Tax Advisor

About Soltis Investment Advisors, LLC

Soltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, has been delivering innovative investment solutions since 1993. We create, build, and manage wealth for individuals and institutions, allowing our clients to focus on life’s most important pursuits.

Your Role

As a Tax Advisor, you will:

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

Knowledge, Skills & Abilities

Qualifications :

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

Preferences:

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

Our Investment In You

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.