Senior Tax Advisor - CPA/EA for Strategic Tax Planning

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

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