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Tax Consultant

2 months ago

Troy, Michigan, United States Blumark Full time

We are seeking a highly skilled Tax Advisor to join our team at Blumark Financial Advisors and Blumark Tax Advisors. As a key member of our tax team, you will work closely with our clients, providing expert tax consultation and advice to help them achieve their financial goals.


Key Responsibilities:

  • Manage a portfolio of clients, providing personalized tax planning and advice.
  • Review and analyze tax returns and forecasts, providing actionable insights and recommendations to clients and advisors.
  • Participate in case studies and contribute to the development of high-level client strategies.
  • Collaborate with advisors to deliver exceptional client service and support.
  • Contribute to the training and development of tax advisors on our team.
  • Present tax returns and forecasts to clients, ensuring clear and effective communication.
  • Participate in marketing events and initiatives to promote our services.

Requirements:

  • Active designation as a CPA or EA.
  • Minimum 5 years of tax-related experience.
  • Maintain current knowledge of tax laws and regulations.
  • Excellent communication and interpersonal skills.