Senior Tax Consultant

1 week ago


MI United States Blumark Full time

Unlock Your Tax Expertise

We are seeking a highly skilled and experienced Tax Advisor to join our team at Blumark Financial Advisors and Blumark Tax Advisors. As a Tax Advisor, you will play a critical role in providing tax consultation, advice, and client-focused strategies to our clients. This is an excellent opportunity to grow and develop your career, working with our clients and taking on the coaching and mentoring of our comprehensive tax team.

Key Responsibilities:

  • Manage a portfolio of 225+ clients, providing tax advice and guidance to ensure compliance with tax laws and regulations.
  • Review forecasts and tax returns, providing feedback to advisors and clients to ensure accuracy and completeness.
  • Participate in case studies, providing higher-level client recommendations and solutions.
  • Work closely with advisors to ensure seamless delivery of tax services to clients.
  • Help train and mentor tax advisors on the team, sharing your expertise and knowledge.
  • Client-facing role, presenting returns and forecasts to clients, and participating in marketing events.

Requirements:

  • Must hold an active designation (EA, CPA).
  • Minimum of 5 years of tax-related experience.
  • Maintains continuing education based upon designation.
  • Able to demonstrate current knowledge of applicable tax laws.
  • Excellent communication skills, both written and verbal.
  • Previous leadership experience is required.

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