This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
This is a unique opportunity to join a highly respected team that serves an impressive client base and is expanding its tax advisory practice. The firm provides holistic financial services to more than 500 households, with average client assets ranging from $2M–$10M. The incoming Tax Advisor will focus on the tax side of the practice, working closely with the wealth management team to provide high-level tax advisory services to clients.
Job Responsibility:
Prepare and review individual, business, and partnership tax returns
Partner with wealth management colleagues to provide integrated tax planning and advisory support
Collaborate with leadership to help expand the firm’s growing tax practice
Deliver excellent client service with clear, proactive communication
Requirements:
5+ years of tax experience preferred (open to less if strong client communication skills)
CPA or EA designation required
Experience with individual, business, or partnership tax (individual tax experience is a strong plus)
Professionalism, dependability, and discretion with confidential information
Highly organized, deadline-driven, and attentive to detail
Strong interpersonal skills with the ability to build trust and lasting client relationships
What we offer:
Cutting-edge technology: Firm leverages new AI-driven tax software to significantly reduce data entry—allowing more time for client-facing and advisory work
Future ownership potential: Clear path to growth and long-term equity opportunities
Professional development: Paid annual conferences and ongoing learning support
Culture & balance: Collaborative, family-oriented environment with strong emphasis on work-life balance
Impact: Be part of building out a growing tax advisory practice within a highly respected firm