Tax Advisor (EA, CPA, CPA Candidate)

Fast-paced financial advisory firm seeking a tax planning advisor. Primary duties include tax planning and the annual preparation of various federal, state, local, and foreign income tax returns and tax estimates for a variety of taxpayers. Requirements 4+ years of tax preparation experience Preference for experience with Intuit ProConnect or similar tax software Preference for proficiency in QuickBooks Online and Microsoft Office Duties and Responsibilities include: Prepare Federal and State tax returns for individuals, C Corps, S Corps, Partnerships, and Trusts Advise high-net worth clients on financial, tax, and estate planning Prepare tax projections, estimated payments, and assist with tax planning aligned with financial goals Gather information, research, and respond to tax notices Bookkeeping, accounting, and administrative responsibilities Review and analyze general ledgers and financial statements Collaborate closely with clients to deliver accurate financial and tax data ...