Job Description

LOOKING FOR A GREAT OPPORTUNITY? We may have just what you’re looking for. Blumark Financial Advisors and Blumark Tax Advisors are looking for an experienced CPA or EA, with great client-facing skills in the tax realm. This position will give the right candidate the opportunity to grow and develop a career, working with our clients, providing tax consultation, advice and client-focused strategies.

Responsibilities of the Tax Advisor:

•  Lead and mentor a tax associate within the team, fostering professional growth and development.
•  Work closely with other team members to deliver comprehensive tax planning strategies for clients.
•  Present tax returns, forecasts, and planning strategies directly to clients in a consultative manner.
•  Review forecasts and tax returns, ensuring accuracy and compliance with current tax laws.
•  Participate in case studies and planning sessions to provide the highest level of advice to clients.
•  Support technology advancements and process improvements aligned with industry standards.
•  Handle general accounting responsibilities for small business clients as needed.
•  Engage in team-building activities and contribute to a collaborative work environment.

Required Qualifications:

• Active designation (EA, CPA).
• Minimum of 5 years of tax-related experience.
• Commitment to continuing education based on designation requirements.
• Demonstrated knowledge of current tax laws and regulations.
• Experience mentoring or training CPA/EA candidates is a plus.

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