Senior Tax Preparer / Tax Specialist - Davis Advisory Group
Kestra Financial Independent Advisor•Albuquerque, NM
•$50,000 - $70,000•Onsite
About The Position
As a Senior Tax Preparer, you will manage complex tax preparation, review, and strategic planning for individual, corporate, and trust returns. You will work closely with our Wealth Advisors to ensure our clients’ financial portfolios are optimized for maximum tax efficiency. This is a year-round, role offering professional growth beyond the traditional seasonal tax grind. We are seeking an experienced, detail-oriented Tax Preparer to lead our tax department and provide concierge-level service to our elite clientele.
Requirements
- Minimum of 4–6 years of dedicated tax preparation experience, preferably within a public accounting firm or wealth management environment.
- Completion of Annual Filing Season Program (AFSP) and IRS PTIN
- Proficiency with advanced professional tax software (e.g., Drake, UltraTax, ProConnect, Lacerte) and accounting tools (QuickBooks Desktop/Online).
- Deep understanding of high-net-worth tax nuances, including investment income, real estate transactions, business entity structures, and estate/gift tax.
- Immaculate communication skills, exceptional attention to detail, and a polished, professional demeanor suited for upscale clientele.
Nice To Haves
- Active IRS Enrolled Agent (EA) status or Certified Public Accountant (CPA) license preferred but not required.
Responsibilities
- Prepare and review federal and state tax returns for individuals, Small Businesses and Trusts/Estates.
- Collaborate with financial advisors to project tax liabilities and execute proactive, year-round tax mitigation strategies.
- Serve as the direct point of contact for client tax inquiries, translating complex tax codes into clear, actionable advice.
- Conduct reviews of financial records, identify potential audit risks, and ensure absolute compliance with changing tax laws.
- Assist and advise clients with the handling of IRS or state tax authority correspondence, notices, and resolution tasks on behalf of clients.
Benefits
- Competitive pay with a substantial bonus structure based on work completed.
- Retirement savings plan with employer matching contributions.
- Relaxed post-tax-season schedule.
- Continuous professional development and CPE tracking reimbursement.
- A sophisticated, collaborative office culture with modern amenities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
