Responsibilities

Serve as primary tax advisor for dental practice owners, integrating tax planning with accounting and advisory insights.
Partner closely with Business Advisors (former CFOs/Controllers) to deliver holistic client solutions across budgeting, forecasting, productivity analysis, and profitability strategies.
Prepare and review complex returns, including corporate, partnership, trust, and high-net-worth individual filings, while providing proactive tax planning.
Respond to client tax notices and represent clients before tax authorities when needed.
Lead client Zoom meetings with professionalism and confidence; draft polished, business-level communications.
Operate as a peer-level professional, strengthening the leadership bench and sharing responsibility for client outcomes.

Qualifications

Active CPA license
7–12+ years of public accounting tax experience, with 3+ years as a manager
Demonstrated ability to independently manage client relationships and deliver proactive advice
Excellent communication skills and polished business writing
Experience advising professional service firms (healthcare or dental ideal)
Experience with the Thomson Reuters software suite, including UltraTax
Strong commitment to integrity, confidentiality, and high-quality client service

Job Type: Full-time

Pay: $110,000.00 - $135,000.00 per year

Benefits:

Work Location: Remote

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