Tax Advisor

5 days ago

Walnut Creek, CA, United States Heffernan Insurance Brokers Full time
Objective:

Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. This position requires a combination of technical tax knowledge, excellent communication skills, and a customer-centric approach.

Core Responsibilities Include:

  • Provide tax advice and planning strategies to internal employees and existing clients.
  • Prepare or review federal and state tax returns for individuals, trusts, and small businesses.
  • Develop tax strategies that align with clients’ financial goals and investment strategies.
  • Assist in the preparation of financial statements and reports as needed.
  • Offer year-round support for tax questions, notices, and audits.
  • Collaborate with Financial Advisors to identify tax-saving opportunities as part of comprehensive financial plans.
  • Assist with tax-related onboarding of new clients or benefit offerings.
  • Educate internal teams on tax-related matters relevant to insurance and retirement planning.
  • Stay informed about current tax regulations and changes that may affect employees or clients.
  • Ensure compliance with ethical standards and applicable laws.
Requirements:
  • Education – Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
  • CPA designation required.
  • Minimum of 3 years of experience in tax advisory, public accounting, or financial services.
  • Strong communication and collaboration skills, both written and oral.
  • Experience working with financial advisors, insurance professionals, or in a brokerage environment is a plus.
  • Solid understanding of individual and small business taxation.
  • Excellent listening skills to thoroughly understand client needs.
  • Leadership qualities, with the ability to effectively educate and sell to clients.
  • Problem-solving and analytical skills, with high attention to detail.
  • Professional demeanor and conduct required.
  • Must maintain a positive attitude and sense of humor
Compensation:

The base salary range for this position is $100,000 to $140,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in additional quarterly incentive programs. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.

Heffernan Habits (Expectations):

These are practices that represent our unique employee culture.
  • Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
  • Do Good – This is our core. We strive to do good for our clients, our company and our communities.
  • Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
  • Have Fun – Take the time to get to know your colleagues and let’s have fun If we are happy and connected, we all will do a better job for our clients.
  • Answer The Phone (And Email) – Be available and responsive to clients and colleagues.
  • Be Humble And Own It – We all make mistakes – what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
  • Celebrate And Value Our Differences – We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.
Working Conditions:
  • Work environment may be indoors, sitting at a desk or standing for extended periods of time.
  • Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
  • This position may require flexibility to work hours outside of a regular schedule in order to accommodate clients’ schedules.


Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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