Tax AdvisorDepartment: Financial Services
Employment Type: Full Time
Location: Walnut Creek, CA
Compensation: $100,000 - $140,000 / year
DescriptionHeffernan Financial is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. This position requires a combination of technical tax knowledge, excellent communication skills, and a customer-centric approach.
Key Responsibilities- Provide tax advice and planning strategies to internal employees and existing clients.
- Prepare or review federal and state tax returns for individuals, trusts, and small businesses.
- Develop tax strategies that align with clients' financial goals and investment strategies.
- Assist in the preparation of financial statements and reports as needed.
- Offer year-round support for tax questions, notices, and audits.
- Collaborate with Financial Advisors to identify tax-saving opportunities as part of comprehensive financial plans.
- Assist with tax-related onboarding of new clients or benefit offerings.
- Educate internal teams on tax-related matters relevant to insurance and retirement planning.
- Stay informed about current tax regulations and changes that may affect employees or clients.
- Ensure compliance with ethical standards and applicable laws.
Skills, Knowledge and Expertise- Education - Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- CPA designation required.
- Minimum of 3 years of experience in tax advisory, public accounting, or financial services.
- Strong communication and collaboration skills, both written and oral.
- Experience working with financial advisors, insurance professionals, or in a brokerage environment is a plus.
- Solid understanding of individual and small business taxation.
- Excellent listening skills to thoroughly understand client needs.
- Leadership qualities, with the ability to effectively educate and sell to clients.
- Problem-solving and analytical skills, with high attention to detail.
- Professional demeanor and conduct required.
- Must maintain a positive attitude and sense of humor!
*The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.
