SR. TAX ADVISOR - CPA/EA - Blumark

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 report to the CFO/COO and 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 as well as taking on the coaching and mentoring of our comprehensive tax team.

Responsibilities of the Sr. Tax Advisor:

• Manages practice of 225+ 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.
• Previous leadership experience is required.