Senior Tax Advisor

Jobtailor; München; Vor Ort; EUR 70.000 - 110.000; Vollzeit

Zusammenfassung

Jobtailor in München seeks a qualified tax advisor to manage an independent client portfolio alongside a Junior Tax Advisor. You will oversee tax return preparation, review, and tax-strategic matters while prioritizing tasks and planning capacity.

The role emphasizes leadership, client relationship expansion, and contributing to the firm’s positioning as tax experts with a focus on technology and innovation in tax advisory.

Qualifikationen

• Qualified Tax Advisor status with at least 3 years of professional experience.
• Confident DATEV usage; pre-population/pre-filing tools are a plus.
• Hands-on experience with FiBu, tax returns and annual financial statements.

Aufgaben

• Own and manage a client portfolio together with a Junior Tax Advisor.
• Provide holistic support from tax returns to tax strategy.
• Plan capacity and prioritize tasks; lead team members.
• Expand client relationships and contribute to the firm’s positioning as tax experts.
• Contribute ideas for further development of Vantoya.

Kenntnisse

Qualified Tax Advisor (Steuerberater)

DATEV Proficiency

Financial Accounting (FiBu)

Tax Return Preparation

Client Portfolio Management

Business Development Experience

Leadership

Capacity Planning

Task Prioritization

Ausbildung

Qualified Tax Advisor (Steuerberater)

Tools

DATEV

Pre-Population Tools

Pre-Filing Tools

Jobbeschreibung

• Responsibility for your own client portfolio in tandem with a Junior Tax Advisor
• Holistic client support from tax return preparation and review to tax-strategic matters
• Capacity planning and task prioritization
• Line management and development of team members
• Expansion of client relationships and further development of the firm's positioning as tax experts
• Providing input and ideas for the further development of Vantoya

Requirements

• Qualified Tax Advisor (Steuerberater) with at least 3 years of professional experience
• Confident use of DATEV; ideally experience with pre-population / pre-filing tools
• Practical experience in Financial Accounting (FiBu), tax returns and annual financial statements
• Business development experience or an existing client portfolio is welcome but not required
• Interest in technology, digitalization and innovation in tax advisory
• Service-oriented personality, clear communication and an entrepreneurial mindset
• Ability to keep an overview and to lead clearly

Core Competencies

Demonstrates expertise as a Qualified Tax Advisor (Steuerberater) with a strong background in Financial Accounting, tax return preparation, and client relationship management. Emphasizes a service-oriented approach, clear communication, and a proactive mindset towards technology and innovation in tax advisory.

Highest-signal resume keywords

• Qualified Tax Advisor (Steuerberater)
• Financial Accounting (FiBu)
• DATEV Proficiency
• Tax Return Preparation
• Business Development Experience

ATS Optimization Keywords

Hard Skills

• Tax Return Preparation
• Financial Accounting (FiBu)
• Annual Financial Statements
• Client Portfolio Management
• Capacity Planning
• Task Prioritization

Soft Skills

• Service-Oriented Personality
• Clear Communication
• Entrepreneurial Mindset
• Leadership

Certifications & Qualifications

• Qualified Tax Advisor (Steuerberater)

Industry Keywords

• Tax Advisory
• Client Relationship Management
• Digitalization
• Innovation

Tools & Technologies

• DATEV
• Pre-Population Tools
• Pre-Filing Tools