Tax Advisor

Compensation: Base Salary: Up to approximately $95,000 Long-term growth and leadership advancement opportunity Work Model: Fully onsite during the first year Additional flexibility may be available based on performance and tenure Company Overview We are partnering with a highly respected advisory practice that serves affluent families, entrepreneurs, trusts, estates, closely held businesses, and multi-generational wealth structures. The firm provides integrated tax, estate, business, and wealth planning services and has built a reputation for delivering highly personalized advice and long-term client relationships. Unlike many large accounting environments where professionals specialize narrowly, this team takes a holistic approach, allowing tax professionals to gain broad exposure across multiple entity types, planning strategies, and advisory engagements. The Opportunity This is not a traditional tax preparation position. The firm is seeking a Tax Advisor who wants to become deeply involved in client relationships, tax planning discussions, and long-term advisory work. The position offers direct exposure to business owners, high-net-worth individuals, trusts, estates, and family wealth structures. The leadership team is focused on developing future leaders within the tax practice, making this an attractive opportunity for someone seeking long-term growth beyond pure compliance work. Key Responsibilities Tax Compliance & Preparation Prepare and review individual, partnership, corporate, and fiduciary tax returns Maintain supporting workpapers and documentation for tax filings Assist with tax compliance matters across multiple entity structures Prepare various informational and reporting forms as required Identify tax planning opportunities for individuals and business owners Assist with wealth preservation, estate planning, and business succession strategies Support implementation of tax-efficient planning recommendations Participate in discussions regarding complex client tax matters Client Service & Relationship Management Work directly with clients to gather information and address tax-related questions Assist clients with responses to taxing authorities and regulatory inquiries Develop trusted relationships with business owners, families, and advisors Participate in ongoing client service and planning engagements Research & Technical Analysis Conduct federal and state tax research Analyze tax legislation and technical guidance Document research findings and planning recommendations Assist with special projects and complex client engagements Ideal Candidate Profile 2–5 years of tax compliance experience Experience preparing: Individual (1040) returns Partnership (1065) returns S Corporation returns Corporate tax returns Exposure to trust, estate, or fiduciary taxation preferred Strong tax research and analytical capabilities Ability to manage multiple client engagements simultaneously Strong communication and interpersonal skills Detail-oriented with excellent organizational skills Preferred Backgrounds Local CPA firms Regional public accounting firms Family office tax groups Wealth management tax practices Candidates coming from broad-based tax environments often align particularly well due to exposure across multiple entity types and direct client interaction. The firm is open to: CPA CPA candidates actively pursuing certification Enrolled Agent (EA) Why This Opportunity Clear path toward increased responsibility and potential future leadership Exposure to sophisticated high-net-worth and family wealth planning matters Opportunity to participate in both tax compliance and tax planning Direct interaction with business owners, entrepreneurs, trusts, estates, and family offices Collaborative, relationship-driven culture with strong leadership access Broad tax exposure rather than narrow specialization Stable and highly respected advisory platform with long-standing client relationships #J-18808-Ljbffr