Senior Tax Advisor

This role is ideal for a detail-oriented tax professional with extensive experience preparing and reviewing complex individual and business tax returns. Minimum of 5 years of experience preparing and reviewing complex individual and business tax returns.

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Dental insurance
• Vision insurance

We are seeking an experienced Senior Tax Advisor to join our growing team. This role is ideal for a detail-oriented tax professional with extensive experience preparing and reviewing complex individual and business tax returns. The ideal candidate is proactive, organized, and committed to delivering exceptional client service.


Responsibilities

• Prepare and review complex individual (Form 1040) tax returns.
• Prepare and review corporate, partnership, and S-corporation tax returns.
• Review client financial records and bookkeeping for accuracy and completeness.
• Perform peer reviews of tax returns and financial workpapers to ensure quality and compliance.
• Identify tax planning opportunities and provide strategic guidance to clients.
• Communicate professionally with clients regarding tax matters and financial records.
• Collaborate with team members to ensure timely completion of tax engagements.
• Work with the financial planning team on strategic tax planning for retirees
• Provide trainings to coworkers
• Talk to potential clients and current clients about all the services we have to offer.

Qualifications

• Enrolled Agent (EA) or Certified Public Accountant (CPA) preferred.
• Minimum of 5 years of experience preparing and reviewing complex individual and business tax returns.
• Strong knowledge of federal and state tax laws.
• Required: Proficiency in QuickBooks.
• Preferred: Experience using TaxSlayer Pro.
• Tax Dome experience or quick to pick up CRM systems.
• Exceptional attention to detail and strong analytical skills.
• Ability to review bookkeeping and identify discrepancies or needed adjustments.
• Excellent organizational, communication, and time management skills.
• Ability to work independently while contributing to a collaborative team environment.

What We Offer

• Full-time, year-round position.
• Competitive compensation based on experience and credentials.
• Supportive, professional work environment.
• Opportunities for professional growth and continuing education.