Senior Tax Advisor

Job Title

Senior Tax Advisor

Collins Consulting is seeking an experienced and detail‑oriented Senior Tax Advisor to join their team. The Senior Tax Associate Advisor supports tax‑related functions for Collins Consulting, TS Banking Group, and affiliated business units. This role is responsible for preparing and reviewing tax returns for agricultural and business entities, coordinating with related owner/consumer returns, and providing proactive, complex tax planning strategies.

The ideal candidate will bring a strong technical foundation in tax compliance, deep knowledge of ag‑related tax issues, and the ability to deliver forward‑looking planning that supports clients’ financial and succession goals.

• Direct experience with farm and agricultural clients, including planning around land sales, equipment purchases, and seasonal income cycles.
• Familiarity with multi‑generational family business structures and succession planning.

CPA or EA designation required. Minimum of 5–7 years of tax preparation and planning experience.
Master’s Degree (M.A.) in Taxation or Juris Doctor (J.D.) with tax focus preferred.

Council Bluffs / Hybrid

Pay is based on experience and earned professional designations.

• Prepare and review tax returns for C Corporations, S Corporations, Partnerships, and Trusts, with a focus on agricultural and closely‑held business entities.
• Complete and integrate individual/consumer tax returns tied to entity ownership, ensuring seamless coordination between entity and owner‑level tax positions.
• Provide strategic tax planning services including entity selection and restructuring, multi‑generational and succession planning, timing strategies for income, deductions, and capital purchases, and gifting, estate, and trust coordination.
• Research and apply agriculture‑specific tax laws, including Section 199A, depreciation, conservation expenses, cooperative patronage dividends, and other relevant provisions.
• Serve as a trusted advisor to clients by explaining complex tax issues in a clear, actionable way.
• Collaborate with bankers and client relationship managers, wealth planning team and fiduciary officers, and attorneys on client planning and wealth management strategies.
• Maintain strong knowledge of current federal and multi‑state tax regulations, with emphasis on Midwest states tax compliance.
• Proficiency with leading tax software platforms and strong Excel/financial modeling skills.
• Ability to integrate entity‑level and individual tax returns.
• Ensure timely tax filings and payment remittances to relevant authorities.
• Mentor and support junior staff during peak filing periods.
• Expertise in complex tax planning strategies for closely‑held businesses and family‑owned enterprises.
• Ability to manage workload during tax season and deliver high‑quality work under deadlines.
• Handle tax audits and other compliance‑related matters, including communications and responses with tax authorities.
• Strong communication and interpersonal skills; capable of building trusted client relationships.
• Extensive experience in tax preparation, research, and compliance for individuals and businesses.
• Strong analytical skills with ability to interpret complex tax codes and apply them to practical scenarios.
• Positive attitude and willingness to work in a team environment, ensuring prompt client responses to minimize duplication of communications.
• Responsible to report any procedure or process that doesn’t meet regulatory requirements, including fraud, whether suspected or confirmed, to management.
• Opens in full compliance with internal policies and procedures, as well as applicable regulations and laws, including but not limited to the Bank Secrecy Act/Anti‑Money Laundering requirements.
• Ability to perform all other duties as assigned.
• Physical demands: representatives of those that must be met by an employee to successfully perform essential functions. Reasonable accommodations may be made to enable individuals with disabilities. Requires regular sitting, talking, handling, occasional standing, walking, lifting up to 25 pounds. Vision requirements include close, distance, color, peripheral, depth perception, and focus adjustment. Occupational environment includes typical office and client site settings.
• Position may require work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs.

• Competitive salary based on experience and qualifications.

• Hybrid work arrangement in Council Bluffs.

#Collins Consulting

Mid‑Senior level

Full‑time

Accounting/Auditing and Finance

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