Tax Planning Advisor (Hybrid work, less O/T, Production Bonuses)

About UsPBA values work-life balance. In addition to hybrid working, we strive to make this balance possible through client incentives, encouraging clients to provide timely information and accept extensions of tax returns so more of the workload can be spread out over nine months instead of four. This reduces a significant amount of overtime during tax season. Any overtime that is needed, adds hours to staff's PTO bank, for additional time off during the off-season.PBA is a dynamic and growing accounting firm dedicated to providing exceptional financial services to our clients. We pride ourselves on our collaborative and supportive work environment, where professional growth and development are encouraged.We specialize in comprehensive tax planning and advisory services, ensuring our clients achieve their financial goals with confidence. We are seeking a highly skilled and experienced Tax Planning Advisor to join our team.Job DescriptionWe are seeking a motivated and detail-oriented Tax Associate to join our team. The ideal candidate will have a strong understanding of tax regulations and accounting principles, excellent analytical skills, and the ability to work effectively, independently, and in a team setting.As a Tax Planning Advisor at PBA, you will play a crucial role in advising clients on tax strategies. Your expertise will help clients navigate complex tax regulations and optimize their financial outcomes.Tax Planning Advisor - ResponsibilitiesProvide expert tax planning and advisory services to clients.Develop and implement tax strategies to minimize tax liabilities and maximize financial benefits.Conduct thorough reviews of clients' financial situations.Prepare and review tax returns, ensuring compliance with all relevant tax laws and regulations.Stay updated on changes in tax laws and regulations.Educate clients on tax-saving opportunities and strategies.Maintain accurate and detailed records of client interactions and tax planning activities.Tax Planning Advisor - QualificationsThe successful candidate will possess the following skills:Bachelor's degree in Accounting, Finance, or related field.CPA or EA certification.3 years of experience in tax preparation and compliance.Experience in tax planning.Knowledge of tax laws and regulations.Detail-oriented with strong analytical and problem-solving abilities.Excellent communication and interpersonal skills.Ability to work independently and as part of a team.Proficiency in tax software and financial planning tools.Tax Planning Advisor - BenefitsCompetitive salary and performance-based bonuses.Flexible work hours and remote work options.Health, dental, and vision insurance.Retirement plan with company match.Paid time off and holidays.Professional development and continuing education opportunities.Supportive and collaborative work environment.Relocation assistance.Join us in this exciting opportunity where you can leverage your expertise in tax planning and advisory while contributing positively to our clients' financial well-being.Mission StatementWe take a collaborative approach to provide information to our business partners using financial analytics, streamlined processes, and combined knowledge to drive goals, visions, and dreams.Vision StatementPartnering to achieve goals, visions, and dreams.ValuesWe are proactiveWe are partnersWe value work/life balanceWe build knowledgeWe respect/trust each otherWe hold Integrity/honestyWe create opportunity

Salary : $90,000 - $200,000