Tax Consultant (Hybrid or Remote)

Tax Preparation and Planning

Prepare and review proforma and finalized tax returns under the guidance of experienced tax professionals, for client types including individuals, trusts, estates, partnerships, and S & C corporations.

Assist in preparing amended tax returns.

Support the review and response process for tax notices.

Contribute to the development of tax projections.

Tax Compliance Support

Review and interpret federal, state, and local tax regulations relevant to client situations.

Ensure accurate and timely filing of tax returns.

Aid clients with estimated tax payments, IRS correspondence, and audit support as needed.

Internal Collaboration

Serve as the in-house tax resource for advisors and investment professionals.

Participate in client meetings to explain tax implications of investment and planning decisions.

Contribute to internal training and development on tax-related topics.

Research and Strategy

Stay current on tax law changes and assess their impact on client strategies.

Develop and maintain tax planning tools, templates, and best practices.

Contribute to white papers, newsletters, and client education materials on tax topics.

Projects

All other duties as assigned.

Education/Qualifications

• Bachelor's degree (or equivalent experience) in accounting, finance, or a related field preferred
• Minimum of 5 years of experience in tax planning and compliance, preferably in a wealth management or advisory setting
• Strong knowledge of individual, trust, and small business taxation
• Proficiency in tax software and financial planning tools
• Excellent analytical, communication, and interpersonal skills

Comprehensive Benefits Offerings

You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development
• 401k – with match and profit sharing
• Wellness programs and resources
• Worker's compensation – employer paid

Pay

The hourly rate for this position is $38.00 to $50.00 per hour, depending on experience.

Benefits

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony.

You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development
• 401k – with match and profit sharing
• Wellness programs and resources
• Worker's compensation – employer paid

Equal Opportunity Employer

We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status.