Senior tax advisor

Financial Planning & Tax Office - 27d2; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Financial Planning & Tax Office Inc. in Houston, TX seeks a Senior Tax Advisor to guide clients through complex tax scenarios, prepare returns, and provide strategic planning. The role emphasizes compliance, client relationships, and staying current with tax laws.

This is a full-time position within a collaborative firm focused on professional growth and client success. The ideal candidate holds a CPA with at least 3 years in tax, 5+ years of tax advisory experience, and EA certification is

Qualifications

• CPA certification held for at least 3 years.
• Minimum of 5 years of experience in tax advisory services.
• EA (Enrolled Agent) certification is highly preferred.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills for client interactions.

Responsibilities

• Reviewing and preparing tax returns and providing strategic tax planning guidance.
• Guide clients through complex tax scenarios while ensuring compliance.
• Stay up to date on tax regulations to provide sound advice and build client relationships.

Skills

Analytical skills

Attention to detail

Communication skills

Client relations

Tax advisory

Education

CPA certification

EA certification

Job description

Senior Tax Advisor Opportunity at Financial Planning & Tax Office Inc.

Are you an experienced tax professional looking to take your career to the next level? At Financial Planning & Tax Office Inc., located in Houston, TX, we pride ourselves on providing expert financial planning and tax advisory services to our clients. We’re seeking a dedicated Senior Tax Advisor to join our team and make an immediate impact with their expertise. If you’re passionate about delivering exceptional advisory services and thrive in a collaborative environment, we’d love to hear from you!

Responsibilities

As a Senior Tax Advisor, you’ll play a key role in guiding our clients through complex tax scenarios while ensuring compliance and maximizing opportunities. You’ll provide tailored advisory services, leveraging your experience and knowledge to address client needs. This role involves reviewing and preparing tax returns, offering strategic tax planning, and staying up to date on the latest tax regulations to provide sound advice. Your expertise will help our clients achieve their financial goals, and you’ll have the chance to build long-term relationships with them.

Qualifications

To succeed in this role, you’ll need:

• A CPA certification held for at least 3 years.
• A minimum of 5 years of experience in tax advisory services.
• Proven experience in providing tax advisory services to clients.
• An EA (Enrolled Agent) certification is highly preferred.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills for client interactions.

Why Join Us?

At Financial Planning & Tax Office Inc., we value professionalism, integrity, and a commitment to excellence. Joining our team means becoming part of a supportive and collaborative workplace where your skills and expertise are truly valued. While we don’t currently offer additional benefits, this is an opportunity to work in a respected firm that prioritizes client success and professional growth.

If you meet the qualifications and are ready to bring your tax advisory expertise to a trusted and growing firm, we’d love to hear from you.