Position Overview
Description
We are looking for a Tax Advisor who wants to build a long-term advisory career in a public accounting environment. This position is designed for someone who enjoys client interaction, strategic planning, and relationship management rather than high-volume return production. You will join a collaborative team, develop into a lead advisor over time, and help business owners make informed tax decisions with confidence.
Responsibilities:
• Guide a gradually expanding portfolio of clients, beginning with a manageable caseload and growing into broader relationship ownership over time.
• Participate in quarterly and annual planning discussions with clients, then progress to independently directing those meetings as your expertise deepens.
• Advises small business owners on tax matters by turning technical concepts into practical recommendations they can act on.
• Review individual, S corporation, and partnership tax returns p...