Tax Advisor

2 weeks ago

Dayton, OH, United States Insperity Full time
Description & Requirements

Tax Advisor

Prosperity Advisors LLC is impacting lives every day through integrated financial advice, investment management, insurance solutions, tax planning, and tax preparation. We help clients live with clarity and confidence. With a long-tenured, talented team, we strive for excellence through continuous improvement, innovation, and empowering our people to reach new heights. If you're proactive, motivated, and thrive in an evolving environment, you'll find the opportunity to make a lasting impact here.

We are seeking a talented Tax Advisor who'll be a key part of our collaborative financial advisory team, delivering high-quality tax expertise to both individual and business clients. Your work will integrate closely with our wealth managers, creating comprehensive strategies that align tax planning with clients' broader financial goals.

Benefits:

We value our employees' time and efforts. Our commitment to your success in our ensemble practice is enhanced by providing a competitive salary of $100,000 - $130,000 annually, plus a competitive performance-based bonus, and an extensive benefits package, including:

• Group Health Insurance

• Long-Term and Short-Term Disability Insurance

• 401k with Employer Matching

• Dental/Vision Insurance

• Tuition Reimbursement

• Parental Leave

• PTO that includes PTO for Volunteer Work

• Dependent Care for Flexible Spending Account

• Flextime Policy

At Prosperity Advisors, you'll have the chance to make a measurable difference in thousands of households-and help shape financial well-being for generations. We value our team members and their families, and we believe in supporting a healthy, balanced, and financially confident life.

To succeed, you should have:

• CPA designation with a Bachelor's degree in Accounting, Finance, or a related field

• 3+ years' experience in tax planning, preparation, and compliance, including individual returns (high-net-worth client experience a plus)

• Solid technical tax knowledge with proficiency in tax software (Intuit ProConnect preferred)

• Excellent analytical, organizational, and communication skills with the ability to manage multiple priorities and deadlines

• High attention to detail, accuracy, and professional ethics with a client-first mindset

Your responsibilities as a Tax Advisor will include:

• Prepare personal, business, trust, and estate tax returns, projections, and estimates

• Meet with clients to provide tax planning strategies, guidance, and support

• Collaborate with wealth managers on the tax impact of financial and investment strategies

• Address complex tax matters and ensure compliance with federal and state regulations

• Monitor tax law changes, communicate updates, and maintain accurate client records

Ready to take the next step in your career journey?

If you are prepared to embark on an exciting journey in the finance industry, join us in delivering unparalleled service and shaping the future of financial solutions

We are an equal-opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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