Blumark - Troy, MI
posted about 2 months ago
Blumark Financial Advisors and Blumark Tax Advisors are seeking an experienced Tax Advisor, specifically a CPA or Enrolled Agent (EA), to join our team in Troy, MI. This position is ideal for someone who possesses strong client-facing skills and a solid background in tax consultation. The successful candidate will report directly to the Director of Tax Operations and will have the opportunity to grow and develop their career while working closely with our diverse client base. The role involves providing expert tax advice, developing client-focused strategies, and ensuring compliance with current tax laws. As a Tax Advisor, you will manage a practice consisting of 200-300 clients, which requires a keen understanding of tax regulations and the ability to provide insightful feedback on forecasts and tax returns. You will actively participate in case studies, offering higher-level recommendations to clients and advisors alike. This position also involves collaboration with other advisors, where you will assist in training and mentoring junior tax advisors on the team. Your role will be client-facing, where you will present tax returns and forecasts directly to clients, ensuring they understand their tax situations and the strategies we recommend. Additionally, you will participate in marketing events to promote our services and expand our client base.