Senior Tax Advisor — Financial Planning & Compliance

Heffernan Financial; Walnut Creek (CA); On-site; USD 84,000 - 140,000; Full time

Benefits offered by this job

Annual bonus program

Comprehensive benefits

Job summary

Heffernan Financial is seeking an experienced Tax Advisor to join our team in Walnut Creek, CA. The role focuses on providing strategic tax guidance to employees and clients, including preparing federal and state returns for individuals, trusts, and small businesses.

The ideal candidate holds a CPA, with at least 3 years in tax advisory or related fields, and excels in communication and collaboration across teams and advisors. A client-centric, detail-oriented mindset is essential.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• CPA designation required.
• Minimum of 3 years of tax advisory, public accounting, or financial services.
• Strong communication and collaboration skills, both written and oral.
• Experience working with financial advisors, insurance professionals, or in a brokerage environment is a plus.
• Solid understanding of individual and small business taxation.

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

Communication skills

Collaboration

Leadership

Problem solving

Analytical skills

Listening skills

Education

Bachelor’s degree in Finance, Economics, Business Administration, or related field

Job description

Heffernan Financial is seeking an experienced Tax Advisor to join our team in Walnut Creek, CA. The role focuses on providing strategic tax guidance to employees and clients, including preparing federal and state returns for individuals, trusts, and small businesses.

The ideal candidate holds a CPA, with at least 3 years in tax advisory or related fields, and excels in communication and collaboration across teams and advisors. A client-centric, detail-oriented mindset is essential.