Tax Advisor
StaffBuffalo
Tax Advisor StaffBuffalo is working with a growing, relationship-focused tax advisory firm to hire a Tax Advisor. This opportunity is ideal for a seasoned tax professional who enjoys being deeply involved in client work while also serving as a trusted advisor. Rather than operating in a traditional tax environment defined by intense seasonal workloads, this organization takes a proactive, year-round approach to tax planning, strategy, and client service. As a Tax Advisor, you will lead a pod supporting approximately 30 to 35 client relationships across individual and business entities. You will own client relationships, coordinate workflow, delegate work appropriately, and remain hands-on with both preparation and review activities. This team values autonomy, flexibility, accountability, and collaboration. If you are looking for an opportunity to help shape a growing firm while building meaningful client relationships, this could be an excellent next step in your career. Responsabilities:
- Serve as the primary advisor and relationship manager for a portfolio of individual and business tax clients
- Prepare and review federal and state tax returns, including Forms 1040, 1065, and 1120
- Collaborative culture with ongoing learning opportunities
- Opportunity to help shape and grow a rapidly evolving tax advisory practice
- Ability to independently manage complex tax engagements with minimal oversight
- Excellent client relationship management and communication skills
- Strong organizational skills with the ability to manage multiple priorities and deadlines
- Manage workload and capacity within your pod, delegating work and coordinating support resources
- Collaborate with bookkeeping, accounting, and tax support team members to ensure accurate deliverables
- Maintain high-touch client communication and act as a trusted resource for tax-related questions and planning opportunities
- Stay current on tax regulations and identify opportunities to improve client outcomes
- Minimum of 5 years of public accounting or tax advisory experience
- CPA or Enrolled Agent (EA) designation required
- Salary range of $100,000 to $120,000 annually
- Fully remote work environment with flexibility
- Generous PTO
- Excellent healthcare
Vacancy posted more than 2 months ago
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