Senior Tax Preparer & Wealth Advisory Lead
Listed on 2026-10-07
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Finance & Banking
Tax Advisor, Tax Manager
Davis Advisory Group in Albuquerque, NM seeks a Senior Tax Preparer to manage complex tax returns for individuals, small businesses, and trusts. You will collaborate with Wealth Advisors to optimize tax efficiency in a year-round role, not just peak season.
Required 4–6 years of tax prep experience, AFSP and PTIN, and proficiency with Drake/Ultra Tax/Pro Connect/Lacerte and Quick Books. Competitive pay, with a substantial bonus structure, and in-person work.
This role is for the Senior Tax Preparer & Wealth Advisory Lead role at Kestra Financial Independent Advisor.
This opportunity is part of our work in Finance, Legal.
The advertised compensation is 50.000 - 70.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Tax Preparer & Wealth Advisory Lead role in the description above.
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