Blumark Tax Advisors · 2 months ago
TAX ADVISOR - EA, CPA
Blumark Tax Advisors is seeking an experienced CPA or EA with excellent client-facing skills in the tax field. The role involves leading a tax associate, delivering tax planning strategies, and ensuring compliance with tax laws while fostering a collaborative team environment.
Financial Services
Responsibilities
Lead and mentor a tax associate within the team, fostering professional growth and development
Work closely with other team members to deliver comprehensive tax planning strategies for clients
Present tax returns, forecasts, and planning strategies directly to clients in a consultative manner
Review forecasts and tax returns, ensuring accuracy and compliance with current tax laws
Participate in case studies and planning sessions to provide the highest level of advice to clients
Support technology advancements and process improvements aligned with industry standards
Handle general accounting responsibilities for small business clients as needed
Engage in team-building activities and contribute to a collaborative work environment
Qualification
Required
Active designation (EA, CPA)
Minimum of 5 years of tax-related experience
Commitment to continuing education based on designation requirements
Demonstrated knowledge of current tax laws and regulations
Experience mentoring or training CPA/EA candidates is a plus
Company
Blumark Tax Advisors
No matter your path in life, one thing is common, it will involve money. Getting the most out of your income and finances is what sets us apart.
Funding
Current Stage
Early StageCompany data provided by crunchbase