Job Description
Job Description
LOOKING FOR A GREAT OPPORTUNITY? We may have just what you’re looking for. Blumark Financial Advisors and Blumark Tax Advisors are looking for an experienced CPA or EA, with great client-facing skills in the tax realm. This position will give the right candidate the opportunity to grow and develop a career, working with our clients, providing tax consultation, advice and client-focused strategies.
Responsibilities of the Tax Advisor:
- Manages practice of 200 to 300 clients
- Reviews forecasts and tax returns and gives feedback to Advisors and Clients
- Actively participates in case study, has ability to provide higher level client recommendations
- Works closely with Advisors.
- Helps with training and work closely with tax advisors on the team.
- Client facing role – presents returns and forecasts to client.
- Participates in marketing events.
Required Qualifications:
- Must hold an active designation (EA, CPA)
- Minimum of 5 years of tax related experience.
- Maintains continuing education based upon designation.
- Able to demonstrate current knowledge of applicable tax laws.
- Excellent communication skills, both written and verbal.