SR. TAX ADVISOR - CPA/EA

LOOKING FOR A GREAT OPPORTUNITY?   We may have just what you're looking for.  Blumark Financial Advisors and Blumark Tax Advisors are looking for an experienced CPA or EA, with great client-facing skills in the tax realm.  This position will report to the CFO/COO and will give the right candidate the opportunity to grow and develop a career, working with our clients, providing tax consultation, advice and client-focused strategies as well as taking on the coaching and mentoring of our comprehensive tax team. Responsibilities of the Sr. Tax Advisor: Manages practice of 225+ clients Reviews forecasts and tax returns and gives feedback to Advisors and Clients Actively participates in case study, has ability to provide higher level client recommendations  Works closely with Advisors. Helps with training and work closely with tax advisors on the team. Client facing role - presents returns and forecasts to client. Participates in marketing events. Required Qualifications: Must hold an active designation (EA, CPA) Minimum of 5 years of tax related experience. Maintains continuing education based upon designation. Able to demonstrate current knowledge of applicable tax laws. Excellent communication skills, both written and verbal. Previous leadership experience is required.

Created: 2024-11-05