Tax Advisor

About Eaton-Cambridge

Eaton-Cambridge is a wealth management and tax strategy firm dedicated to helping individuals and families make confident, values-aligned financial decisions. We serve as long-term financial guides by integrating financial planning, investment management, and tax strategy into one cohesive client experience.

We are growing and seeking an experienced Tax Advisor who enjoys solving complex tax matters, developing proactive strategies, and building meaningful client relationships. This opportunity is ideal for an accomplished tax professional looking to make a lasting impact within a collaborative, growing firm.

Position Overview

The Tax Advisor is a senior member of our tax team, responsible for delivering sophisticated tax planning, advisory, and compliance services to high-net-worth individuals, families, businesses, trusts, and nonprofit organizations.

This role combines advanced technical expertise with direct client relationships and proactive tax strategy. You will manage a portfolio of clients, collaborate closely with financial advisors, and provide technical guidance on complex tax matters while contributing to the continued development of our tax department.

Primary Responsibilities

Tax Strategy & Advisory

• Develop proactive tax planning strategies for high-net-worth individuals, families, and business owners.
• Advise on complex individual, business, trust, and multistate tax matters.
• Identify planning opportunities involving investments, retirement, charitable giving, business ownership, and estate planning.
• Lead tax projections, evaluate planning scenarios, and communicate actionable recommendations.
• Research sophisticated tax matters and collaborate with financial advisors to integrate tax strategies into clients broader financial plans.

Tax Compliance & Technical Oversight

• Review complex individual, business, trust, and nonprofit tax returns, including Forms 1040, 1065, 1120, 1120S, 1041, and 990.
• Prepare and review individual, business, trust, and nonprofit tax returns, including Forms 1040, 1065, 1120, 1120S, 1041, and 990.
• Provide technical guidance and ensure accuracy, quality, and compliance with applicable tax laws.

Client Relationships & Collaboration

• Serve as the primary tax advisor for an assigned portfolio of clients.
• Lead client meetings and communicate complex tax matters clearly and effectively.
• Build trusted, long-term relationships through responsive service and proactive guidance.
• Collaborate with financial advisors and other professionals to deliver a coordinated client experience.

Team & Department Support

• Mentor tax professionals and provide guidance on complex engagements.
• Partner with tax leadership to support engagement priorities, quality standards, and team development.
• Contribute to workflow improvements and the continued growth of the tax department.

Qualifications

• 8–10+ years of progressive public accounting or tax advisory experience.
• CPA designation required.
• Advanced expertise in individual, business, pass-through entity, trust, and multistate taxation.
• Significant experience advising high-net-worth individuals, families, and business owners.
• Demonstrated ability to develop and communicate proactive tax planning strategies.
• Experience managing complex client engagements and long-term client relationships.
• Strong technical research, review, and problem-solving skills.
• Experience mentoring or providing technical guidance to other tax professionals.
• Exceptional communication, organization, and time management skills.
• High level of professionalism, integrity, and a client-first mindset.
• Experience with Thomson Reuters UltraTax, Onvio, or similar software preferred.

Career Opportunity

This position offers opportunities for continued professional growth, increasing responsibility, and a potential long-term path to tax department leadership.

Why Eaton-Cambridge?

• Be part of a firm that integrates wealth management and tax strategy into one coordinated client experience.
• Collaborate with experienced financial advisors and tax professionals in a team-oriented environment.
• Join a values-driven firm focused on quality, integrity, innovation, and exceptional client service.
• Build a long-term career with a growing firm that invests in its people and professional development.

Benefits

• Competitive compensation commensurate with experience
• Vacation and holiday pay
• 401(k) with employer match
• Health insurance
• Continuing education and professional development opportunities
• Supportive, collaborative, and team-oriented culture

Compensation : To be determined based on experience and qualifications.