Tax Advisor

The Role

The Tax Advisor prepares returns and provides tax planning for our clients, working side by side with our wealth advisors. You will meet with clients directly, so you should be comfortable explaining tax matters clearly and building lasting relationships.

Key Responsibilities

• Prepare individual (1040), trust (1041), and business (1065, 1120-S) tax returns
• Provide year-round tax planning and projections for clients
• Meet with clients, on your own and with our advisors, to gather information, review returns, and answer questions
• Partner with wealth advisors on tax-aware investing, Roth conversions, charitable giving, and retirement income planning
• Handle extensions, estimated payments, and IRS and state correspondence
• Work with our data entry staff within our established workflows to keep returns accurate and on time

Qualifications

• Active CPA license
• 3+ years of experience preparing tax returns
• Comfortable in front of clients, with clear, confident communication
• Organized and detail-oriented