We are looking for a passionate and talented Tax Lead Advisor who enjoys developing and maintaining lasting relationships with our clients. We emphasize building rapport with our clients, having a deep understanding of their personal and business goals, and providing high quality tax and planning advice using a consultative approach.
Take our Values in Action Self-Assessment to see how our values align!
Your Role- Build and maintain a personal relationship with clients as the technical tax expert on their planning team
- Assist clients by attending client meetings and delivering client's tax plan
- Support the financial advisory team in tax planning related functions
- Actively participate in signing and onboarding new clients to the firm
- Lead tax client service team for compliance and tax planning
- Final review and signing of tax returns (federal & state returns for individuals, corporations, partnerships, trusts, and estates)
- Oversee tax projections and tax audits for clients
- Coach and develop the team through real-time and consistent feedback
Your Experience- Bachelor's degree in Accounting and CPA, JD or EA is required; Masters in Taxation or JD preferred
- Minimum 5 years of individual, partnership, fiduciary, estate, and gift tax return compliance
- Working knowledge of data collection, data analysis and evaluation
- Strong computer skills (Windows, MSFT Office, Excel, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH Axcess Tax, BNA Tax Planner) and tax research tools (BNA Portfolios and RIA Checkpoint)
- Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred
- Strong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code, Regulations, and other tax pronouncements
- Able to manage heavy workloads and projects, many on a time sensitive basis
- Excellent oral communication skills, with an ability to interact with a tight-knit team of firm professionals with a range of tax knowledge
- Highly motivated with ability to function well in a fast-paced environment with continued growth and development
- This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.
- Some travel is required.
- Pay: Competitive annual salary + variable.
- Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.
Ownership & Financial Wellbeing- Fully paid medical, dental, and vision coverage for employees
- 401(k) with 100% match up to 3% of annual compensation
- Equity ownership opportunities for every employee
- New Business Incentive Program
- Generous employee referral bonus
- Cell phone data reimbursement
- Financial planning services discount for employees and immediate family members
Time & Flexibility- Minimum 3 weeks PTO starting Day 1
- Winter Break, Summer Friday flex-days, and 10 paid holidays
- Unlimited Volunteer Time Off plus company grant matching
- Heavily subsidized transit
Growth & Development- 100% reimbursement for required training, certifications, licensing, and dues
- Personal career development plans
- Richer Life Business Partner (coaching for all employees)
- Mindful Emotional & Social Intelligence training
- Annual professional & personal wellbeing stipend
Connection & Community- Quarterly team-building events
- Regular social events
- Employee-led book clubs, committees, and affinity groups
Family & Milestones- Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
- Adoption benefits
- Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
