Tax Advisor

Tax Action Group; Springfield (MO); On-site; USD 65,000 - 110,000; Full time

Job summary

The Tax Action Group in Springfield, MO seeks a dynamic Tax Advisor to guide clients in tax planning, compliance, and reporting across diverse industries including estate planning and financial services.

You will perform tax research, prepare returns, analyze financial statements, and communicate complex tax concepts clearly while delivering proactive, strategic advice aligned with GAAP and regulatory standards.

Qualifications

• Must have experience in tax accounting or public accounting.
• Strong knowledge of GAAP and regulatory standards.
• Experience with tax research and analysis.
• Proficiency with accounting software such as Quicken.
• Ability to explain complex tax concepts to clients.

Responsibilities

• Prepare and review individual and corporate tax returns.
• Advise clients on estate planning strategies, wills, trusts, and estate law.
• Conduct tax research on evolving tax laws and compliance requirements.
• Assist with complex transactions including mergers & acquisitions, asset management, and private equity deals.
• Support regulatory compliance accounting by preparing financial reports aligned with GAAP and regulatory standards.
• Perform detailed account reconciliation, balance sheet reconciliation, and financial statement preparation.
• Communicate effectively with clients to explain technical tax concepts and develop tailored tax strategies.

Skills

Tax accounting

Public accounting

Regulatory compliance

GAAP

Financial analysis

Client communication

Account reconciliation

Tax research

Education

Bachelor's degree in accounting or related field

CPA preferred

Tools

Quicken

Job description

We are seeking a dynamic and detail-oriented Tax Advisor to join our team and drive excellence in tax planning, compliance, and reporting. In this pivotal role, you will leverage your expertise in tax law, accounting principles, and financial analysis to provide strategic guidance to clients and ensure adherence to regulatory standards. Your energetic approach will help clients optimize their tax positions while navigating complex tax regulations with confidence. This position offers an exciting opportunity to work across diverse industries, including estate planning, corporate taxation, and financial services, contributing to our mission of delivering exceptional tax solutions.

Duties

• Prepare and review individual and corporate tax returns with precision, ensuring compliance with federal, state, and local regulations.
• Advise clients on estate planning strategies, wills, trusts, and estate law to maximize benefits and minimize liabilities.
• Conduct detailed tax research on evolving tax laws such as securities law, LIHTC (Low-Income Housing Tax Credit), and SOX (Sarbanes-Oxley Act) compliance requirements.
• Assist with complex transactions including mergers & acquisitions, asset management, and private equity deals by providing thorough tax analysis and reporting.
• Support regulatory compliance accounting efforts by preparing financial reports aligned with GAAP (Generally Accepted Accounting Principles) and regulatory standards.
• Perform detailed account reconciliation, balance sheet reconciliation, and financial statement preparation to ensure accuracy in financial reporting.
• Communicate effectively with clients to explain technical tax concepts, respond to inquiries, and develop tailored tax strategies that meet their financial goals.

Experience

• Proven experience in tax accounting or public accounting with a focus on individual tax, corporate tax expertise, or regulatory compliance accounting.
• Strong background in accounting software such as Quicken or other financial software platforms used for bookkeeping and financial analysis.
• Demonstrated knowledge of auditing procedures, double entry bookkeeping, technical accounting standards, and financial report interpretation.
• Familiarity with securities law, GAAP standards, and the preparation of tax reports for various financial services sectors including investment management or private equity.
• Experience working with complex tax concepts such as debits & credits, account analysis, asset management strategies, budgeting, and financial planning.
• Excellent analysis skills combined with the ability to interpret financial statements accurately for client advisory purposes.
• Effective client communication skills necessary for explaining intricate tax issues clearly while building trusted relationships.

Join us as a Tax Advisor if you’re passionate about delivering innovative solutions in a fast-paced environment! Your expertise will empower clients to navigate the complexities of taxation confidently while supporting their broader financial objectives. We value energetic professionals eager to make a meaningful impact through technical excellence and proactive service delivery!