TAX ADVISOR

About the role

Blumark Tax Advisors is seeking an experienced Tax Advisor with strong client-facing skills to provide tax consultation, advice, and client-focused strategies. This position offers growth and development opportunities within a collaborative team environment.

Responsibilities

• Lead and mentor tax associates within the team, fostering professional growth and development.
• Work closely with other team members to deliver comprehensive tax planning strategies for clients.
• Present tax returns, forecasts, and planning strategies directly to clients in a consultative manner.
• Review forecasts and tax returns, ensuring accuracy and compliance with current tax laws.
• Participate in case studies and planning sessions to provide the highest level of advice to clients.
• Support technology advancements and process improvements aligned with industry standards.
• Handle general accounting responsibilities for small business clients as needed.
• Engage in team-building activities and contribute to a collaborative work environment.

Requirements

• Degree in accounting, tax, or a related area is preferred.
• EA or CPA designations are a plus but not required; openness to obtaining a designation is preferred.
• Minimum of 3-5 years of tax review and preparation experience.
• Strong client-facing skills.
• Commitment to continuing education based on designation requirements.
• Demonstrated knowledge of current tax laws and regulations.
• Experience mentoring or training candidates is a plus.
• Strong written and oral communication skills.