What are the responsibilities and job description for the Tax Advisor position at Merit Financial Advisors?
The Company
Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.
Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.
Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.
The Position
As a Tax Advisor, you will support Merit’s growth initiatives by (a) managing your existing client relationships, and (b) cultivating new relationships in our target markets.
Duties And Responsibilities
Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.
Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market
Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.
Qualifications
Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.
Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.
Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.
The Position
As a Tax Advisor, you will support Merit’s growth initiatives by (a) managing your existing client relationships, and (b) cultivating new relationships in our target markets.
Duties And Responsibilities
- Manage the end-to-end tax preparation process for a diverse client base (e.g., individuals, corporations, partnerships, trusts, and estates).
- Ensure strict compliance with all federal, state, and local tax regulations.
- Proactively research and analyze complex tax issues to minimize client tax liabilities.
- Develop and implement long-term tax planning strategies and communicate technical recommendations clearly.
- Serve as a trusted advisor on the tax implications of major business and personal financial decisions.
- Provide client representation before the Internal Revenue Service (IRS) for audits, collections, and appeals matters.
- Competitive, based on experience
- Medical Insurance
- Dental/Vision Insurance
- Life & Personal Accident Insurance
- Short-term Disability Insurance
- Long-term Disability Insurance
- Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
- 401(k) Plan with company matching
- Paid Time Off (PTO) and paid holidays
Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.
Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market
Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.
Qualifications
- Bachelor's degree or equivalent experience.
- 3 years of experience as a tax advisor or a related industry.
- Proficiency in Apex, Lightning Web Components (LWC), SOQL, and Flow automation.
- Experience with Salesforce integration using APIs, middleware, or managed packages.
- Salesforce Platform Developer I certification preferred.
- Strong understanding of Salesforce security, data model design, and deployment best practices.
- Excellent communication skills and ability to work effectively with both technical and non-technical stakeholders.
- Ability to work independently and as part of a team.
- If you are passionate about technology and have experience managing wealth management platforms, we encourage you to apply for this exciting opportunity.