Senior Tax Advisor

We are seeking an experienced tax professional to join our growing tax and accounting firm as a Senior Tax Advisor with Assistant Manager responsibilities. This role is ideal for someone who enjoys preparing and reviewing complex tax returns, solving challenging tax issues, building client relationships, and helping lead a high-performing tax department. The successful candidate will manage their own client base while also serving as a technical resource to the department and assisting the Department Manager with leadership, accountability, and process improvement. We operate using the Entrepreneurial Operating System (EOS®) and value initiative, continuous learning, and exceptional client service. Primary Responsibilities Client Management & Tax Preparation Manage an assigned portfolio of business and individual tax clients. Prepare and review complex federal and state tax returns, including Individuals, Partnerships, S Corporations, C Corporations, Trusts, and Nonprofits. Develop trusted relationships with clients by providing proactive tax planning and responsive service. Identify tax-saving opportunities and planning strategies throughout the year. Participate in client meetings and communicate tax matters clearly and professionally. Technical Tax Advisory Research complex tax issues and provide practical, well-supported recommendations. Analyze new legislation, IRS guidance, court decisions, and emerging planning opportunities. Assist with specialized projects such as R&D tax credits, accounting method changes, IRS controversy matters, entity planning, and other advanced tax issues. Serve as a technical resource for other members of the tax department. Help develop internal training materials and technical guidance when appropriate. Assist the Department Manager with day-to-day leadership of the department. Lead EOS® Level 10 (L10) meetings as assigned. Monitor workflow, attendance, accountability, and compliance with firm processes. Communicate client concerns, staffing issues, and operational challenges to the Department Manager. Mentor and coach staff in both technical and professional development. Help improve department efficiency, consistency, and client service. Qualifications Enrolled Agent (EA) or CPA required. Would consider a candidate that is close to completing either. Five or more years of recent tax preparation and accounting experience. Strong technical knowledge of federal income taxation for individuals and business entities. Experience managing client relationships and independently handling tax engagements. Excellent tax research, analytical, and problem-solving skills. Strong communication and organizational abilities. Ability to work effectively in a fast-paced, deadline-driven environment. Experience with Lacerte Tax Software is preferred. Familiarity with EOS® is a plus but not required. What Success Looks Like The successful candidate will: Manage a profitable client portfolio while delivering exceptional client service. Become a trusted technical resource for both clients and staff. Research and resolve complex tax issues with minimal supervision. Help strengthen the department through mentoring, accountability, and process improvement. Support the Department Manager by helping lead the team and fostering a collaborative, high-performing culture. Why Join Our Team? We are a growing, relationship-focused tax and accounting firm committed to technical excellence and outstanding client service. Our team values integrity, accountability, collaboration, and continuous learning. If you enjoy solving complex tax problems, working directly with clients, and helping build a strong tax department, we'd love to meet you. Molen & Associates is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, or genetic information. #J-18808-Ljbffr Titus Talent Strategies