Tax Staff OR Tax Manager

Tax Advisor Position

Our client is adding to their growing staff and are now looking for someone who enjoys client interaction and being in the thick of tax strategy and planning! EA, CPA, or just solid tax advisor experience needed. If this catches your attention, let's connect!

Prepare individual, trust, and small business tax returns with accuracy and timeliness.

Ensure compliance with federal and state regulations.

Stay current on tax code updates and planning opportunities.

Deliver tax planning insights to clients as needed.

Identify and educate tax clients about the benefits of our financial planning and estate / legacy services.

Facilitate smooth handoffs to the appropriate departments.

Track first appointments and support follow-through to ensure client satisfaction.

Collaborate with internal teams to align client goals with service offerings.

Requirements :

• Prior experience preparing individual tax returns is required.
• Familiarity with business tax returns is highly preferred.
• Strong understanding of federal and state tax regulations.
• Proficiency in tax preparation software and related tools.
• Excellent attention to detail and organizational skills.
• Effective communication skills for interacting with clients and team members.
• Ability to work independently and manage time effectively.
• Relevant certifications such as PTIN or Enrolled Agent designation are a plus.

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