About the Role
The advisor will work directly with clients to assess financial situations, recommend tax planning solutions, and support long-term financial goals while maintaining regulatory compliance.
Responsibilities
- Evaluate client financial records to determine tax liabilities
- Develop customized tax reduction strategies for individuals and businesses
- Communicate complex tax concepts in clear, accessible language
- Maintain up-to-date knowledge of federal and state tax regulations
- Prepare and review tax filings for accuracy and compliance
- Respond to client inquiries regarding tax notices or audits
- Coordinate with internal teams to align financial planning with tax outcomes
- Track deadlines for filing and payment obligations
- Document client interactions and recommendations in secure systems
- Identify opportunities for clients to improve tax efficiency
- Support clients during IRS or state audits with documentation and guidance
- Ensure confidentiality and data protection in all client communications
- Stay informed about changes in tax legislation affecting clients
- Assist in onboarding new clients and gathering financial documentation
- Provide updates on tax law changes that may impact client strategies
- Maintain organized records of client accounts and correspondence
- Escalate complex cases to senior advisors when necessary
- Participate in team meetings to discuss client progress and challenges
- Follow up with clients to confirm understanding of recommendations
- Use tax software to prepare returns and model scenarios
- Promote proactive tax planning over reactive compliance
- Ensure timely submission of estimated tax payments
- Collaborate with accountants and legal professionals on integrated solutions
- Support clients transitioning from other providers
- Monitor client accounts for changes affecting tax status
Nice to Have
- Master’s degree in taxation or related field
- Five or more years in client-facing tax roles
- Experience with multi-state tax filings
- Familiarity with retirement account taxation
- Knowledge of international tax implications for individuals
- Certified Financial Planner (CFP) designation
- Experience supporting high-net-worth clients
- Background in tax controversy representation
- Advanced proficiency in tax research databases
- Prior work in a hybrid or remote advisory setting
Compensation
Competitive salary with performance-based incentives
Work Arrangement
Hybrid work model with office and remote options
Team
Collaborative team environment focused on client service
Professional Development
Advisors receive access to ongoing training in tax law updates, client communication, and technology tools. Internal workshops and external certifications are supported to encourage career growth.
Client Engagement Approach
The role emphasizes proactive communication, regular check-ins, and tailored advice. Advisors build trust by focusing on clarity, responsiveness, and long-term planning.
Not available for this position
