Tax Advisor

Responsibilities

• Prepare tax returns for individuals, trusts, and small businesses, including necessary accounting
• Process estimates and extensions for tax returns
• Manage and develop tax policies
• Conduct income tax research and planning
• Track workflow using internal systems (SalesForce)
• Collaborate with Financial Advisors to produce required reports and tax planning recommendations
• Contribute to additional research projects as needed

Requirements

• CPA or EA designation
• Bachelor’s degree or equivalent experience in tax or accounting
• At least 3 years of experience in tax or accounting
• Experience working with tax software
• Ability to work independently and as part of a team

Benefits

• Competitive pay
• Flexible working options
• 12 paid holidays and generous PTO policy
• Company-paid STD, LTD, and life insurance
• Medical, dental, and vision plans
• Health savings accounts and flex spending accounts
• Free financial planning and tax preparation services
• Continuing education funding

Pay

The pay range for this role is $70,000 - $90,000 USD per year in various locations including Springfield, IL; South Burlington, VT; and Plymouth, MN (HQ).

Schedule

Mondays through Fridays, hybrid schedule.