Tax Advisor

Job Description

We are seeking a skilled, detail-driven Tax Preparer / Tax Advisor to support our growing client base with high-quality tax preparation and proactive tax planning. This role is integral to delivering coordinated retirement guidance — helping clients make smart decisions around Roth conversions, RMD strategy, charitable planning, and income planning.

You will collaborate closely with our retirement planning and investment teams to align tax strategy with each client’s broader retirement blueprint. This is an in-office role with in-person client meetings.

• Accurate, efficient tax preparation delivered with a high standard of client service
• Proactive identification of tax planning opportunities for retirement households
• Smooth collaboration across advisors, client service, and planning teams
• A calm, professional presence during the chaos of tax season

• Prepare and review individual tax returns (with an emphasis on retirement-income complexity)
• Support proactive tax planning strategies including:
  • Roth conversion analysis and execution support
  • RMD planning
  • Social Security taxation strategies
  • Charitable strategies (QCDs, donor-advised funds)
  • Medicare IRMAA awareness
• Maintain strong documentation and ensure compliance with all applicable tax rules
• Communicate clearly with clients regarding tax outcomes and planning opportunities
  
  Coordinate with internal teams to integrate tax strategy into planning recommendations
• Stay current on tax law changes and apply updates to client strategies

• CPA or EA (Enrolled Agent) preferred
• 3+ years of tax preparation experience preferred
• Strong knowledge of individual tax planning, ideally within wealth management
• Excellent attention to detail and high standards for accuracy
• Strong communication skills with a client-friendly approach
• Proficiency with tax preparation software and Microsoft Office
• Ability to manage deadlines without sacrificing quality

Software company