Senior Tax Advisor

Serve as the primary client contact, ensuring their best interests are represented, with up to 50% of time spent meeting with clients via Zoom. Create and deliver tailored tax plans to clients, and update those plans periodically. Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and reaching out proactively.

Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution. Coordinate client’s tax preparation needs with the tax preparation team, and assist with client communication during tax season to ensure proposed strategies are implemented. Remain updated on changes in tax laws and procedures.