Senior Tax Professional

We are an established, small family-owned tax and financial planning practice seeking an experienced Senior Tax Advisor to take a leading role in individual tax preparation and year-round tax planning for our existing clients.

We are primarily a 1040 practice, working with individuals and families on personal tax returns and tax planning. Our clients may also have Schedule C businesses, rental properties, K 1s, multistate issues, and trusts, but individual taxation is the core of our tax practice.

This is an opportunity to step into a well-developed practice with a loyal client base built over decades, a small, experienced support staff, and established systems and workflows. Our team has worked through more than 20 tax seasons together and takes pride in providing knowledgeable, personal service in an environment where clients know and trust the people working with them.

We value long term relationships, thoughtful tax planning, and making our clients feel comfortable and well cared for. We are looking for someone who shares those values and wants to bring their tax knowledge and experience to a collaborative team while helping us continue to grow and serve our clients for years to come.

Note: This is not an entry level position.  We are looking for experienced tax professional unless candidate is interested in becoming a financial advisor.

What You’ll Do

• Meet with clients, review individual tax returns, and assist with preparation as needed, including 1040s, Schedule C, rentals, K 1s, and multi state returns.
• Work closely with the team during tax season, with longer seasonal hours and greater flexibility outside of tax season.
• Provide proactive tax planning and projections outside of tax season.
• Collaborate with an onsite financial advisor on client tax strategies.
• Manage client relationships and serve as a trusted tax advisor.
• Support workflow and team during tax season.
• Serve as our senior tax resource and answer client and team questions throughout the year.

·         Identify opportunities to improve processes, workflows, and client experience.

What We’re Looking For

• CPA or EA required.
• 3 years of individual tax preparation experience.
• Strong knowledge of federal and multi state individual tax and 1040 filing.
• Strong experience with 1040 preparation and individual tax issues.
• Experience with trust work preferred. Trust returns represent a small portion of our practice.
• Experience with tax planning and advisory work a plus.
• Excellent communication and organizational skills.
• Comfortable meeting directly with clients and explaining tax matters clearly.
• Experience with Lacerte Tax Software a plus.

Why Join Us

• Year-round role with meaningful tax planning work.
• Flexible in office schedule outside of tax season
• Flexibility for some remote work outside of tax season
• Small, experienced, client focused team
• Opportunity for growth and long-term impact

Future Partnership opportunity

We use Lacerte Tax Software for tax preparation and year-round tax planning which simplifies the process.

Compensation

Compensation based on experience and credentials, plus bonus opportunity and flexibility for health benefits. Possible Partnership opportunity for the right candidate.

Requirements

Required

• Organizational Skills
• Teamwork
• Process Improvement
• CPA / EA
• Tax Planning
• Customer Relationship building
• People person
• Willing to meet and interact with all clients
• Tax Season Overtime
• Preferred Strong technology skills and the ability to quickly learn and confidently use business software, mobile apps, and digital communication systems.