Our client, a public accounting firm that provides outsourced CFO, accounting, payroll, and tax services, is seeking a Tax Advisor to provide advisory services directly to their clients based upon financial data provided by their team. They leverage cloud-based platforms and test new technologies to optimize workflow and search for the best solution to effectively and efficiently provide value to their clients. Occasionally, you will need to roll up your sleeves and assist staff complete transactional financial work.

Responsibilities:

• Build financial models to guide the clients operational decisions.
• Comfortably lead the ongoing accounting and client relationship and serve as the main point of contact with the client
• Communicate findings to the client, and use financial info to advise on business action items.
• Understand tax implications and incorporate the tax team’s work into the client communication and planning.
• Prepare outlines and lead all Monthly and Quarterly Strategy Calls with clients.
• Provide tax preparation, tax audit support and tax planning year round
• Lead exceptional client on-boarding experience, hold staff accountable for milestones, initial oversight provided by firm founder.

Qualifications:

• CPA designation REQUIRED
• 5 to 7+ years (minimum) public accounting experience.
• Experience managing the needs of multiple clients.