Senior Tax Advisor

We are seeking an experienced Tax Advisor to perform tax advising, compliance, reporting, and planning for a diverse client base. This role involves providing proactive tax advice, preparing and filing accurate tax returns, conducting research, and leading process improvements through technology and automation.

• Provide clear, proactive tax advice and identify tax minimization strategies
• Prepare and review individual, partnership, corporate, fiduciary, and foundation tax filings
• Collaborate with clients and professionals to ensure timely and accurate tax compliance
• Conduct research and provide analysis to support tax planning and compliance
• Manage correspondence with tax authorities and represent clients during tax audits
• Provide guidance, training, and supervision to junior tax staff
• Drive process and technology enhancements for improved efficiency
• Stay current with tax law developments and digital transformation trends

• Bachelor’s degree in Business, Accounting, or related field required
• Minimum 5 years of related experience, including 3+ years with complex partnership taxation
• Professional certification such as CPA, CFA, or Enrolled Agent, or advanced degree (MBT, MBA, JD) required
• Experience with foreign investment holdings is a plus
• Strong communication and leadership skills
• Ability to analyze complex tax situations and provide clear recommendations

• Professional office setting with typical office equipment usage and computer work
• Ability to sit, stand, walk, and perform light lifting (up to 25 lbs) occasionally
• Detail-oriented and organized, comfortable working in a results-driven, quiet environment

Enjoy a challenging role with opportunities to lead, innovate, and grow your tax expertise while supporting dynamic clients. Competitive salary and benefits included.