Tax Advisor

Heffernan • Walnut Creek, CA

19h • $100,000 - $140,000

About The Position

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.

Requirements

• 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.
• 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!

Nice To Haves

• Experience working with financial advisors, insurance professionals, or in a brokerage environment is a plus.

Responsibilities

• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level