222 Taxes jobs in South Africa

Overview

Tax Advisor

• Chartered Accountant (SA) or BCom (Accounting), with 1-3 years post articles experience within a tax practice
• Corporate, compliance and tax dispute resolution experience
• Multi-disciplinary tax experience, international tax experience and deferred tax experience would be an advantage
• High academic achiever, with proven numeracy and language skills
• Completion of a post graduate diploma or degree in taxation is a pre-requisite – if this is not already completed, it will be a condition of employment

• Working as part of a team providing assistance to clients on a variety of matters within a specialised tax practice
• Preparing or reviewing tax calculations and tax returns
• Furnishing opinions and advice for clients on various tax issues, including legal and tax research
• Providing tax related input on transaction structures, including in a cross-border context
• Providing tax related drafting support and commentary on legal documents

Initiative, enthusiasm and optimism

• Acting without prompting but aware of risks
• Takes action to achieve goals beyond what is required
• Optimistic in handling challenges and setting out for the best outcomes
• Genuinely engage with clients and colleagues in an enthusiastic manner
• Taking responsibility in all matters in which you are involved
• Taking pride in excellence of work done

Perseverance and resilience

• Ability to work well under pressure without compromising work quality or standards.
• Ability to move past obstacles to achieve end results in an efficient and professional manner.
• Ability to recover quickly from setbacks.

Results driven

• Uncompromising attitude to service delivery.
• Delivery of results even under heavy pressure.
• Ability to handle high volumes as well as meet deadlines, with the view to adding value to the business by delivering the required results.

Team player

• Working together with colleagues and staff to enhance the team’s overall performance
• Leveraging off team synergies and to ensure a productive, efficient and caring work environment

Ethical

• Displays honesty and integrity at all times

Client Focus

• Dedicated to understanding and meeting the expectations and requirements of clients.
• Obtains the necessary information from clients and utilises the information for the delivery of service to the client.
• Establishes and maintains effective relationships with clients.

Work Standards

• Sets high goals or standards of performance for self, producing work timeously, accurately and of a consistently high standard.
• Able to work according to a fee budget.

Planning and organizing

• Set priorities, manage schedules and plan accordingly in a constantly pressurised environment.

Technical skills

• Possesses the tax technical skill to research, interpret and argue legal points, in order to deliver excellent tax opinions, transaction structures and legal documents.
• Strong critical reasoning
• Ability to apply theory in a practical and commercially astute manner

Business and financial skills

• Possesses the necessary commercial understanding of client requirements in order to deliver excellent client service
• Ability to utilise information from financial statements or other accounting records, within the context of tax computations, tax returns, tax opinions or tax due diligences (on-the-job training will be provided to enhance these skills)
• Ability to perform tax related calculations

Communication

• Able to communicate effectively and express ideas clearly
• Ability to argue persuasively
• Produce documents that have appropriate organisation and structure, correct grammar and language, and which are easy to understand.

Computer Literacy

• Proficiency in all relevant computer software, including Word and Outlook.
• Proficiency in Excel and PowerPoint is a pre-requisite – if this is not already present, on-the-job training will be provided to address these weaknesses

Bowman Gilfillan is committed to achieving the objectives set in its transformation charter, and the targets in its employment equity plan. All recruitment decisions will be taken with due consideration being given to these objectives.

OVERALL PURPOSE
Advising and consulting with clients on SA and international tax engagements, both personal and corporate tax.

WORKING RELATIONSHIPS
The position reports to, and works directly with the Partner - Tax Advisory within the Family Office. Other working relationships include all members of the extended Family Office Team. This role is a legal and tax specialist advising clients on personal tax and exchange control issues, including cross border transactions. The role may offer legal opinion and regulatory advisory. This is a client facing and income generating role.

Principal Elements And Accountabilities

• Consulting and writing of tax opinions
• Conducting research and keeping abreast of the latest developments in tax
• Provision of exchange control advice and drafting of exchange control applications
• Preparation of tax computations for clients
• Review of tax returns
• Drafting of objections and appeals to assessments and assistance with SARS queries including dispute resolution with SARS
• Sundry correspondence with SARS
• Involvement from time to time in tax aspects relating to special assignments including corporate restructurings, listings, investigations, due diligence and other investigations, etc.
• Preparation and presentation of in-house training programs.
• Periodic contributions to the in-house technical and other publications

Qualifications And Skills

• CA (SA) / LLB / M Com Tax
• High net worth and international tax experience would be preferable
• Minimum of 3 years relevant working experience ideally within a consulting tax environment.
• Good communication skills, both oral and in writing
• Ability to manage multiple assignments
• Strong tax technical skills
• Strong ability to interpret financial information and transactions
• Accounting knowledge preferred
• Research and report writing

COMPETENCIES AND BEHAVIOURS

• Planning and Organizing: Schedules and manages workload effectively, thinks ahead, sets plans to achieve goals
• Teamwork: Supports and works towards team goals, shares information, is helpful and cooperative, works effectively with people outside immediate team and within the wider group
• Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented
• Client orientated: Understands and satisfies client needs at all times, delivers excellent client service, takes full accountability for all client matters including delegated tasks.
• Accuracy, quality and productivity: Delivers work of a high standard, output is accurate and error free, productivity is consistent
• Strategic and commercial Focus: Demonstrates tenacious cost consciousness for the business, adds value to the business.

Tax Advisor

EXPERIENCE AND QUALIFICATIONS:

• Chartered Accountant (SA) or BCom (Accounting), with 1-3 years post articles experience within a tax practice
• Corporate, compliance and tax dispute resolution experience
• Multi-disciplinary tax experience, international tax experience and deferred tax experience would be an advantage
• High academic achiever, with proven numeracy and language skills
• Completion of a post graduate diploma or degree in taxation is a pre-requisite – if this is not already completed, it will be a condition of employment

JOB ACCOUNTABILITIES:

• Working as part of a team providing assistance to clients on a variety of matters within a specialised tax practice
• Preparing or reviewing tax calculations and tax returns
• Furnishing opinions and advice for clients on various tax issues, including legal and tax research
• Providing tax related input on transaction structures, including in a cross-border context
• Providing tax related drafting support and commentary on legal documents

PERSONAL ATTRIBUTES:

Initiative, enthusiasm and optimism

• Acting without prompting but aware of risks
• Takes action to achieve goals beyond what is required
• Optimistic in handling challenges and setting out for the best outcomes
• Genuinely engage with clients and colleagues in an enthusiastic manner
• Taking responsibility in all matters in which you are involved
• Taking pride in excellence of work done

Perseverance and resilience

• Ability to work well under pressure without compromising work quality or standards.
• Ability to move past obstacles to achieve end results in an efficient and professional manner.
• Ability to recover quickly from setbacks.

Results driven

• Uncompromising attitude to service delivery.
• Delivery of results even under heavy pressure.
• Ability to handle high volumes as well as meet deadlines, with the view to adding value to the business by delivering the required results.

Team player

• Working together with colleagues and staff to enhance the team's overall performance
• Leveraging off team synergies and to ensure a productive, efficient and caring work environment

Ethical

• Displays honesty and integrity at all times

Client Focus

• Dedicated to understanding and meeting the expectations and requirements of clients.
• Obtains the necessary information from clients and utilises the information for the delivery of service to the client.
• Establishes and maintains effective relationships with clients.

Work Standards

• Sets high goals or standards of performance for self, producing work timeously, accurately and of a consistently high standard.
• Able to work according to a fee budget.

Planning and organizing

• Set priorities, manage schedules and plan accordingly in a constantly pressurised environment.

OTHER SKILLS:

Technical skills

• Possesses the tax technical skill to research, interpret and argue legal points, in order to deliver excellent tax opinions, transaction structures and legal documents.
• Strong critical reasoning
• Ability to apply theory in a practical and commercially astute manner

Business and financial skills

• Possesses the necessary commercial understanding of client requirements in order to deliver excellent client service
• Ability to utilise information from financial statements or other accounting records, within the context of tax computations, tax returns, tax opinions or tax due diligences (on-the-job training will be provided to enhance these skills)
• Ability to perform tax related calculations

Communication

• Able to communicate effectively and express ideas clearly
• Ability to argue persuasively
• Produce documents that have appropriate organisation and structure, correct grammar and language, and which are easy to understand.

Computer Literacy

• Proficiency in all relevant computer software, including Word and Outlook.
• Proficiency in Excel and PowerPoint is a pre-requisite – if this is not already present, on-the-job training will be provided to address these weaknesses

Bowman Gilfillan is committed to achieving the objectives set in its transformation charter, and the targets in its employment equity plan. All recruitment decisions will be taken with due consideration being given to these objectives.

Senior Tax Advisor – Durban

EXPERIENCE AND QUALIFICATIONS:

• Preferably a Chartered Accountant (SA), with post articles experience within a tax practice or BCom (Accounting), with 5-7 years post articles experience within a tax practice
• Corporate, compliance and tax dispute resolution experience
• Multi-disciplinary tax experience, international tax experience and deferred tax experience would be an advantage
• High academic achiever, with numeracy and language skills
• Post graduate diploma or degree in taxation is a requirement

JOB ACCOUNTABILITIES:

• Working as part of a team providing assistance to clients on a variety of matters within a specialised tax practice
• Furnishing legal opinions and advice for clients on various tax issues, including legal and tax research
• Providing advice and assistance with tax disputes
• Providing tax related input on transaction structures, including in a cross-border context
• Providing tax related drafting support and commentary on legal documents
• Performing or reviewing tax calculations
• Preparing or reviewing corporate tax returns

PERSONAL ATTRIBUTES:

Initiative, Enthusiasm, and Optimism

• Acting without prompting but aware of risks
• Takes action to achieve goals beyond what is required
• Optimistic in handling challenges and setting out for the best outcomes
• Genuinely engage with clients and colleagues in an enthusiastic manner
• Taking responsibility in all matters in which you are involved
• Taking pride in excellence of work done

Perseverance and Resilience

• Ability to work well under pressure without compromising work quality or standards.
• Ability to move past obstacles to achieve end results in an efficient and professional manner.
• Ability to recover quickly from setbacks.

Results driven

• Uncompromising attitude to service delivery.
• Delivery of results even under heavy pressure.
• Ability to handle high volumes as well as meet deadlines, with the view to adding value to the business by delivering the required results.

Team player

• Working together with colleagues and staff to enhance the team's overall performance
• Leveraging off team synergies and to ensure a productive, efficient and caring work environment

Ethical

• Displays honesty and integrity at all times

Client Focus

• Dedicated to understanding and meeting the expectations and requirements of clients.
• Obtains the necessary information from clients and utilises the information for the delivery of service to the client.
• Establishes and maintains effective relationships with clients.

Work Standards

• Sets high goals or standards of performance for self, producing work timeously, accurately and of a consistently high standard.
• Able to work according to a fee budget.

Planning and organizing

• Set priorities, manage schedules and plan accordingly in a constantly pressurised environment.

OTHER SKILLS:

Legal Technical skills

• Possesses the legal technical skill to research, interpret and argue legal points, in order to deliver excellent tax opinions, transaction structures and legal documents.
• Strong critical reasoning
• Ability to apply theory in a practical and commercially astute manner

Business and financial skills

• Possesses the necessary commercial understanding of client requirements in order to deliver excellent client service
• Ability to utilise information from financial statements or other accounting records, within the context of tax opinions or tax due diligences (on-the-job training will be provided to enhance these skills)

Communication

• Able to communicate effectively and express ideas clearly
• Ability to argue persuasively
• Produce documents that have appropriate organisation and structure, correct grammar and language, and which are easy to understand.

Computer Literacy

• Proficiency in all relevant computer software, including Word and Outlook.
• Proficiency in Excel and PowerPoint is a requirement

Bowman Gilfillan is committed to achieving the objectives set in its transformation charter, and the targets in its employment equity plan. All recruitment decisions will be taken with due consideration being given to these objectives.

Join to apply for the Sr Tax Advisor - 15185 role at Somewhere

Job Title: Senior Tax Advisor (Enrolled Agent)

Location: Remote

Reports to: Head of Tax Strategy / Managing Partner

Job Type: Full-time

We are a fast-growing tax advisory and planning firm specializing in delivering proactive, year-round strategies to high-net-worth individuals, executives, business owners, and investors. Our team focuses on sophisticated tax planning, compliance, and implementation, helping clients optimize financial outcomes across diverse income streams and entity structures.

As a Senior Tax Advisor / Enrolled Agent, you will be a senior member of our tax strategy team. You will actively manage a portfolio of high-net-worth and business clients, delivering both planning and compliance services. You will leverage your deep technical knowledge, client-facing skills, and strategic mindset to identify tax savings opportunities, implement them, and ensure audit-ready compliance. This role requires a proactive, detail-oriented, and relationship-driven professional who can operate independently, manage deadlines, and mentor junior staff.

• Lead and manage comprehensive tax planning engagements for high-income individuals, executives, and business owners, including income tax projections, scenario modeling, forecasting, strategic analysis of compensation, capital gains, stock options (ISOs, RSUs, NSOs), and bonus structures, Roth conversion planning, entity restructuring, charitable giving strategies (e.g., donor-advised funds, leveraged charitable deductions), and sophisticated investment tax optimization (passive income, alternative investments, real estate, carried interest).
• Oversee and execute compliance filings for a diverse mix of entities: individual returns (Form 1040, schedules, state/local), business returns (S-Corps, C-Corps, partnerships), trusts, foundations, nonprofits, and multi-state/multi-jurisdiction filings.
• Serve as lead client liaison: discovery, planning recommendations, review sessions, and presenting strategic options in clear, actionable form.
• Collaborate with bookkeeping/financial oversight teams to ensure records are accurate, timely, and optimized for tax purposes.
• Manage workflow, deliverables, and deadlines for assigned clients; ensure high quality, accuracy, and proactive communication.
• Monitor legislative and regulatory changes (federal, state, local) that may impact tax planning strategies, proactively updating client plans accordingly.
• Support internal training and mentoring of junior tax staff, reviewing their work, and helping build technical and client-service skills.
• Assist in audit support and IRS/state notices, including preparing responses, documentation, and client communication.

• Enrolled Agent (EA) license required; additional credentials (CPA, MST, or tax attorney) a plus.
• 8+ years of progressive tax planning and compliance experience; preferably 10 years or more.
• Experience across a diverse client base including high-net-worth individuals, executives, small businesses, S-corps, C-corps, partnerships, trusts/nonprofits/foundations.
• Deep technical competence in U.S. federal, state, and local tax; multi-state experience strongly preferred.
• Strong skills in tax projections, scenario modeling, and strategic tax planning.
• Ability to translate complex tax issues into understandable client recommendations; excellent client-facing skills to build trust and manage expectations.
• Detail-oriented, highly organized, capable of managing multiple client engagements and deadlines concurrently.
• Proficiency with tax software (Lacerte, UltraTax, Drake, ProConnect) and Microsoft Excel; experience with tax projection/planning tools a plus.
• Strong written and verbal communication skills.

• Comfort in a dynamic, growth-oriented advisory environment.
• Self-starter with initiative; able to anticipate client needs and proactively propose tax-savings ideas.
• Collaborative mindset; able to work with bookkeeping, operations, and executive leadership.
• Ability to mentor and train others with a mindset toward continuous improvement.
• High integrity, excellence, and commitment to delivering exceptional service to high-profile clients.

• Competitive compensation (base + bonus/commission/incentive tied to tax planning outcomes).
• Professional development support (continuing education, EA/CPA credits, access to industry resources).
• Flexible work arrangements, as applicable.
• Opportunity to work on sophisticated tax strategies and build long-term client relationships.

• Mid-Senior level

• Full-time

• Accounting/Auditing and Finance

• Staffing and Recruiting

Referrals increase your chances of interviewing at Somewhere by 2x

Get notified about new Senior Tax Consultant jobs in Johannesburg Metropolitan Area.

Join to apply for the Sr Tax Advisor - 15185 role at Somewhere

Job Title: Senior Tax Advisor (Enrolled Agent)

Location: Remote

Reports to: Head of Tax Strategy / Managing Partner

Job Type: Full-time

We are a fast-growing tax advisory and planning firm specializing in delivering proactive, year-round strategies to high-net-worth individuals, executives, business owners, and investors. Our team focuses on sophisticated tax planning, compliance, and implementation, helping clients optimize financial outcomes across diverse income streams and entity structures.

As a Senior Tax Advisor / Enrolled Agent, you will be a senior member of our tax strategy team. You will actively manage a portfolio of high-net-worth and business clients, delivering both planning and compliance services. You will leverage your deep technical knowledge, client-facing skills, and strategic mindset to identify tax savings opportunities, implement them, and ensure audit-ready compliance. This role requires a proactive, detail-oriented, and relationship-driven professional who can operate independently, manage deadlines, and mentor junior staff.

• Lead and manage comprehensive tax planning engagements for high-income individuals, executives, and business owners, including income tax projections, scenario modeling, forecasting, strategic analysis of compensation, capital gains, stock options (ISOs, RSUs, NSOs), and bonus structures, Roth conversion planning, entity restructuring, charitable giving strategies (e.g., donor-advised funds, leveraged charitable deductions), and sophisticated investment tax optimization (passive income, alternative investments, real estate, carried interest).
• Oversee and execute compliance filings for a diverse mix of entities: individual returns (Form 1040, schedules, state/local), business returns (S-Corps, C-Corps, partnerships), trusts, foundations, nonprofits, and multi-state/multi-jurisdiction filings.
• Serve as lead client liaison: discovery, planning recommendations, review sessions, and presenting strategic options in clear, actionable form.
• Collaborate with bookkeeping/financial oversight teams to ensure records are accurate, timely, and optimized for tax purposes.
• Manage workflow, deliverables, and deadlines for assigned clients; ensure high quality, accuracy, and proactive communication.
• Monitor legislative and regulatory changes (federal, state, local) that may impact tax planning strategies, proactively updating client plans accordingly.
• Support internal training and mentoring of junior tax staff, reviewing their work, and helping build technical and client-service skills.
• Assist in audit support and IRS/state notices, including preparing responses, documentation, and client communication.

• Enrolled Agent (EA) license required; additional credentials (CPA, MST, or tax attorney) a plus.
• 8+ years of progressive tax planning and compliance experience; preferably 10 years or more.
• Experience across a diverse client base including high-net-worth individuals, executives, small businesses, S-corps, C-corps, partnerships, trusts/nonprofits/foundations.
• Deep technical competence in U.S. federal, state, and local tax; multi-state experience strongly preferred.
• Strong skills in tax projections, scenario modeling, and strategic tax planning.
• Ability to translate complex tax issues into understandable client recommendations; excellent client-facing skills to build trust and manage expectations.
• Detail-oriented, highly organized, capable of managing multiple client engagements and deadlines concurrently.
• Proficiency with tax software (Lacerte, UltraTax, Drake, ProConnect) and Microsoft Excel; experience with tax projection/planning tools a plus.
• Strong written and verbal communication skills.

• Comfort in a dynamic, growth-oriented advisory environment.
• Self-starter with initiative; able to anticipate client needs and proactively propose tax-savings ideas.
• Collaborative mindset; able to work with bookkeeping, operations, and executive leadership.
• Ability to mentor and train others with a mindset toward continuous improvement.
• High integrity, excellence, and commitment to delivering exceptional service to high-profile clients.

• Competitive compensation (base + bonus/commission/incentive tied to tax planning outcomes).
• Professional development support (continuing education, EA/CPA credits, access to industry resources).
• Flexible work arrangements, as applicable.
• Opportunity to work on sophisticated tax strategies and build long-term client relationships.

• Mid-Senior level

• Full-time

• Accounting/Auditing and Finance

• Staffing and Recruiting

Referrals increase your chances of interviewing at Somewhere by 2x

Get notified about new Senior Tax Consultant jobs in Johannesburg Metropolitan Area.

Join to apply for the Sr Tax Advisor - 15185 role at Somewhere

Job Title: Senior Tax Advisor (Enrolled Agent)

Location: Remote

Reports to: Head of Tax Strategy / Managing Partner

Job Type: Full-time

We are a fast-growing tax advisory and planning firm specializing in delivering proactive, year-round strategies to high-net-worth individuals, executives, business owners, and investors. Our team focuses on sophisticated tax planning, compliance, and implementation, helping clients optimize financial outcomes across diverse income streams and entity structures.

As a Senior Tax Advisor / Enrolled Agent, you will be a senior member of our tax strategy team. You will actively manage a portfolio of high-net-worth and business clients, delivering both planning and compliance services. You will leverage your deep technical knowledge, client-facing skills, and strategic mindset to identify tax savings opportunities, implement them, and ensure audit-ready compliance. This role requires a proactive, detail-oriented, and relationship-driven professional who can operate independently, manage deadlines, and mentor junior staff.

• Lead and manage comprehensive tax planning engagements for high-income individuals, executives, and business owners, including income tax projections, scenario modeling, forecasting, strategic analysis of compensation, capital gains, stock options (ISOs, RSUs, NSOs), and bonus structures, Roth conversion planning, entity restructuring, charitable giving strategies (e.g., donor-advised funds, leveraged charitable deductions), and sophisticated investment tax optimization (passive income, alternative investments, real estate, carried interest).
• Oversee and execute compliance filings for a diverse mix of entities: individual returns (Form 1040, schedules, state/local), business returns (S-Corps, C-Corps, partnerships), trusts, foundations, nonprofits, and multi-state/multi-jurisdiction filings.
• Serve as lead client liaison: discovery, planning recommendations, review sessions, and presenting strategic options in clear, actionable form.
• Collaborate with bookkeeping/financial oversight teams to ensure records are accurate, timely, and optimized for tax purposes.
• Manage workflow, deliverables, and deadlines for assigned clients; ensure high quality, accuracy, and proactive communication.
• Monitor legislative and regulatory changes (federal, state, local) that may impact tax planning strategies, proactively updating client plans accordingly.
• Support internal training and mentoring of junior tax staff, reviewing their work, and helping build technical and client-service skills.
• Assist in audit support and IRS/state notices, including preparing responses, documentation, and client communication.

• Enrolled Agent (EA) license required; additional credentials (CPA, MST, or tax attorney) a plus.
• 8+ years of progressive tax planning and compliance experience; preferably 10 years or more.
• Experience across a diverse client base including high-net-worth individuals, executives, small businesses, S-corps, C-corps, partnerships, trusts/nonprofits/foundations.
• Deep technical competence in U.S. federal, state, and local tax; multi-state experience strongly preferred.
• Strong skills in tax projections, scenario modeling, and strategic tax planning.
• Ability to translate complex tax issues into understandable client recommendations; excellent client-facing skills to build trust and manage expectations.
• Detail-oriented, highly organized, capable of managing multiple client engagements and deadlines concurrently.
• Proficiency with tax software (Lacerte, UltraTax, Drake, ProConnect) and Microsoft Excel; experience with tax projection/planning tools a plus.
• Strong written and verbal communication skills.

• Comfort in a dynamic, growth-oriented advisory environment.
• Self-starter with initiative; able to anticipate client needs and proactively propose tax-savings ideas.
• Collaborative mindset; able to work with bookkeeping, operations, and executive leadership.
• Ability to mentor and train others with a mindset toward continuous improvement.
• High integrity, excellence, and commitment to delivering exceptional service to high-profile clients.

• Competitive compensation (base + bonus/commission/incentive tied to tax planning outcomes).
• Professional development support (continuing education, EA/CPA credits, access to industry resources).
• Flexible work arrangements, as applicable.
• Opportunity to work on sophisticated tax strategies and build long-term client relationships.

• Mid-Senior level

• Full-time

• Accounting/Auditing and Finance

• Staffing and Recruiting

Referrals increase your chances of interviewing at Somewhere by 2x

Get notified about new Senior Tax Consultant jobs in Johannesburg Metropolitan Area.

Join to apply for the Sr Tax Advisor - 15185 role at Somewhere

Job Title: Senior Tax Advisor (Enrolled Agent)

Location: Remote

Reports to: Head of Tax Strategy / Managing Partner

Job Type: Full-time

We are a fast-growing tax advisory and planning firm specializing in delivering proactive, year-round strategies to high-net-worth individuals, executives, business owners, and investors. Our team focuses on sophisticated tax planning, compliance, and implementation, helping clients optimize financial outcomes across diverse income streams and entity structures.

As a Senior Tax Advisor / Enrolled Agent, you will be a senior member of our tax strategy team. You will actively manage a portfolio of high-net-worth and business clients, delivering both planning and compliance services. You will leverage your deep technical knowledge, client-facing skills, and strategic mindset to identify tax savings opportunities, implement them, and ensure audit-ready compliance. This role requires a proactive, detail-oriented, and relationship-driven professional who can operate independently, manage deadlines, and mentor junior staff.

• Lead and manage comprehensive tax planning engagements for high-income individuals, executives, and business owners, including income tax projections, scenario modeling, forecasting, strategic analysis of compensation, capital gains, stock options (ISOs, RSUs, NSOs), and bonus structures, Roth conversion planning, entity restructuring, charitable giving strategies (e.g., donor-advised funds, leveraged charitable deductions), and sophisticated investment tax optimization (passive income, alternative investments, real estate, carried interest).
• Oversee and execute compliance filings for a diverse mix of entities: individual returns (Form 1040, schedules, state/local), business returns (S-Corps, C-Corps, partnerships), trusts, foundations, nonprofits, and multi-state/multi-jurisdiction filings.
• Serve as lead client liaison: discovery, planning recommendations, review sessions, and presenting strategic options in clear, actionable form.
• Collaborate with bookkeeping/financial oversight teams to ensure records are accurate, timely, and optimized for tax purposes.
• Manage workflow, deliverables, and deadlines for assigned clients; ensure high quality, accuracy, and proactive communication.
• Monitor legislative and regulatory changes (federal, state, local) that may impact tax planning strategies, proactively updating client plans accordingly.
• Support internal training and mentoring of junior tax staff, reviewing their work, and helping build technical and client-service skills.
• Assist in audit support and IRS/state notices, including preparing responses, documentation, and client communication.

• Enrolled Agent (EA) license required; additional credentials (CPA, MST, or tax attorney) a plus.
• 8+ years of progressive tax planning and compliance experience; preferably 10 years or more.
• Experience across a diverse client base including high-net-worth individuals, executives, small businesses, S-corps, C-corps, partnerships, trusts/nonprofits/foundations.
• Deep technical competence in U.S. federal, state, and local tax; multi-state experience strongly preferred.
• Strong skills in tax projections, scenario modeling, and strategic tax planning.
• Ability to translate complex tax issues into understandable client recommendations; excellent client-facing skills to build trust and manage expectations.
• Detail-oriented, highly organized, capable of managing multiple client engagements and deadlines concurrently.
• Proficiency with tax software (Lacerte, UltraTax, Drake, ProConnect) and Microsoft Excel; experience with tax projection/planning tools a plus.
• Strong written and verbal communication skills.

• Comfort in a dynamic, growth-oriented advisory environment.
• Self-starter with initiative; able to anticipate client needs and proactively propose tax-savings ideas.
• Collaborative mindset; able to work with bookkeeping, operations, and executive leadership.
• Ability to mentor and train others with a mindset toward continuous improvement.
• High integrity, excellence, and commitment to delivering exceptional service to high-profile clients.

• Competitive compensation (base + bonus/commission/incentive tied to tax planning outcomes).
• Professional development support (continuing education, EA/CPA credits, access to industry resources).
• Flexible work arrangements, as applicable.
• Opportunity to work on sophisticated tax strategies and build long-term client relationships.

• Mid-Senior level

• Full-time

• Accounting/Auditing and Finance

• Staffing and Recruiting

Referrals increase your chances of interviewing at Somewhere by 2x

Get notified about new Senior Tax Consultant jobs in Johannesburg Metropolitan Area.

Join to apply for the Sr Tax Advisor - 15185 role at Somewhere

Job Title: Senior Tax Advisor (Enrolled Agent)

Location: Remote

Reports to: Head of Tax Strategy / Managing Partner

Job Type: Full-time

We are a fast-growing tax advisory and planning firm specializing in delivering proactive, year-round strategies to high-net-worth individuals, executives, business owners, and investors. Our team focuses on sophisticated tax planning, compliance, and implementation, helping clients optimize financial outcomes across diverse income streams and entity structures.

As a Senior Tax Advisor / Enrolled Agent, you will be a senior member of our tax strategy team. You will actively manage a portfolio of high-net-worth and business clients, delivering both planning and compliance services. You will leverage your deep technical knowledge, client-facing skills, and strategic mindset to identify tax savings opportunities, implement them, and ensure audit-ready compliance. This role requires a proactive, detail-oriented, and relationship-driven professional who can operate independently, manage deadlines, and mentor junior staff.

• Lead and manage comprehensive tax planning engagements for high-income individuals, executives, and business owners, including income tax projections, scenario modeling, forecasting, strategic analysis of compensation, capital gains, stock options (ISOs, RSUs, NSOs), and bonus structures, Roth conversion planning, entity restructuring, charitable giving strategies (e.g., donor-advised funds, leveraged charitable deductions), and sophisticated investment tax optimization (passive income, alternative investments, real estate, carried interest).
• Oversee and execute compliance filings for a diverse mix of entities: individual returns (Form 1040, schedules, state/local), business returns (S-Corps, C-Corps, partnerships), trusts, foundations, nonprofits, and multi-state/multi-jurisdiction filings.
• Serve as lead client liaison: discovery, planning recommendations, review sessions, and presenting strategic options in clear, actionable form.
• Collaborate with bookkeeping/financial oversight teams to ensure records are accurate, timely, and optimized for tax purposes.
• Manage workflow, deliverables, and deadlines for assigned clients; ensure high quality, accuracy, and proactive communication.
• Monitor legislative and regulatory changes (federal, state, local) that may impact tax planning strategies, proactively updating client plans accordingly.
• Support internal training and mentoring of junior tax staff, reviewing their work, and helping build technical and client-service skills.
• Assist in audit support and IRS/state notices, including preparing responses, documentation, and client communication.

• Enrolled Agent (EA) license required; additional credentials (CPA, MST, or tax attorney) a plus.
• 8+ years of progressive tax planning and compliance experience; preferably 10 years or more.
• Experience across a diverse client base including high-net-worth individuals, executives, small businesses, S-corps, C-corps, partnerships, trusts/nonprofits/foundations.
• Deep technical competence in U.S. federal, state, and local tax; multi-state experience strongly preferred.
• Strong skills in tax projections, scenario modeling, and strategic tax planning.
• Ability to translate complex tax issues into understandable client recommendations; excellent client-facing skills to build trust and manage expectations.
• Detail-oriented, highly organized, capable of managing multiple client engagements and deadlines concurrently.
• Proficiency with tax software (Lacerte, UltraTax, Drake, ProConnect) and Microsoft Excel; experience with tax projection/planning tools a plus.
• Strong written and verbal communication skills.

• Comfort in a dynamic, growth-oriented advisory environment.
• Self-starter with initiative; able to anticipate client needs and proactively propose tax-savings ideas.
• Collaborative mindset; able to work with bookkeeping, operations, and executive leadership.
• Ability to mentor and train others with a mindset toward continuous improvement.
• High integrity, excellence, and commitment to delivering exceptional service to high-profile clients.

• Competitive compensation (base + bonus/commission/incentive tied to tax planning outcomes).
• Professional development support (continuing education, EA/CPA credits, access to industry resources).
• Flexible work arrangements, as applicable.
• Opportunity to work on sophisticated tax strategies and build long-term client relationships.

• Mid-Senior level

• Full-time

• Accounting/Auditing and Finance

• Staffing and Recruiting

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