Senior Tax Preparer / Tax Specialist - Davis Advisory Group

Kestra Financial; Albuquerque (NM); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive pay with bonus structure

Retirement plan with employer matching

Flexible schedule

Paid time off

Continuing education credits

On-the-job training

Job summary

Davis Advisory Group in Albuquerque, NM is seeking a Senior Tax Preparer / Tax Specialist to manage complex tax returns for individuals, trusts, and small businesses. This role offers a year-round opportunity beyond the traditional seasonal workload.

Responsibilities include preparing and reviewing federal and state returns, collaborating with Wealth Advisors to optimize tax outcomes, and providing clear client guidance while ensuring compliance and accuracy.

Qualifications

• 4–6 years of tax preparation experience, preferably within a public accounting firm or wealth management environment.
• AFSP and IRS PTIN are required.
• EA status or CPA license preferred but not required.
• Proficiency with Drake, UltraTax, ProConnect, Lacerte and QuickBooks is expected.
• Strong communication, attention to detail, and professionalism for upscale clientele.

Responsibilities

• Prepare and review federal and state tax returns for individuals, small businesses and trusts/estates.
• Collaborate with wealth advisors to project tax liabilities and implement year‑round tax strategies.
• Serve as the primary contact for client tax inquiries and translate complex codes into actionable advice.
• Audit & compliance reviews of financial records to identify risks and ensure tax law adherence.
• Assist clients with IRS/state correspondence, notices, and resolutions.

Skills

Tax preparation

Communication

Attention to detail

Client advisory

Education

Annual Filing Season Program

IRS PTIN

CPA license (preferred)

Enrolled Agent (EA) status (preferred)

Tools

Drake

UltraTax

ProConnect

Lacerte

QuickBooks Desktop/Online

Job description

Job Title: Senior Tax Preparer / Tax Specialist

Position Type: Full-time Seasonal with Part-time Year-Round opportunity.

Location: Albuquerque, NM (Journal Center Area)

Davis Advisory Group

Job Title: Senior Tax Preparer / Tax Specialist

Position Type: Full-time Seasonal with Part-time Year-Round opportunity.

Location: Albuquerque, NM (Journal Center Area)

Salary Range: Hourly $25-$35 (for part-time work) depending on experience plus Commissionable with pay ranging from $50k to $70k for Tax preparation during tax season. Terms are negotiable.

Position Overview

As a Senior Tax Preparer, you will manage complex tax preparation, review, and strategic planning for individual, corporate, and trust returns. You will work closely with our Wealth Advisors to ensure our clients' financial portfolios are optimized for maximum tax efficiency. This is a year-round, role offering professional growth beyond the traditional seasonal tax grind.

About Us

We are a premier, upscale financial advisory firm in Albuquerque dedicated to providing holistic wealth management. Our team delivers financial planning and investment management. We believe tax planning is an integral part of wealth preservation.

We are seeking an experienced, detail-oriented Tax Preparer to lead our tax department and provide concierge-level service to our elite clientele.

Key Responsibilities

• Accurate Preparation: Prepare and review federal and state tax returns for individuals, Small Businesses and Trusts/Estates
• Strategic Planning: Collaborate with financial advisors to project tax liabilities and execute proactive, year-round tax mitigation strategies
• Client Advisory: Serve as the direct point of contact for client tax inquiries, translating complex tax codes into clear, actionable advice
• Audit & Compliance: Conduct reviews of financial records, identify potential audit risks, and ensure absolute compliance with changing tax laws
• IRS Representation: Assist and advise clients with the handling of IRS or state tax authority correspondence, notices, and resolution tasks on behalf of clients

Required Qualifications

• Experience: Minimum of 4-6 years of dedicated tax preparation experience, preferably within a public accounting firm or wealth management environment
• Credentials: Completion of Annual Filing Season Program (AFSP) and IRS PTIN
• Active IRS Enrolled Agent (EA) status or Certified Public Accountant (CPA) license preferred but not required
• Technical Skills: Proficiency with advanced professional tax software (e.g., Drake, UltraTax, ProConnect, Lacerte) and accounting tools (QuickBooks Desktop/Online)
• Expertise: Deep understanding of high-net-worth tax nuances, including investment income, real estate transactions, business entity structures, and estate/gift tax
• Soft Skills: Immaculate communication skills, exceptional attention to detail, and a polished, professional demeanor suited for upscale clientele

Benefits

• Competitive pay with a substantial bonus structure based on work completed
• Retirement savings plan with employer matching contributions
• Relaxed post-tax-season schedule
• Continuous professional development and CPE tracking reimbursement
• A sophisticated, collaborative office culture with modern amenities
• 401(k) matching
• Continuing education credits
• Flexible schedule
• On-the-job training
• Paid time off
• Paid training
• Work Location: In person