senior tax advisor

Key Responsibilities

1. Review and sign off on federal and state tax returns for individuals, trusts, estates, non-profits, corporations, and partnerships
2. Manage existing and build new client relationships
3. Oversee tax planning strategies for clients and run tax projections
4. Prepare internal memos, written tax guidance, and correspond with IRS and state tax authorities
5. Support and collaborate with the advisory team on tax planning related functions
6. Manage workflow, budgets, and billings
7. Evaluate and develop processes and procedures to improve tax department efficiency

Qualifications

1. Minimum 5 years of public accounting experience with an extensive background in taxation
2. CPA or JD required; Master’s in taxation preferred
3. Ability to manage multiple client engagement and projects
4. Proficiency in or ability to adapt quickly to new tax software and research tools (i.e., CCH Axcess Tax, BNA Income Tax Planner, and CCH IntelliConnect)
5. Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
6. 401(k) Plan match