Tax Advisor
$100k/y-$140k/y
Heffernan Insurance Brokersa day ago
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OnsiteFull-timeMid
Summary
Heffernan Insurance Brokers is seeking a Tax Advisor to join their expanding team in Walnut Creek, CA. The role involves providing strategic tax guidance to support the financial well-being of employees and clients.
About the Role
As a Tax Advisor, you will be responsible for providing tax advice and planning strategies, preparing and reviewing tax returns, developing tax strategies aligned with clients' financial goals, and collaborating with Financial Advisors to identify tax-saving opportunities. You will also assist with onboarding new clients, educate internal teams on tax matters, and ensure compliance with tax regulations.
About You
Required:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- CPA designation required.
- Minimum of 3 years of experience in tax advisory, public accounting, or financial services.
- Strong communication and collaboration skills, both written and oral.
- Solid understanding of individual and small business taxation.
Preferred:
- Experience working with financial advisors, insurance professionals, or in a brokerage environment.
- Excellent listening skills to thoroughly understand client needs.
- Leadership qualities, with the ability to effectively educate and sell to clients.
- Problem-solving and analytical skills, with high attention to detail.
Benefits
- Base salary range of $100k–$140k, depending on experience and geographic region.
- Eligibility for additional quarterly incentive programs.
- Comprehensive benefits package including medical, dental, and vision coverage.
Heffernan Insurance Brokers
Heffernan Insurance Brokers, founded in 1988, is one of the largest independent insurance brokerage firms in the United States providing comprehensive business insurance, personal insurance, employee benefits and financial services solutions to a wide range of businesses and individuals. Headquartered in Walnut Creek, Calif., Heffernan has a nationwide presence specializing in customized solutions to serve its clients’ different needs in virtually every industry. Heffernan has been named on the insurance industry’s ‘Best Agency to Work For’ list, and consistently named a ‘Top Corporate Philanthropist’. For more information, visit www.heffins.com. License #0564249
Walnut Creek, CA