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:
β’ Guide a gradually expanding portfolio of clients, beginning with a manageable caseload and growing into broader relationship ownership over time.
β’ Participate in quarterly and annual planning discussions with clients, then progress to independently directing those meetings as your expertise deepens.
β’ Advises small business owners on tax matters by turning technical concepts into practical recommendations they can act on.
β’ Review individual, S corporation, and partnership tax returns p...