Tax Strategy & Compliance Specialist

Soltis Investment Advisors; Bellevue (WA); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Health Insurance

Retirement plan

Paid Time Off

Parental Leave

Wellness benefits

Job summary

Soltis Investment Advisors, a nationwide fee-only RIA, seeks a Tax Advisor to prepare and review federal, state, and local returns for corporate, partnership, and individuals. You will ensure compliance and conduct tax research to stay ahead of regulatory changes.

The role requires 2–4 years of public accounting or corporate tax experience, a Bachelor’s in Accounting, and strong Excel and communication skills. Bellevue, WA location with broad benefits included.

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 (corp, partnership, individual, fiduciary, nonprofit).
• 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 ability to manage multiple deadlines.
• Clear and effective written and verbal communication skills.

Responsibilities

• Prepare and review federal, state, and local tax returns for corporate, partnership, and individual filings.
• Ensure compliance with tax laws, regulations, and reporting requirements.
• Conduct tax research and stay current on changes in tax legislation.
• Manage tax calendars and timely filing of returns and payments.
• Prepare and review journal entries, reconciliations, and schedules related to tax and general accounting.
• Support month-end and year-end close with tax accruals and adjustments.
• Coordinate with external tax advisors and auditors; prepare required documentation.
• Assist with tax audits, notices, and inquiries from federal and state agencies.
• Maintain internal controls, documentation, and processes for tax compliance and reporting.
• Support multi-state registrations, filings, and ongoing compliance.

Skills

Tax knowledge

Excel

Attention to detail

Communication

Time management

Education

Bachelor’s degree in Accounting

Tools

Accounting software

Tax software

Job description

Soltis Investment Advisors, a nationwide fee-only RIA, seeks a Tax Advisor to prepare and review federal, state, and local returns for corporate, partnership, and individuals. You will ensure compliance and conduct tax research to stay ahead of regulatory changes.

The role requires 2–4 years of public accounting or corporate tax experience, a Bachelor’s in Accounting, and strong Excel and communication skills. Bellevue, WA location with broad benefits included.