Senior Tax Advisor (CPA) — Bonus Eligible, Financial Planning

Heffernan Insurance Brokers; Walnut Creek (CA); On-site; USD 100,000 - 140,000; Full time

Job summary

Heffernan Financial is seeking a Tax Advisor in Walnut Creek, CA to join our Financial Services team. You will deliver expert tax guidance to employees and clients, preparing and reviewing federal/state returns for individuals, trusts, and small businesses.

The ideal candidate holds a CPA, has at least 3 years’ tax advisory or public accounting experience, and demonstrates strong communication and collaboration skills.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• CPA designation required.
• Minimum of 3 years of experience in tax advisory, public accounting, or financial services.
• Strong communication and collaboration skills, both written and oral.

Responsibilities

• Provide tax advice and planning strategies to internal employees and existing clients.
• Prepare or review federal and state tax returns for individuals, trusts, and small businesses.
• Develop tax strategies that align with clients’ financial goals and investment strategies.
• Assist in the preparation of financial statements and reports as needed.
• Offer year-round support for tax questions, notices, and audits.
• Collaborate with Financial Advisors to identify tax-saving opportunities as part of comprehensive financial plans.
• Assist with tax-related onboarding of new clients or benefit offerings.
• Educate internal teams on tax-related matters relevant to insurance and retirement planning.
• Stay informed about current tax regulations and changes that may affect employees or clients.
• Ensure compliance with ethical standards and applicable laws.

Skills

Tax advisory

Client communication

Attention to detail

Collaboration

Public accounting experience

Education

Bachelor’s degree in Finance/Economics/Business Administration

CPA designation

Job description

Heffernan Financial is seeking a Tax Advisor in Walnut Creek, CA to join our Financial Services team. You will deliver expert tax guidance to employees and clients, preparing and reviewing federal/state returns for individuals, trusts, and small businesses.

The ideal candidate holds a CPA, has at least 3 years’ tax advisory or public accounting experience, and demonstrates strong communication and collaboration skills.