Your main responsibilities

Strategic Tax Advisory

• Act as a senior technical reference on complex tax matters, supporting decision-making across the business;
• Develop and recommend tax-efficient structures, especially for foreign-owned U.S. entities;
• Perform tax projections and scenario modeling to guide client strategies.

Complex Tax Preparation & Review

• Prepare and review advanced federal and state tax returns for: Individuals, C-Corps, S-Corps, partnerships, trusts and estates;
• Ensure accuracy, completeness, and compliance across all filings.

International & Foreign-Owned Entities

• Advise on tax implications for non-U.S. residents and foreign-owned companies operating in the U.S;
• Handle filings such as: Form 5472, Form 1120 / 1120-F and others;
• Support tax structuring for cross-border operations.

Research & Compliance

• Conduct deep research on evolving tax legislation and complex topics (e.g., nexus, SALT, international taxation);
• Ensure compliance with federal, state, and local regulations.

Client Leadership

• Serve as a primary point of contact for key clients;
• Build long-term, trust-based relationships.

Team Mentorship

• Provide guidance and mentorship to junior team members;
• Review work, provide feedback, and elevate overall team quality.

Process Improvement

• Identify and implement improvements in tax workflows, systems, and processes;
• Support scalability and efficiency of the tax function.

Minimum knowledge, skills & abilities required

• Education: Bachelor’s degree in Accounting or Finance (Master’s in Taxation is a plus)
• Certification: Active CPA license (mandatory)

Experience:

• 5–7+ years in public accounting or tax advisory
• Strong experience with complex tax scenarios and client advisory

Technical Skills:

• Advanced experience with tax software (e.g., Drake or similar)
• Strong Excel skills (e.g., pivot tables, VLOOKUPs)
• Experience with US GAAP-to-tax reconciliations

Core Competencies

• Strategic Thinking: Ability to go beyond compliance and influence tax positioning
• Technical Authority: Recognized as a go-to expert in complex tax matters
• Analytical Excellence: Strong attention to detail with complex datasets
• Communication: Ability to simplify complex tax concepts for clients and stakeholders
• Ownership & Autonomy: Operates independently with high accountability
• Deadline Management: Thrives in fast-paced, high-demand environments

You’ll stand out if you…

• Have experience with foreign-owned U.S. entities, international reporting (Forms 5471, 5472, etc.), state and local Tax (SALT), and R&D Tax Credits;
• Speak other languages, such as Portuguese or Spanish.