Senior Tax Advisor (Preferred: CPA or Enrolled Agent)(Location: Danville, CA)

Cetera Financial Group - Danville, CA

Full-time - Mid Level

Danville, CA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Senior Tax Advisor at Avantax, Inc. is a key role within the tax team, responsible for tax planning, compliance, and preparation of tax returns for various entities. This position requires a strong understanding of tax laws and regulations, as well as the ability to develop tax strategies that benefit clients. The advisor will work closely with clients and team members, ensuring a high-quality tax service while also contributing to the growth and direction of the tax team.

Responsibilities

• Preparation of federal and state income tax returns for individuals, partnerships, corporations, and trusts.
• Review and analysis of tax laws and regulations to ensure compliance with government regulations.
• Apply functional knowledge to understand potential tax issues and participate in tax planning.
• Assist with identifying and implementing tax savings strategies for clients.
• Communicate with clients to gather necessary information and to explain tax laws and regulations.
• Work independently and as part of a multi-disciplinary team on both non-recurring and ongoing projects.
• Train junior Tax Associates in preparing tax returns for clients based on accepted company standards.
• Develop and revise company processes and procedures to ensure a consistent tax client experience and achievement of predetermined SLA.
• Monitor Key Performance Indicators for Tax business and coach team members to greater achievement.
• Develop and edit correspondence (IRS or otherwise), memoranda, and other client deliverables as needed.
• Continuous learning to keep up to date with changes in tax laws and regulations.
• Partner with Avantax Planning Partner FPCs and FSAs to identify Wealth Management opportunities.

Requirements

• A Bachelor's Degree in Accounting and active Enrolled Agent designation are required.
• 3-5 years of experience preparing federal individual and business (S-Corp; Partnerships, Trusts) tax returns.
• Experience preparing complex returns (individual, trust, partnerships).
• Demonstrated aptitude for strategic planning and execution with the ability to lead toward a growth culture.
• Broad knowledge of state taxes including income, franchise, and transactional tax.
• Ability to work and deliver quality products under tight tax deadlines.
• Excellent communication skills must be a team player.
• Strong analytical skills.
• Proficient in Excel.

Nice-to-haves

• A Master's Degree in Taxation or MBA is preferred.

Benefits

• Inclusive health, dental, vision and life insurance plans.
• Easy access to mental health benefits.
• 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day of paid volunteer time off (VTO).
• 401(k) Savings plan with a generous company contribution (up to 5%).
• Paid parental leave for birth, adoption, and foster.
• Health Savings and Flexible Spending Account options.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance.