Strategic Tax Advisor & Client-Facing Mentor

Blumarktax; Auburn Hills (MI); On-site; USD 65,000 - 90,000; Full time

Job summary

Blumark Tax Advisors is seeking an experienced Tax Advisor with strong client-facing skills in the tax realm. This role offers growth and career development while working directly with clients on tax consultation, advice and client-focused strategies.

Responsibilities include leading and mentoring tax associates, delivering tax planning and forecasts, presenting returns to clients, and ensuring compliance with current tax laws. Degree in accounting/tax preferred; CPA/EA a plus.

Qualifications

• Degree in accounting, tax or related area is preferred.
• EA or CPA designations are a plus but not required. Open to obtaining designation is preferred.
• Minimum of 3-5 years of tax review and preparation.
• Strong client-facing skills.
• Commitment to continuing education based on designation requirements.
• Demonstrated knowledge of current tax laws and regulations.
• Experience mentoring or training candidates is a plus.
• Strong communication skills, both written and oral are necessary.

Responsibilities

• Lead and mentor tax associates within the team, fostering professional growth and development.
• Work closely with other team members to deliver comprehensive tax planning strategies for clients.
• Present tax returns, forecasts, and planning strategies directly to clients in a consultative manner.
• Review forecasts and tax returns, ensuring accuracy and compliance with current tax laws.
• Participate in case studies and planning sessions to provide the highest level of advice to clients.
• Support technology advancements and process improvements aligned with industry standards.
• Handle general accounting responsibilities for small business clients as needed.
• Engage in team-building activities and contribute to a collaborative work environment.

Skills

Client-facing

Communication

Mentoring

Tax knowledge

Continuing education

Written communication

Education

Degree in accounting or tax

EA/CPA designation preferred

Job description

Blumark Tax Advisors is seeking an experienced Tax Advisor with strong client-facing skills in the tax realm. This role offers growth and career development while working directly with clients on tax consultation, advice and client-focused strategies.

Responsibilities include leading and mentoring tax associates, delivering tax planning and forecasts, presenting returns to clients, and ensuring compliance with current tax laws. Degree in accounting/tax preferred; CPA/EA a plus.