Tax Advisor

Soltis Investment Advisors, LLC; Southlake (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health Insurance

Retirement Savings

Paid Time Off

Parental Leave

Wellness & Additional Support

Job summary

Soltis Investment Advisors, LLC in Southlake, Texas, seeks a Tax Advisor to prepare and review federal, state, and local tax returns and ensure regulatory compliance. The role includes tax research, calendar management, and coordination with external tax advisors and auditors.

You will support month-end close and annual tax provisions, with a focus on accuracy and process improvement. A CPA background and 2–4 years of public accounting or corporate tax experience are preferred.

Qualifications

• Bachelor’s degree in Accounting is required.
• 2-4 years of public accounting or corporate tax experience.
• Strong knowledge of federal, state, and local tax regulations.
• Experience preparing complex tax returns including corporate, partnership, and individual filings.
• Familiarity with multi-state tax compliance and filings.
• Proficiency in accounting systems and tax software.
• Advanced Excel skills and strong attention to detail.
• Strong organizational and written/verbal communication skills.

Responsibilities

• Prepare and review federal, state, and local tax returns (corporate, partnership, individual).
• Ensure compliance with tax laws, regulations, and reporting requirements.
• Conduct tax research and stay current on tax legislation changes.
• Manage tax calendars and timely filing of returns/payments.
• Support month-end and year-end tax-related accruals and adjustments.

Skills

Tax knowledge

Excel skills

Attention to detail

Organizational skills

Communication skills

Education

Bachelor’s degree in Accounting

Tools

Tax software

Accounting systems

Job description

Tax Advisor

Soltis Investment Advisors, LLC Southlake, Texas, United States

About this position

About Soltis Investment Advisors, LLC

Soltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, has been delivering innovative investment solutions since 1993. We create, build, and manage wealth for individuals and institutions, allowing our clients to focus on life’s most important pursuits.

Your Role

As a Tax Advisor, you will:

• Prepare and review federal, state, and local tax returns, including corporate, partnership, and individual filings
• Ensure full compliance with all applicable tax laws, regulations, and reporting requirements
• Conduct tax research and stay current on changes in tax legislation and regulatory updates
• Manage tax calendars and ensure timely filing of all required returns and payments
• Prepare and review journal entries, account reconciliations, and supporting schedules related to tax and general accounting
• Support month-end and year-end close processes with a focus on tax-related accruals and adjustments
• Coordinate with external tax advisors and auditors, including preparation of requested documentation
• Assist with tax audits, notices, and inquiries from federal and state agencies
• Maintain and improve internal controls, documentation, and processes related to tax compliance and reporting
• Support multi-state tax registrations, filings, and ongoing compliance requirements

Knowledge, Skills & Abilities

Qualifications :

• Bachelor’s degree in Accounting required
• 2-4 years of public accounting or corporate tax experience
• Strong knowledge of federal, state, and local tax regulations
• Experience preparing complex tax returns, including corporate, partnership, individual, fiduciary, and nonprofit filings
• Familiarity with multi-state tax compliance and filings
• Proficiency in accounting systems and tax software
• Advanced Excel skills and strong attention to detail
• Strong organizational skills with the ability to manage multiple deadlines
• Clear and effective written and verbal communication skills

Preferences:

• Public accounting (CPA firm) background
• Experience with partnership and pass-through entity taxation
• Experience responding to tax notices, audits, and regulatory inquiries
• Familiarity with payroll tax filings and compliance

Our Investment In You

We provide a range of workforce opportunities:

• Benefits Package – see list below
• Competitive base salary
• Professional development and continuing education support
• Collaborative and compliance-focused work environment
• Support for maintaining CPA licensure
• Health Insurance: Multiple plan options with significant employer premium coverage for medical, dental, and vision
• Retirement Savings: Employer-matched retirement plan, fully vested, with covered administration and management fees
• Paid Time Off: Vacation, personal leave, and floating holidays, with increasing accrual based on tenure
• Parental Leave: Paid maternity and paternity leave
• Wellness & Additional Support: Wellness benefits including gym reimbursement, and paid leave for bereavement, jury duty, and military service reimbursement, and paid leave for bereavement, jury duty, and military service.