Description
We are an established, family-owned tax and financial planning firm seeking an experienced Senior Tax Advisor to take a leading role in individual tax preparation and year-round tax planning for our clients.
This is an opportunity to step into a well developed practice with a loyal client base built over decades, experienced support staff, and established systems and workflows. Our team has worked through more than 20 tax seasons together and takes pride in providing knowledgeable, personal service in an environment where clients know and trust the people working with them.
We value long term relationships, thoughtful tax planning, and making our clients feel comfortable and well cared for. We are looking for someone who shares those values and wants to bring their tax knowledge and experience to a collaborative team while helping us continue to grow and serve our clients for years to come.
What You’ll Do
- Prepare and review individual tax returns to include 1040s, Schedule C, rentals, K-1s, and multi-state.
- Provide proactive tax planning and projections.
- Collaborate with financial advisors on client strategies.
- Manage client relationships and serve as a trusted advisor.
- Support workflow and team during tax season.
What We’re Looking For
- CPA or EA with a demonstrated track record of success.
- 3+ years of individual tax preparation experience.
- Strong knowledge of federal and multi-state tax.
- Experience with Trust work.
- Experience with tax planning/advisory work.
- Excellent communication and organizational skills.
- Identify opportunities to improve processes, workflows, and client experience.
Why Join Us
- Year-round role with meaningful tax planning work.
- Flexible in-office schedule outside of tax season
- Collaborative, client-focused environment
- Opportunity for growth and long-term impact
- Future Partnership opportunity
Compensation
Compensation based on experience and credentials, plus bonus opportunity and flexibility for health benefits.
Requirements
Required
- Organizational Skills
- Teamwork
- Process Improvement
- CPA / EA
- Tax Planning
- Customer Relationship building
- People person
- Willing to meet and interact with hundreds of clients
- Tax Season Overtime
- Preferred Strong technology skills and the ability to quickly learn and confidently use business software, mobile apps, and digital communication systems.
