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Senior Tax Advisor; CPA Eligible, Financial Planning

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Heffernan Insurance Brokers
Full Time position
Listed on 2026-11-05
Job specializations:
  • Finance & Banking
    Tax Advisor, Tax Manager, Accounting & Finance, Tax Accountant
  • Accounting
    Tax Advisor, Tax Manager, Accounting & Finance, Tax Accountant
Salary/Wage Range or Industry Benchmark: 100000 - 140000 USD Yearly USD 100000.00 140000.00 YEAR
Job Description & How to Apply Below
Position: Senior Tax Advisor (CPA) — Bonus Eligible, Financial Planning

Heffernan Financial is seeking a Tax Advisor in Walnut Creek, CA to join our Financial Services team. You will deliver expert tax guidance to employees and clients, preparing and reviewing federal/state returns for individuals, trusts, and small businesses.

The ideal candidate holds a CPA, has at least 3 years’ tax advisory or public accounting experience, and demonstrates strong communication and collaboration skills.

Are you ready to take on the Senior Tax Advisor (CPA) — Bonus Eligible, Financial Planning role at Heffernan Insurance Brokers?

The Senior Tax Advisor (CPA) — Bonus Eligible, Financial Planning position in the Finance field is open for applications.

We have an opening for a Senior Tax Advisor (CPA) — Bonus Eligible, Financial Planning in Walnut Creek, CA, United States within Finance.

This role, Senior Tax Advisor (CPA) — Bonus Eligible, Financial Planning at Heffernan Insurance Brokers, could be your next move.

Position Requirements
10+ Years work experience
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