TAX ADVISOR - EA, CPA at Blumark Troy, MI

Blumark; Troy (MI); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

Blumark in Troy, MI is seeking an experienced Tax Advisor (EA/CPA) with strong client-facing skills to join Blumark Tax Advisors. The role focuses on providing tax consultation, planning strategies and proactive client service in a growing practice.

You will lead and mentor a tax associate, deliver comprehensive tax planning for clients, present tax returns and forecasts, and ensure compliance with current tax laws. Collaboration with team members and ongoing process improvements are key.

Qualifikationen

• Active EA or CPA designation required.
• Minimum 5 years of tax-related experience.
• Commitment to continuing education.
• Solid knowledge of current tax laws and regulations.
• Experience mentoring CPA/EA candidates is a plus.

Aufgaben

• Lead and mentor a tax associate within the team.
• Collaborate with team to deliver tax planning for clients.
• Present tax returns, forecasts, and planning strategies 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.

Kenntnisse

Client-facing

Tax planning

Regulatory knowledge

Mentoring

Ausbildung

EA/CPA designation

Tools

Tax software

Jobbeschreibung

TAX ADVISOR - EA, CPA job at Blumark. Troy, MI.

LOOKING FOR A GREAT OPPORTUNITY? We may have just what you’re looking for. Blumark Financial Advisors and Blumark Tax Advisors are looking for an experienced CPA or EA, with great client-facing skills in the tax realm. This position will give the right candidate the opportunity to grow and develop a career, working with our clients, providing tax consultation, advice and client-focused strategies.

Responsibilities of the Tax Advisor:

• Lead and mentor a tax associate 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.

Required Qualifications:

• Active designation (EA, CPA).
• Minimum of 5 years of tax-related experience.
• Commitment to continuing education based on designation requirements.
• Demonstrated knowledge of current tax laws and regulations.
• Experience mentoring or training CPA/EA candidates is a plus.