Tax Advisor

Tax Advisor 3.5 3.5 out of 5 stars Tulsa, OK 74133 Full-time Merit Financial Advisors 2 reviews Full-time As a Tax Advisor, you will support Merit's growth initiatives by (a) managing your existing client relationships, and (b) cultivating new relationships in our target markets.

Duties and Responsibilities:

Manage the end-to-end tax preparation process for a diverse client base (e.g., individuals, corporations, partnerships, trusts, and estates). Ensure strict compliance with all federal, state, and local tax regulations. Proactively research and analyze complex tax issues to minimize client tax liabilities. Develop and implement long-term tax planning strategies and communicate technical recommendations clearly. Serve as a trusted advisor on the tax implications of major business and personal financial decisions. Provide client representation before the Internal Revenue Service (IRS) for audits, collections, and appeals matters. Salary +

Benefits:

Competitive, based on experience Medical Insurance Dental/Vision Insurance Life & Personal Accident Insurance Short-term Disability Insurance Long-term Disability Insurance Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA 401(k) Plan with company matching Paid Time Off (PTO) and paid holidays Best Places To Work for Financial Advisors 2018-2024 : Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 - Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing. Inc. 5000 2019-2024 : The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market. 2024 InvestmentNews RIA Firm of the

Year :

The InvestmentNews Awards team will conduct research and draw on knowledge and information gained through InvestmentNews to support and supplement nominations received. 2024

Forbes Top RIA Firm :

Forbes America's Top RIA Firm's ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.

SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. 2024 Barron's Top 100

RIA Firm :

Data is verified with the advisors' firms and with regulatory databases in three major categories of calculations: Assets, revenue, and quality of practice. Every advisor will have his or her own approach to investing, financial planning, and other services.

Requirements:

Qualifications:

Bachelor's degree or equivalent experience. 3+ years of experience as a tax advisor or a related industry. Proficiency in Apex, Lightning Web Components (LWC), SOQL, and Flow automation. Experience with Salesforce integration using APIs, middleware, or managed packages. Salesforce Platform Developer I certification preferred. Strong understanding of Salesforce security, data model design, and deployment best practices. Excellent communication skills and ability to work effectively with both technical and non-technical stakeholders. Ability to work independently and as part of a team. If you are passionate about technology and have experience managing wealth management platforms, we encourage you to apply for this exciting opportunity.