Sr. Tax Advisor

Creative Financial Staffing, LLC; Novi (MI); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Health, dental, vision

Simple IRA

Job summary

Creative Financial Staffing (CFS) partners with a well-established Novi CPA firm to place a Sr. Tax Advisor focused on individual tax. The role emphasizes technical tax work, reviewing returns, and providing guidance directly to clients without a partner-track path.

Candidates will handle complex Form 1040 filings, investments, K-1s, multi-state issues, and tax planning. Flexible engagement options include full-time or seasonal arrangements with meaningful client interaction and a collaborative

Qualifications

• 7+ years of public accounting experience with emphasis on individual taxation.
• Experience reviewing Form 1040 returns, not just preparing them.
• Strong knowledge of complex individual tax returns including investments and multi-state issues.
• Excellent attention to detail and commitment to quality.
• Strong communication skills and ability to work directly with clients.
• Comfort with modern tax software; CCH Axcess experience preferred.

Responsibilities

• Review individual income tax returns, primarily Form 1040, including complex filings.
• Review returns involving investments, K-1s, pass-through entities, multi-state taxation, and other complex issues.
• Identify errors, potential risks, and opportunities for tax savings.
• Provide constructive feedback to preparers and help improve overall return quality.
• Work directly with clients to answer questions and explain tax positions.
• Participate in individual tax planning and advisory conversations.
• Manage your workflow effectively and meet deadlines during tax season.
• Utilize CCH Axcess and other tax technology to work efficiently and accurately.

Skills

Individual taxation

Reviewing Form 1040

Public accounting

Tax planning

Client communication

Investments & K-1s

Multi-state taxation

Education

CPA

EA

Tools

CCH Axcess

Job description

Sr. Tax Advisor

Individual Tax / 1040 Focus

Location: Novi, MI
Employment Options: Full-Time or Seasonal
Compensation: $75,000–$100,000 Full-Time | $40–$70/hour Seasonal

About the Sr. Tax Advisor Opportunity

Creative Financial Staffing (CFS) is partnering with a well-established CPA firm in Novi to identify an experienced Sr. Tax Advisor with a strong background in individual taxation.

This is an excellent opportunity for a Sr. Tax Advisor who enjoys complex tax work, reviewing returns, working directly with clients, and providing thoughtful tax guidance—without the expectation of managing a large team or pursuing a traditional partner-track career.

The firm is open to both full-time and seasonal Sr. Tax Advisor candidates, providing flexibility based on your career goals and preferred schedule.

What You’ll Do

As a Sr. Tax Advisor, you will serve as a technical resource for individual taxation and play an important role in ensuring clients receive accurate, high-quality tax guidance.

• Review individual income tax returns, primarily Form 1040, including complex filings

• Review returns involving investments, K-1s, pass-through entities, multi-state taxation, and other complex issues

• Identify errors, potential risks, and opportunities for tax savings

• Provide thoughtful, constructive feedback to preparers and help improve overall return quality

• Work directly with clients to answer questions and explain tax positions in an understandable way

• Participate in individual tax planning and advisory conversations

• Manage your workflow effectively and meet important deadlines during tax season

• Utilize CCH Axcess and other tax technology to work efficiently and accurately

What We’re Looking For

The ideal Sr. Tax Advisor will bring strong technical knowledge of individual taxation along with the ability to communicate effectively with both clients and other members of the tax team.

• 7+ years of public accounting experience with a strong emphasis on individual taxation

• Proven experience reviewing Form 1040 returns, not simply preparing them

• Strong technical knowledge of complex individual tax returns

• Experience with investments, K-1s, multi-state returns, and pass-through taxation

• Excellent attention to detail and commitment to quality

• Strong communication skills and the ability to work directly with clients

• Comfortable working with modern tax software; CCH Axcess experience is preferred

Preferred Qualifications

• CPA, EA, or other relevant tax credential

• Experience with individual tax planning

• Exposure to financial planning or advisory concepts

• Previous experience functioning as a Sr. Tax Advisor, Senior Tax Accountant, Tax Manager, or similar senior-level tax professional

Why Consider This Sr. Tax Advisor Role?

This Sr. Tax Advisor position is designed for an experienced tax professional who wants to stay close to the technical work they enjoy while gaining greater flexibility and work-life balance.

• Flexible engagement: Full-time or seasonal options

• Competitive compensation: $75,000–$100,000 full-time or $40–$70/hour seasonal

• Technical focus: Spend your time doing meaningful tax work rather than managing a large team

• Client-facing opportunity: Build relationships and provide valuable tax guidance

• Collaborative environment: Low bureaucracy and accessible leadership

• Seasonal flexibility: Significant overtime during tax season followed by reduced hours and greater flexibility during the off-season

• Benefits for full-time employees: Health, dental, vision and Simple IRA

Work Schedule

January–April: Busy season with significant overtime expected

May–December: Reduced hours and greater flexibility

Take the Next Step

If you’re an experienced Sr. Tax Advisor who enjoys complex 1040 work, reviewing returns, tax planning, and direct client interaction, this could be an excellent opportunity to take your career in a more flexible direction.

CFS is working directly with the hiring team and can provide additional details regarding the Sr. Tax Advisor opportunity, compensation, flexibility, and interview process.