Job Title:

Senior Tax Advisor (Full-Time)

Location:

Wakefield, Rhode Island (In-Office)

Salary Range:

$80,000- $1111,000 We are an established tax and financial planning firm seeking an experienced Senior Tax Advisor to lead individual tax preparation and year-round tax planning for our clients. We value long-term client relationships, thoughtful planning, and creating a positive work environment for our team. What You'll Do Prepare and review individual tax returns to include 1040s, Schedule C, rentals, K-1s, and multi-state. Provide proactive tax planning and projections. Collaborate with financial advisors on client strategies. Manage client relationships and serve as a trusted advisor. Support workflow and team during tax season. What We're Looking For CPA or EA with a demonstrated track record of success. 3+ years of individual tax preparation experience. Strong knowledge of federal and multi-state tax. Experience with Trust work. Experience with tax planning/advisory work. Excellent communication and organizational skills. Identify opportunities to improve processes, workflows, and client experience. Why Join Us Year-round role with meaningful tax planning work. Flexible schedule outside of tax season Collaborative, client-focused environment Opportunity for growth and long-term impact Future Partnership opportunity Compensation Compensation based on experience and credentials, plus bonus opportunity and flexibility for health benefits.

Pay:

$80.00 - $111,000.00 per year

Benefits:

401(k) Flexible schedule Opportunities for advancement Paid time off

Experience:

tax preparation: 3 years (Required)

License/Certification:

CPA or EA (Required)

Work Location:

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