Tax Advisor

Soltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, has been delivering innovative solutions since 1993. We support individuals and institutions through disciplined operations and compliance-focused practices, allowing our clients to focus on life’s most important pursuits. We are seeking a detail-oriented and experienced Tax Advisor to join our growing team. This position is based out of our Bellevue, WA office and may be structured as a hybrid or fully remote role for the right candidate.

• Prepare and review federal, state, and local tax returns, including corporate, partnership, and individual filings
• Ensure full compliance with all applicable tax laws, regulations, and reporting requirements
• Conduct tax research and stay current on changes in tax legislation and regulatory updates
• Manage tax calendars and ensure timely filing of all required returns and payments
• Prepare and review journal entries, account reconciliations, and supporting schedules related to tax and general accounting
• Support month-end and year-end close processes with a focus on tax-related accruals and adjustments
• Coordinate with external tax advisors and auditors, including preparation of requested documentation
• Assist with tax audits, notices, and inquiries from federal and state agencies
• Maintain and improve internal controls, documentation, and processes related to tax compliance and reporting
• Support multi-state tax registrations, filings, and ongoing compliance requirements

• Bachelor’s degree in Accounting required
• 2-4 years of public accounting or corporate tax experience
• Strong knowledge of federal, state, and local tax regulations
• Experience preparing complex tax returns, including corporate, partnership, individual, fiduciary, and nonprofit filings
• Familiarity with multi-state tax compliance and filings
• Proficiency in accounting systems and tax software
• Advanced Excel skills and strong attention to detail
• Strong organizational skills with the ability to manage multiple deadlines
• Clear and effective written and verbal communication skills

• Public accounting (CPA firm) background
• Experience with partnership and pass-through entity taxation
• Experience responding to tax notices, audits, and regulatory inquiries
• Familiarity with payroll tax filings and compliance

We provide a range of workforce opportunities:

• Benefits Package – see list below
• Competitive base salary
• Professional development and continuing education support
• Collaborative and compliance-focused work environment
• Support for maintaining CPA licensure

We offer a competitive compensation and benefits package, including:

• Health Insurance:
  Multiple plan options with significant employer premium coverage for medical, dental, and vision
• Retirement Savings:
  Employer-matched retirement plan, fully vested, with covered administration and management fees
• Paid Time Off:
  Vacation, personal leave, and floating holidays, with increasing accrual based on tenure
• Parental Leave:
  Paid maternity and paternity leave
• Wellness & Additional Support:
  Wellness benefits including gym reimbursement, and paid leave for bereavement, jury duty, and military service reimbursement, and paid leave for bereavement, jury duty, and military service.