Position: Tax Advisor
Reports to: Director of Tax
COMPENSATION & BENEFITS:- $90,000-110,000 per year depending on qualifications and experience
- Generous PTO package
- Medical, Dental, Vision, Life Insurance, Short Term & Long-Term Disability
- 401K match
POSITION SUMMARY:The Tax Manager manages a book of approximately 200-225 clients, handling tax planning, preparation, and final review. This role includes acting as the final reviewer and signing tax returns, managing complex tax strategies, and mentoring team members while building strong client relationships. This position offers a flexible hybrid work environment. We use a suite of CCH products for our tax preparation software, and Canopy as our practice management tool.
A more sustainable approach to tax season: Our established client base consists largely of timely filers, with approximately 85% of returns completed during the spring filing season-allowing our team to spend more of the year focused on planning, client relationships and professional growth.
RESPONSIBILITIES:- Manage an established book of approximately 200-225 tax clients
- Prepare and review individual and/or business tax returns
- Provide proactive year-round tax planning and strategy
- Serve as a trusted point of contact for clients
- Partner with financial advisors on tax-related planning opportunities
- Review and sign returns, as applicable to the position
- Mentor and provide technical guidance to other tax team members
- Identify opportunities to improve processes and client experience
Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills and abilities.
What We're Looking For- 4+ years of progressive tax preparation and planning experience
- CPA or EA designation
- Strong knowledge of individual taxation and applicable business/entity returns
- Experience reviewing returns and handling more complex tax situations
- Ability to communicate tax concepts clearly to clients
- Strong relationship-building and client-service skills
- Ability to manage multiple priorities during tax season
- Bachelor's degree in accounting, Finance or related field
Nice to Have- Previous leadership, mentoring or supervisory experience
- Experience with CCH tax software
- Experience with Canopy
- Experience working with financial advisors, wealth management firms or high-net-worth clients
This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed.
