Tax Advisory Lead

6 days ago


Concord, California, United States TAX & ACCOUNTING PRACTICE Full time
Company Overview

We are a forward-thinking tax and accounting practice committed to revolutionizing the profession. Our team is growth-minded, with long-term strategic plans to dominate niche markets.

To succeed in our dynamic environment, you must be an entrepreneur at heart, possessing both technical competence and a willingness to learn. We're looking for individuals who share our passion for innovation and excellence.

Salary and Benefits

The estimated salary for this position is $95k+. In addition to a competitive compensation package, we offer generous PTO, paid parental leave, 401(k) plan with company contributions, 50% paid health insurance, dental & vision benefits, and a fully remote work environment.

Job Description

This role involves providing comprehensive tax advisory services to clients. Key responsibilities include analyzing tax implications of business decisions, preparing and presenting tailored tax plans, and advising on tax-efficient strategies.

You will also be responsible for interpreting federal, state, and local tax codes, conducting tax research, and preparing various tax returns. Additionally, you will review client-provided financial statements to ensure accuracy for tax filing and identify discrepancies.

As a Tax Advisory Lead, you will maintain regular communication with clients, address their concerns, and proactively provide updates on tax-saving opportunities. You will also oversee the quality control of tax preparation to ensure compliance with reporting standards.

This role requires strong analytical and communication skills, as well as the ability to work independently and manage multiple client relationships. You will be part of a collaborative, inclusive environment that promotes professional development within the team.

Required Skills and Qualifications

To be successful in this role, you should possess:

  • 5+ years of public accounting experience
  • 2+ years of experience managing a team
  • CPA or equivalent certification (EA, LLM/JD in tax a plus)
  • Advanced proficiency with tax software (e.g., Corvee, Planner CS, UltraTax)
  • Strong analytical and communication skills
  • Ability to work independently and manage multiple client relationships
Why Join Our Team?

If you're looking for a challenging and rewarding career opportunity, we encourage you to apply. As a Tax Advisory Lead, you will have the chance to make a lasting impact, drive growth, and shape the future of our firm.



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