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Senior Tax Advisor

Senior Tax Advisor

TS Banking GroupTreynor, IA, United States
5 days ago
Job type
  • Full-time
Job description

Job Description

Collins Consulting is seeking an experienced and detail-oriented Senior Tax Advisor to join their team. The Senior Tax Advisor supports tax-related functions for Collins Consulting, TS Banking Group, and affiliated business units. This role is responsible for preparing and reviewing tax returns for agricultural and business entities, coordinating with related owner / consumer returns, and providing proactive, complex tax planning strategies. The ideal candidate will bring a strong technical foundation in tax compliance, deep knowledge of ag-related tax issues, and the ability to deliver forward-looking planning that supports clients' financial and succession goals.

Preferred Experience :

  • Direct experience with farm and agricultural clients , including planning around land sales, equipment purchases, and seasonal income cycles.
  • Familiarity with multi-generational family business structures and succession planning.

Education : CPA or EA designation required. Minimum of 5-7 years of tax preparation and planning experience. Master's Degree (M.A.) in Taxation or Juris Doctor (J.D.) with tax focus preferred.

Location : Council Bluffs / Hybrid

Pay is based on experience and earned professional designations.

Experience and Skills

  • Prepare and review tax returns for C Corporations, S Corporations, Partnerships, and Trusts, with a focus on agricultural and closely-held business entities
  • Complete and integrate individual / consumer tax returns tied to entity ownership, ensuring seamless coordination between entity and owner-level tax positions
  • Provide strategic tax planning services including Entity selection and restructuring, Multi-generational and succession planning, Timing strategies for income, deductions, and capital purchases, and Gifting, estate, and trust coordination
  • Research and apply agriculture-specific tax laws, including Section 199A, depreciation, conservation expenses, cooperative patronage dividends, and other relevant provisions
  • Serve as a trusted advisor to clients by explaining complex tax issues in a clear, actionable way
  • Collaborate with bankers and client relationship managers, wealth planning team and fiduciary officers, and attorneys on client planning and wealth management strategies
  • Maintain strong knowledge of current federal and multi-state tax regulations, with emphasis on Midwest states tax compliance
  • Proficiency with leading tax software platforms and strong Excel / financial modeling skills
  • Ability to integrate entity-level and individual tax returns
  • Ensure timely tax filings and payment remittances of payments to relevant authorities
  • Mentor and support junior staff as needed during peak filing periods
  • Expertise in complex tax planning strategies for closely-held businesses and family-owned enterprises
  • Ability to manage workload during tax season and deliver high-quality work under deadlines
  • Handle tax audits and other compliance-related matters, including communications and responses with tax authorities
  • Strong communication and interpersonal skills; capable of building trusted client relationships.
  • Extensive experience in tax preparation, research, and compliance for individuals and businesses
  • Strong analytical skills with ability to interpret complex tax codes and apply them to practical scenarios
  • Positive attitude and willingness to work in a team environment by ensuring prompt client responses to minimize duplication of client communications.
  • Responsible to report any procedure or process that doesn't meet regulatory requirements including fraud, whether suspected or confirmed, to management.
  • Operates in full compliance with internal policies and procedures, as well as applicable regulations and laws, including but not limited to Bank Secrecy Act / Anti-Money Laundering requirements.
  • Ability to perform all other duties as assigned.
  • Comply with all banking and company regulations, policies, and procedures.
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
  • Ability to operate the following : telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial.
  • To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and / or training programs.
  • #CollinsConsulting

    Job Benefits

    Competitive benefits package :

  • Health and dental insurance
  • Life insurance package
  • Generous PTO and holiday package
  • 401K contribution and match
  • Professional development expense allowance
  • Gym membership reimbursement
  • Tuition reimbursement
  • Paid volunteer time off (VTO)
  • Wellness program
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    Tax Senior Tax • Treynor, IA, United States

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