Tax Advisor

About the role

The Tax Advisor will provide tax advice and planning strategies to internal employees and existing clients, prepare or review federal and state tax returns, develop tax strategies, assist with tax-related onboarding, and collaborate with Financial Advisors.

Responsibilities

• Provide tax advice and planning strategies to internal employees and existing clients.
• Prepare or review federal and state tax returns for individuals, trusts, and small businesses.
• Develop tax strategies that align with clients’ financial goals and investment strategies.
• Aid in the preparation of financial statements and reports as needed.
• Offer year-round support for tax questions, notices, and audits.
• Collaborate with Financial Advisors to identify tax-saving opportunities as part of comprehensive financial plans.
• Assist with tax-related onboarding of new clients or benefit offerings.
• Educate internal teams on tax-related matters relevant to insurance and retirement planning.
• Stay informed about current tax regulations and changes that may affect employees or clients.
• Ensure compliance with ethical standards and applicable laws.

Requirements

This position requires a combination of technical tax knowledge, excellent communication skills, and a customer-centric approach. The ideal candidate should have a minimum of 3 years of experience in tax advisory, public accounting, or financial services.

Skills, Knowledge And Expertise

• Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• CPA designation required.
• Strong communication and collaboration skills, both written and oral.
• Experience working with financial advisors, insurance professionals, or in a brokerage environment is a plus.
• Solid understanding of individual and small business taxation.
• Excellent listening skills to thoroughly understand client needs.
• Leadership qualities, with the ability to effectively educate and sell to clients.
• Problem-solving and analytical skills, with high attention to detail.
• Professional demeanor and conduct required.
• Maintain a positive attitude and sense of humor!

Benefits

At Heffernan, you will receive a comprehensive benefits package designed to promote well-being, growth, and long-term success. This includes:

• Annual bonus program eligibility.