Senior Tax Advisor (CPA/EA) for Wealth Planning

Creative Financial Staffing, LLC; Shoreview (MN); Ibrido; USD 83.000 - 124.000; Tempo pieno

Descrizione del lavoro

Creative Financial Staffing, LLC is seeking a Senior Tax Advisor (EA or CPA) in Shoreview, MN, onsite with hybrid options. The role combines technical tax expertise with client-facing advisory, handling complex federal/state returns and planning for business owners, retirees, and high-net-worth individuals.

Ideal candidates hold an active CPA or EA, maintain PTIN, and have 5+ years of progressive tax experience with familiarity in UltraTax, Drake, ProSeries or Lacerte.

Competenze

• Active CPA or EA credential.
• 5+ years of progressive tax preparation and advisory experience.
• Experience managing complex individual and closely held business tax engagements.

Mansioni

• Serve as a primary tax advisor for a portfolio of individual and small business clients.
• Conduct client meetings to review tax situations, identify planning opportunities, and address complex tax questions.
• Collaborate with financial advisors to support integrated wealth, retirement, and tax planning strategies.
• Provide guidance on tax-efficient strategies related to retirement distributions, business ownership, investments, estate planning, and other financial matters.

Conoscenze

CPA/EA

Tax advisory

Client meetings

Multi-state tax

Strumenti

UltraTax

Drake

ProSeries

Lacerte

Descrizione del lavoro

Creative Financial Staffing, LLC is seeking a Senior Tax Advisor (EA or CPA) in Shoreview, MN, onsite with hybrid options. The role combines technical tax expertise with client-facing advisory, handling complex federal/state returns and planning for business owners, retirees, and high-net-worth individuals.

Ideal candidates hold an active CPA or EA, maintain PTIN, and have 5+ years of progressive tax experience with familiarity in UltraTax, Drake, ProSeries or Lacerte.