Tax Specialist - Financial Planning Firm

Position Overview

We are seeking a knowledgeable and detail-oriented Tax Preparer to join our team. This person will work closely with our advisors and clients to provide year-round tax advice, prepare and file individual and small business tax returns, and contribute to integrated financial planning strategies.

Key Responsibilities

• Prepare and file federal and state income tax returns for individuals and small business clients.
• Analyze financial data to identify potential tax savings and strategies.
• Provide tax planning guidance that aligns with clients’ retirement and investment goals.
• Communicate with clients directly to gather tax documents and provide updates.
• Stay up-to-date with tax law changes and their implications for our clients.
• Collaborate with financial advisors to provide holistic, forward-looking financial advice.
• Maintain accurate records and ensure compliance with all tax reporting requirements.

Qualifications

• Proven experience as a tax preparer (3+ years preferred).
• CPA or Enrolled Agent (EA) designation strongly preferred.
• Strong knowledge of IRS regulations and tax laws.
• Experience with tax preparation software (e.g., Drake, Lacerte, UltraTax, etc.).
• Excellent interpersonal and communication skills.
• Detail-oriented with strong organizational skills.
• Ability to work independently and as part of a team in a client-focused environment.

Why Join Us?

• Be part of a respected and growing financial advisory firm.
• Make a meaningful impact in clients' lives by integrating tax strategy with retirement planning.
• Work in a collaborative and supportive team environment.
• Access to professional development and continuing education opportunities.
• Competitive compensation, health benefits, and potential for flexible/hybrid work arrangements.

Strategic Retirement Solutions is a client-focused financial advisory firm managing over $230 million in assets for 930+ clients. We specialize in retirement and investment planning — and we’re growing!