Senior Tax & Advisory Lead

CSI Group; Wall Township (NJ); On-site; USD 120,000 - 180,000; Full time

Job summary

CSI Group is seeking a Lead Advisor to manage tax work for members, lead a designated branch, and drive CSI 360 meetings that connect members with CSI services. The role combines leadership with hands-on tax expertise to align branch operations with corporate objectives.

You will oversee returns, mentor staff, and deliver proactive tax planning while maintaining regulatory compliance and top-tier member service.

Qualifications

• EA license required.
• Bachelor's degree in Finance, Accounting, Business or related field preferred.
• 2+ years of tax preparation/ advisory experience.

Responsibilities

• Lead tax return quality and timeliness for members.
• Supervise and coach staff to meet goals.
• Deliver CSI 360 meetings and tax planning discussions.
• Maintain strong knowledge of federal/state tax regulations.

Skills

Enrolled Agent (EA)

Leadership experience

Tax compliance knowledge

Client relationship

Mentoring/coaching

Education

Bachelor's degree in Finance/Accounting

Tools

Lacerte

ProConnect

Job description

CSI Group is seeking a Lead Advisor to manage tax work for members, lead a designated branch, and drive CSI 360 meetings that connect members with CSI services. The role combines leadership with hands-on tax expertise to align branch operations with corporate objectives.

You will oversee returns, mentor staff, and deliver proactive tax planning while maintaining regulatory compliance and top-tier member service.