Senior Tax Advisor & Branch Leader

CSI Group; Wall (SD); On-site; USD 85,000 - 120,000; Full time

Job summary

CSI Group is seeking a Lead Advisor to act as branch leader and hands-on tax professional, owning the quality and timeliness of tax work for members and guiding the team that prepares returns. You will deliver CSI 360 meetings, coordinate tax planning, and align branch operations with CSI Group objectives while building long-term member relationships and upholding high standards of service.

The role requires EA license, a Bachelor's in Finance or Accounting, and 2+ years of tax experience;

Qualifications

• EA required; active license for US federal tax work.
• 2+ years of tax preparation experience; advisory experience a plus.
• Experience leading a team or supervising staff.

Responsibilities

• Lead branch operations and people development.
• Review returns for accuracy and compliance; supervise team.
• Deliver holistic CSI 360 meetings and proactive tax planning.
• Build long-term member relationships; drive client satisfaction.
• Collaborate with cross-functional teams and ensure regulatory compliance.

Skills

Enrolled Agent

Leadership

Tax preparation

Client relationship management

Federal/state tax knowledge

Education

Bachelor's degree in Finance or Accounting

Tools

Professional tax software

Job description

CSI Group is seeking a Lead Advisor to act as branch leader and hands-on tax professional, owning the quality and timeliness of tax work for members and guiding the team that prepares returns. You will deliver CSI 360 meetings, coordinate tax planning, and align branch operations with CSI Group objectives while building long-term member relationships and upholding high standards of service.

The role requires EA license, a Bachelor's in Finance or Accounting, and 2+ years of tax experience;