Senior Tax Planning Advisor

Job overview

The Senior Tax Planning Advisor role is based in Atlanta, GA, with the posting requiring candidates to be within reach of Atlanta; work arrangement is not specified. Base pay starts at $100,000 per year, with a $10,000 retention bonus. Prosperl CPA’s stated mission is to create financial freedom for entrepreneurs through advanced tax planning. The role moves beyond traditional compliance work to develop and implement tax-reduction strategies for a client portfolio. It combines client advising, tax projections, coordination with the compliance team, and coaching junior staff to support client savings and compliant execution.

What you'll do

• Coach clients on tax deduction strategies
• help implement and maintain foundational tax-reduction strategies while maintaining compliance
• advise on advanced tax strategies, investments, and decisions
• project tax implications
• collaborate with the tax compliance team on reporting and elections
• coach staff on client engagements
• communicate proactively with clients
• and assist with tax return review when needed.

What we're looking for

Skills & competencies

senior tax planning advisor

tax planning

tax advisory

cpa

enrolled agent

entrepreneur clients

tax projections

client strategy

atlanta ga

prosperl cpa

$100k+

$10k retention bonus

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k), 401(k) matching, dental insurance, health insurance, paid time off, vision insurance, and a $10,000 retention bonus.

Why this role

The posting requires a CPA or EA and at least two years of tax experience. The role includes client meetings, twice-monthly training with industry leaders, and a three-day company retreat.

About the employer

Prosperl CPA is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.