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W3Global

Business Tax Advisor

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Job Description

We are seeking a Business Tax Manager to deliver proactive, planning-driven tax services for clients' closely held businesses. This role is ideal for a tax professional who enjoys combining technical expertise with practical advice in a collaborative wealth management environment.

Key ResponsibilitiesReview and sign off on federal and state tax returns for corporations and partnershipsManage the full compliance process, including estimates, extensions, and K-1 coordinationAdvise on entity selection, restructuring, and tax-efficient operating strategiesDevelop compensation and distribution planning strategies for business ownersAnalyze and recommend retirement plan options in coordination with broader planning objectivesSupport exit and succession planning, including business sales, ownership transitions, and generational transfersCollaborate with financial advisors and other internal specialists to integrate business tax strategies into comprehensive client planningQualificationsMinimum 7 years of public accounting experience with an extensive background in entity taxationCPA or JD required; Master's in Taxation preferredAbility to manage multiple client engagements and projectsExcellent written and verbal communication skillsStrong research and analytical skillsWillingness and desire to be part of a collaborative teamCompensation & BenefitsCompetitive compensation based on experience and qualificationsMedical, Vision, Dental, and Disability Insurance 100% paid by the company for employees401(k) Plan with company match

Benefits

  • Other Retirement and Savings
  • Health Insurance
  • Dental Insurance
  • Vision Insurance