Tax Advisor

Objective:

Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. This position requires a combination of technical tax knowledge, excellent communication skills, and a customer-centric approach.

Core Responsibilities Include:

•  Provide tax advice and planning strategies to internal employees and existing clients.
• Prepare or review federal and state tax returns for individuals, trusts, and small businesses.
• Develop tax strategies that align with clients’ financial goals and investment strategies.
• Assist in the preparation of financial statements and reports as needed.
• Offer year-round support for tax questions, notices, and audits.
• Collaborate with Financial Advisors to identify tax-saving opportunities as part of comprehensive financial plans.
• Assist with tax-related onboarding of new clients or benefit offerings.
• Educate internal teams on tax-related matters relevant to insurance and retirement planning.
• Stay informed about current tax regulations and changes that may affect employees or clients.
• Ensure compliance with ethical standards and applicable laws.

Requirements:

• Education – 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.
• Experience working with financial advisors, insurance professionals, or in a brokerage environment is a plus.
• Solid understanding of individual and small business taxation.
• 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.
• Professional demeanor and conduct required.
• Must maintain a positive attitude and sense of humor!

Compensation:

The base salary range for this position is $100,000 to $140,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in additional quarterly incentive programs. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.

Heffernan Habits (Expectations):

 These are practices that represent our unique employee culture.

• Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
• Do Good – This is our core. We strive to do good for our clients, our company and our communities.
• Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
• Have Fun – Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.
• Answer The Phone (And Email) – Be available and responsive to clients and colleagues.
• Be Humble And Own It – We all make mistakes – what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
• Celebrate And Value Our Differences – We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.  

Working Conditions:

• Work environment may be indoors, sitting at a desk or standing for extended periods of time.
• Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
• This position may require flexibility to work hours outside of a regular schedule in order to accommodate clients’ schedules.