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Multiply Advisors

Multiply Advisors

via Indeed

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US Senior Tax Accountant/Strategist

Anywhere
Full-time
Posted 11/28/2025
Verified Source
Key Skills:
Tax Preparation
Tax Planning
Client Relationship Management
Federal and State Tax Law
Workflow Optimization
Tax Software Proficiency

Compensation

Salary Range

$87K - 120K a year

Responsibilities

Prepare and review tax returns, provide proactive tax planning and strategic advice, manage client relationships, and improve workflows and technology use.

Requirements

4-7 years public accounting tax experience, Enrolled Agent certification required, CPA preferred, strong tax law knowledge, client management skills, and tech-savviness.

Full Description

Position: Senior Tax Accountant/Strategist Location: Fully Remote (United States) Reports To: CEO Before You Scroll Past… We’re building an insanely proactive, tech-forward tax practice for the future — and this role is for someone who wants to be a key player in making that happen. If the question “What did we do last year?” makes your skin crawl… you’re our kind of person. If you’re endlessly curious, always hunting for a smarter way, and love turning strategy into tangible client impact… this is your platform to play, grow, and build your story. This isn’t a compliance-only seat. This is a high-impact, client-facing (if you like), strategy-heavy role where your insights, execution, and thought leadership shape the future of our firm. About Multiply Advisors: Multiply Advisors helps high-net-worth individuals and U.S. business owners get clarity and confidence in their finances. We combine tax strategy, accounting expertise, and modern tech to deliver insights that go beyond compliance. We’re a <2-year-old, fast-growing firm with a bold vision: ☑ Build a proactive, tech-enabled tax practice ☑ Deliver strategic, high-value solutions for high-net-worth clients We move fast, think ahead, and care deeply about the work we do. Role Summary: As our Senior Tax Accountant/Strategist, you’ll act as a core function in our tax department. • Some days you’re preparing and reviewing tax returns • Some days you’re advising clients on entity structuring and proactive planning • Some days you’re refining workflows and improving client experiences and brainstorm with the leadership team You don’t just execute — you think ahead, influence strategy, and deliver measurable client impact. Your Typical Day at Work: ☑ Review and prepare individual, corporate, partnership, and a few trust tax returns, ensuring federal and state compliance ☑ Provide proactive, year-round tax planning and strategic advice for clients ☑ Conduct research on complex tax issues and identify opportunities for optimization ☑ Communicate insights and strategies clearly to clients ☑ Collaborate with leadership to refine departmental best practices and workflows ☑ Leverage technology to increase efficiency and accuracy across tax planning lifecycle ☑ Own client relationships, guiding expectations and delivering high-value outcomes Key Responsibilities: ☑ Client Tax Strategy & Advisory ✔ Serve as strategic advisor ✔ Advise on entity structuring, proactive planning, and wealth-growing strategies ✔ Translate complex tax laws into actionable, easy-to-understand guidance ☑ Tax Compliance & Execution ✔ Prepare and review individual, corporate, partnership, and trust returns ✔ Ensure federal and state compliance ✔ Assist clients with IRS and state notices ☑ Practice & Workflow Innovation ✔ Streamline processes and implement best practices ✔ Introduce technology and tools to enhance efficiency and client service ✔ Collaborate with leadership to shape the firm’s growth and strategy Role Characteristics: ☑ Proactive Tax Strategist: Anticipate client needs, identify opportunities, and mitigate risks before they arise. ☑ High-Impact Advisor: Turn complex tax law into actionable, wealth-building strategies that deliver measurable results. ☑ Client-Centric Innovator: Build trusted, high-value relationships and consistently enhance client experience. ☑ Workflow & Systems Savvy: Optimize processes, leverage technology, and improve accuracy and efficiency across the tax planning lifecycle. ☑ Ownership & Accountability: Make independent decisions, drive outcomes, and take responsibility for both client and firm success. ☑ Calm & Confident Under Complexity: Thrive in high-pressure situations and navigate complex client scenarios with composure. ☑ Growth-Oriented Thought Leader: Continuously expand your expertise while shaping the firm’s strategic tax direction and culture. Required Qualifications: • ☑ Enrolled Agent (EA) required • ☑ Active CPA or in final stages of licensure preferred • ☑ 4–7 years of public accounting experience with a focus on tax • ☑ Proven ability to manage client relationships proactively • ☑ Deep understanding of federal and state tax law • ☑ Tech-savvy and comfortable using multiple tax and workflow tools Preferred Qualifications: • ☑ Experience advising on tax planning • ☑ Expertise in proactive tax planning, entity structuring, and strategic advising • ☑ Experience in a startup or entrepreneurial environment • ☑ Comfortable improving workflows, processes, and systems Tools You’ll Use: Tax Preparation & Filing: • Proconnect Tax • ProAdvisor Planning • TaxPlaniQ • Tax Maverick Tax Research & Analysis: • BlueJay Tax Research • Stanford Tax Organizer Client Management & Workflow: • TaxDome • Juno Tax Assistance Working Conditions & Management Expectation: • ☑ Full-time, Permanent Remote Setup • ☑ Flexible Schedule with Collaboration Windows: Manage your workflow on Mondays - Thursdays, overlapping Eastern Time hours for team collaboration and client meetings. • ☑ Friday is fully flexible while meeting all deadlines Compensation & Benefits: • ☑ Salary: $87,000–$120,000/year + revenue sharing • ☑ % of profitable tax work + % of tax planning/implementation revenue • ☑ Opportunity to shape a modern, proactive tax practice • ☑ Career growth aligned with the firm’s rapid expansion Ready to Apply? Here’s How We Hire: 1️ Apply: Submit your resume and a brief intro video (2–3 mins) 2️ Interview: Meet directly with the COO & CEO to discuss strategy, client impact, and fit 3️ Offer: If it’s a mutual fit, we move fast to get you onboarded Job Type: Full-time Pay: $87,000.00 - $120,000.00 per year Benefits: • Flexible schedule • Profit sharing • Work from home Application Question(s): • What are you looking for in the next step of your career? • Where do you think you could make the biggest impact if you joined our team? • Why are you interested in this role and our company specifically? • What are the top 2 tax return software programs you have the most experience with? Work Location: Remote

This job posting was last updated on 12/3/2025

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