Senior Tax Advisor *Relocation Package Available*

Platform Accounting

$75K — $125K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of tax return preparation experience
  • Strong understanding of tax, accounting, and finance practices
  • Bachelor's Degree required; Master's preferred
  • EA or CPA certification required or in progress
  • Entrepreneurial mindset with strategic thinking

Responsibilities

  • Prepare complex individual, business, exempt, and fiduciary tax returns
  • Build and maintain client relationships
  • Advise clients on tax, finance, and business practices
  • Research and resolve complex tax issues
  • Support manager with various ad-hoc projects

Benefits

  • Opportunities for advancement in a growing firm
  • Ongoing training and development
  • 401(k) and medical benefits
  • Firm-sponsored continuing education
Full Job Description
Job Type

Full-time

Description

Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of professionals with the needed expertise to accomplish client goals, while expanding your knowledge and experience across a wide variety of clientele.

This specific role is based out of our Newbury Park / Thousand Oaks, CA office with a hybrid schedule. We are committed to finding the best talent and are happy to provide relocation support for those looking to join us.

What you will do:
  • Prepare complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns.
  • Build, maintain and enhance client relationships.
  • Advise clients on issues related to tax, finance & business practices.
  • Identify, research, and resolve complex tax issues.
  • Support manager with various ad-hoc projects.

What we look for:
  • 3+ years of experience preparing a variety of tax returns
  • Thorough understanding of practices, theories, and policies relating to tax, accounting, and finance
  • Bachelor's Degree Required, Master's Degree Preferred
  • EA or CPA required (or actively working towards licensure)

What we offer:
  • Opportunity for advancement within a rapidly growing professional services firm
  • Ongoing informal and formal training and development
  • Competitive compensation
  • 401(k) and medical benefits
  • Firm sponsored continuing education


The expected salary range for this role is $75,000 - $125,000 per year, which represents a good faith and reasonable estimate. Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring. Relevant qualifications include, but are not limited to employee education, training, skillset, credentials/certifications, relevant work experience, geographic work location (including if the employee will be hybrid or fully in-office), the scope and responsibilities of the role, internal level and peer equity, and market considerations.

Applications will be accepted until the position is filled.

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