Senior Tax Advisor

Vintti is a cutting-edge staffing agency revolutionizing the way US companies build their teams. Leveraging advanced technology and embracing the power of remote work, we connect SMBs, startups, and firms across the United States with top-tier talent from Latin America. Our platform seamlessly integrates professionals into US business ecosystems, regardless of physical borders. Vintti operates on the principle of a borderless future of work, where skills and expertise trump geographical constraints.

A Senior Tax Advisor plays a critical role in providing strategic tax planning and compliance services for individuals and organizations. They are experts in tax regulations, ensuring that clients navigate the complexities of tax laws effectively. The role involves analyzing financial data, identifying tax-saving opportunities, advising on tax-related matters, and ensuring timely and accurate tax filings. By keeping abreast of changes in tax legislation, a Senior Tax Advisor helps clients minimize tax liabilities and optimize their financial strategies to achieve long-term objectives. Their expertise supports informed decision-making and financial health.

- Bachelor's degree in Accounting, Finance, or related field.
- Certified Public Accountant (CPA) or equivalent certification.
- Minimum of 5 years of experience in tax advisory or tax planning roles.
- Extensive knowledge of federal, state, and local tax laws and regulations.
- Proven experience in preparing and reviewing complex tax returns.
- Strong analytical and problem-solving skills.
- Proficiency in tax software and Microsoft Office Suite, especially Excel.
- Excellent communication and interpersonal skills.
- Ability to manage multiple priorities and meet deadlines.
- Strong attention to detail and accuracy.
- Experience in representing clients in audits and tax-related proceedings.
- Ability to mentor and train junior staff.
- Strong research skills and ability to interpret and apply tax laws.
- Experience in developing and implementing tax strategies.
- Ability to work collaboratively with other financial professionals.
- Strong business development skills and ability to contribute to proposals and client pitches.
- Excellent organizational and documentation skills.
- Commitment to ongoing professional development and staying current with tax regulations.
- High ethical standards and professionalism.
- Ability to provide clear and concise financial advice and recommendations.

- Review and analyze complex tax returns for accuracy and compliance.
- Advise clients on tax planning and tax-saving opportunities.
- Conduct in-depth research on tax laws and regulations.
- Prepare detailed tax reports and documentation for individual and corporate clients.
- Liaise with clients to gather information and provide updates on tax matters.
- Develop and implement tax strategies to optimize financial performance and reduce tax liabilities.
- Coordinate with other financial professionals such as accountants and auditors.
- Stay current with new tax laws and regulations and communicate changes to clients and staff.
- Represent clients in audits, hearings, and other tax-related proceedings.
- Manage and mentor junior tax staff, providing guidance and training.
- Utilize tax software to complete and file tax returns accurately and efficiently.
- Conduct evaluations of current processes and suggest improvements.
- Collaborate with internal teams for integrated tax planning and compliance.
- Draft and review technical tax memorandums and client correspondence.
- Participate in business development activities, including proposals and client pitches.
- Monitor and manage multiple client engagements and deadlines.
- Prepare and present financial advice and recommendations to clients.
- Address and resolve client inquiries and concerns promptly.
- Ensure thorough documentation of all tax advice and decisions.
- Analyze financial statements and other documents to prepare accurate tax calculations.

The ideal candidate for the Senior Tax Advisor position will have a Bachelor's degree in Accounting, Finance, or a related field, along with a Certified Public Accountant (CPA) or equivalent certification, coupled with a minimum of 5 years of experience in tax advisory or tax planning roles. They will possess an extensive understanding of federal, state, and local tax laws and regulations, demonstrated by their proven experience in preparing and reviewing complex tax returns. This candidate will exhibit a strong analytical mindset, proactive problem-solving abilities, and exceptional attention to detail and accuracy, ensuring that all tax matters are handled with precision and thoroughness. Their strong leadership and mentoring skills will be evident through their ability to manage and train junior staff effectively. They will excel in communication and interpersonal skills, capable of building and maintaining strong client relationships and collaborating seamlessly with other financial professionals. The ideal candidate will be highly adaptable to changing tax laws and regulations, showcasing strategic thinking in tax planning and optimization. Proficiency in tax software and the Microsoft Office Suite, especially Excel, is essential, along with strong organizational and time management skills to handle multiple priorities and meet critical deadlines. With a commitment to continuous professional development, a high level of integrity and ethics, and a client-focused approach, this individual will bring a results-driven and innovative mindset to the role, contributing significantly to business development activities and process improvements. Their ability to provide clear, concise financial advice and recommendations, coupled with a positive attitude and professional demeanor, will set them apart as a perfect fit for this position.

- Review and analyze complex tax returns for accuracy and compliance.
- Advise clients on tax planning and tax-saving opportunities.
- Conduct in-depth research on tax laws and regulations to ensure thorough understanding and accurate application.
- Prepare detailed tax reports and documentation for both individual and corporate clients.
- Liaise with clients to gather information and provide updates on tax matters.
- Develop and implement tax strategies to optimize financial performance and reduce tax liabilities.
- Coordinate with other financial professionals such as accountants and auditors to ensure comprehensive tax services.
- Stay current with new tax laws and regulations and communicate pertinent changes to clients and staff.
- Represent clients in audits, hearings, and other tax-related proceedings.
- Manage and mentor junior tax staff, providing guidance and training.
- Utilize tax software to complete and file tax returns accurately and efficiently.
- Conduct evaluations of current processes and suggest improvements for efficiency and compliance.
- Collaborate with internal teams to ensure integrated tax planning and compliance.
- Draft and review technical tax memorandums and client correspondence.
- Participate in business development activities, including contributing to proposals and client pitches.
- Monitor and manage multiple client engagements and deadlines.
- Prepare and present clear, understandable financial advice and recommendations to clients.
- Address and resolve client inquiries and concerns promptly and professionally.
- Ensure thorough documentation of all tax advice and decisions for internal records and client files.
- Analyze financial statements and other documents to prepare accurate tax calculations.

- Strong analytical mindset
- Proactive problem-solving abilities
- Excellent attention to detail and accuracy
- High level of integrity and ethics
- Strong leadership and mentoring skills
- Exceptional communication and interpersonal skills
- Ability to work independently and as part of a team
- High adaptability to changing tax laws and regulations
- Strategic thinking in tax planning and optimization
- Strong organizational and time management skills
- High proficiency in using tax software and Microsoft Office Suite
- Effective client management and relationship-building skills
- Commitment to continuous professional development
- Strong research capabilities for tax laws and regulations
- Ability to handle multiple tasks and meet critical deadlines
- Results-driven and client-focused approach
- Skilled in developing and presenting financial advice
- Positive attitude and professional demeanor
- Innovative mindset for process improvement

- Competitive salary range based on experience and qualifications
- Comprehensive health, dental, and vision insurance plans
- Retirement savings plan with employer matching contributions
- Generous paid time off (PTO) and holidays
- Flexible work hours and remote work options
- Professional development opportunities, including CPA reimbursement and continuing education support
- Performance-based bonuses and incentives
- Employee assistance programs for personal and professional support
- Wellness programs and gym membership discounts
- Life and disability insurance coverage
- Opportunities for career growth and advancement within the firm
- Collaborative and inclusive work environment
- Access to cutting-edge tax software and resources
- Networking opportunities with industry professionals
- Paid parental leave and family-friendly workplace policies
- Travel reimbursement and mileage allowance for client visits
- Employee recognition and rewards programs
- Company-sponsored events and team-building activities
- Access to financial planning and advisory services for employees
- Discounts on company services for employees and their families