Tax Advisor – $60,000 - $100,000 per year – Fleming Island, FL

The Role

Do you have a Minimum of 3 years’ experience in tax preparation? Are you proficient in using advanced tax software to maximize client benefits? Would you like a year-round position with real opportunity to grow and advance your career? If so, this could be the perfect opportunity for you!

To maximize tax savings and net value for our growing clientele, a core part of our value proposition, we're seeking talented Tax Advisors to join our growing team.

In this role, you'll play a key part in our client's success. You'll build strong relationships, conduct in-depth tax analysis, learn proven tax savings strategies, and develop personalized tax plans to help clients minimize their tax burden and achieve their financial goals.

Importantly, you will have access to training that will build your tax skills and value as a professional. Our method of tax advice is designed by top CPAs, tax attorneys and a PhD. You will learn solid tax-savings techniques most clients have not seen before, as well as advanced asset protection, estate and trust planning, and estate tax control methods.

Key Responsibilities:

• Deliver both personal and business tax preparation, advice, and guidance that meet client-specific goals and objectives.
• Maintain and update client information using Sales Force CRM and related IT systems.
• Develop in-depth tax analysis and customized tax optimization plans.
• Support clients in reducing tax liabilities, protecting assets, and planning estates and trusts.
• Conduct screenings and assessments for tax reduction and control.
• Handle coordination of payroll, bookkeeping, and other accounting services.
• Convert prospective client inquiries into new client relationships through effective communication of our service offerings.
• Work collaboratively with affiliate wealth advisors and attorneys to deliver comprehensive financial solutions.

The Company

TaxMaster™ is not is not a low cost tax mill. It is not for every taxpayer. TaxMaster™ is an extremely professional practice led by highly trained and educated tax professionals with advanced tax degrees.

We tend to really shine for clients with complicated situations, such as business owners/professionals, stock and real estate investors, executives, and high net worth individuals and families. We are best for those that value high impact results and appreciate the depth of professional time required to achieve them. 

The Benefits

• 401(k) with 4% match
• Non-qualified Career Bonus Plan
• Dedicated career track and advancement potential
• Profit sharing and incentive compensation bonuses
• Work-at-home flexibility 
• Dental, Health, Vision and Life insurance
• Paid time off & extensive vacation time
• Professional development assistance

The Person

• Current EA or CPA certification, with IRS enrolment; CFP®, ChFC®, or similar credentials highly regarded.
• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• Minimum of 3 years’ experience in tax preparation, preferably in a client-facing role.
• Exceptional analytical, organisational, and interpersonal skills.
• Proficiency in Microsoft Office, Sales Force, and tax software/planning programs.
• Management experience and/or MBA a definite plus.

If you're a highly motivated and results-oriented tax professional who enjoys helping others, we encourage you to apply!

#ecruit

Contact information

Kim Camarda