What are the responsibilities and job description for the Senior Tax Preparer / Tax Specialist - Davis Advisory Group position at Kestra Financial Independent Advisor?
Davis Advisory Group
Job Title: Senior Tax Preparer / Tax Specialist Position Type: Full-time Seasonal with Part-time Year-Round opportunity. Location: Albuquerque, NM (Journal Center Area)
Salary Range: Hourly $25-$35 (for part-time work) depending on experience plus Commissionable with pay ranging from $50k to $70k for Tax preparation during tax season. Terms are negotiable.
Position Overview: As a Senior Tax Preparer, you will manage complex tax preparation, review, and strategic planning for individual, corporate, and trust returns. You will work closely with our Wealth Advisors to ensure our clients’ financial portfolios are optimized for maximum tax efficiency. This is a year-round, role offering professional growth beyond the traditional seasonal tax grind.
About Us: We are a premier, upscale financial advisory firm in Albuquerque dedicated to providing holistic wealth management. Our team delivers financial planning and investment management. We believe tax planning is an integral part of wealth preservation.
We are seeking an experienced, detail-oriented Tax Preparer to lead our tax department and provide concierge-level service to our elite clientele.
Key Responsibilities:
- Accurate Preparation: Prepare and review federal and state tax returns for individuals, Small Businesses and Trusts/Estates.
- Strategic Planning: Collaborate with financial advisors to project tax liabilities and execute proactive, year-round tax mitigation strategies.
- Client Advisory: Serve as the direct point of contact for client tax inquiries, translating complex tax codes into clear, actionable advice.
- Audit & Compliance: Conduct reviews of financial records, identify potential audit risks, and ensure absolute compliance with changing tax laws.
- IRS Representation: Assist and advise clients with the handling of IRS or state tax authority correspondence, notices, and resolution tasks on behalf of clients.
Required Qualifications:- Experience: Minimum of 4–6 years of dedicated tax preparation experience, preferably within a public accounting firm or wealth management environment.
- Credentials: Completion of Annual Filing Season Program (AFSP) and IRS PTIN
- Active IRS Enrolled Agent (EA) status or Certified Public Accountant (CPA) license preferred but not required.
- Technical Skills: Proficiency with advanced professional tax software (e.g., Drake, UltraTax, ProConnect, Lacerte) and accounting tools (QuickBooks Desktop/Online).
- Expertise: Deep understanding of high-net-worth tax nuances, including investment income, real estate transactions, business entity structures, and estate/gift tax.
- Soft Skills: Immaculate communication skills, exceptional attention to detail, and a polished, professional demeanor suited for upscale clientele.
What We Offer:- Competitive pay with a substantial bonus structure based on work completed.
- Retirement savings plan with employer matching contributions.
- Relaxed post-tax-season schedule.
- Continuous professional development and CPE tracking reimbursement.
- A sophisticated, collaborative office culture with modern amenities.
Benefits:
401(k) matching
Continuing education credits
Flexible schedule
On-the-job training
Paid time off
Paid training
Work Location: In person
Salary : $50,000 - $70,000