Tax Staff - Public

We are looking for a Tax Advisor who wants to build a long-term advisory career in a public accounting environment. This position is designed for someone who enjoys client interaction, strategic planning, and relationship management rather than high-volume return production. You will join a collaborative team, develop into a lead advisor over time, and help business owners make informed tax decisions with confidence.

Responsibilities:

• Guide a gradually expanding portfolio of clients, beginning with a manageable caseload and growing into broader relationship ownership over time.
• Participate in quarterly and annual planning discussions with clients, then progress to independently directing those meetings as your expertise deepens.
• Advises small business owners on tax matters by turning technical concepts into practical recommendations they can act on.
• Review individual, S corporation, and partnership tax returns prepared by team members to support accuracy, completeness, and strategic alignment.
• Work closely with accounting and bookkeeping team members to ensure tax strategies are carried through correctly in day-to-day financial records.
• Identify planning opportunities involving entity selection, owner pay structure, retirement approaches, real estate coordination, and other tax-saving considerations.
• Strengthen client relationships through responsive communication, thoughtful guidance, and consistent follow-through on planning initiatives.
• Support the development of team members by sharing knowledge, offering feedback, and contributing to a strong advisory culture.
• At least 3 years of experience in public accounting with hands-on exposure to tax planning, compliance, and client service.
• Working knowledge of individual, corporate, and partnership tax matters, including multi-state considerations where applicable.
• Experience reviewing or preparing returns such as Form 1040, Form 1120S, and Form 1065.
• Ability to research tax issues and translate findings into clear recommendations for clients and internal teams.
• Intuit ProSeries and QuickBooks or other tax software is a plus.
• Strong communication skills with the ability to lead conversations professionally and explain complex tax topics in straightforward language.
• Comfortable managing multiple deadlines, prioritizing client needs, and contributing within a collaborative team setting.