Tax Advisor

Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client experience. As we continue to grow, we are seeking a Tax Advisor who is passionate about serving clients, thrives in a fast-paced environment, and takes pride in delivering accurate, high-quality work.

About This Opportunity

The Tax Advisor provides proactive tax planning, strategic consulting, and tax preparation services to our clients. The role is designed to balance year-round tax strategy and client consulting with seasonal tax preparation and compliance.

Working closely with Financial Advisors, the Tax Advisor helps clients make tax-efficient decisions that support their broader financial goals. The ideal candidate is a relationship-focused tax professional who enjoys solving complex tax issues and delivering value beyond tax season.

Position Responsibilities

Tax Strategy & Consulting

• Meet with clients throughout the year to identify tax planning opportunities and strategies to minimize current and future tax liabilities.
• Partner with Financial Advisors to integrate tax strategies into comprehensive financial plans.
• Prepare tax projections, estimated payments, and scenario analyses.
• Research federal and state tax laws and provide guidance on complex tax matters.
• Identify planning opportunities involving retirement distributions, Roth conversions, charitable giving, capital gains, business entities, estate planning, and other tax-efficient strategies.
• Assist with IRS and state notices, examinations, and tax-related issues.
• Clearly communicate tax recommendations, risks, and planning opportunities to clients.

Tax Preparation & Compliance

• Prepare and review federal, state, and local tax returns for individuals, trusts, partnerships, corporations, and other business entities.
• Gather and analyze client financial information to ensure accurate and timely filings.
• Utilize tax preparation and research software to prepare returns, supporting schedules, and documentation.
• Identify potential tax issues and ensure significant tax positions are appropriately researched and documented.
• Respond to client questions regarding filings, estimated payments, and compliance requirements.
• Stay current on changes in tax laws and regulations.

Client Collaboration & Continuous Improvement

• Build trusted client relationships through responsive, high-quality service.
• Participate in client meetings and explain complex tax concepts in a clear, understandable manner.
• Maintain confidentiality and professionalism when handling sensitive client information.
• Identify opportunities to improve tax workflows, technology, automation, and overall client service.
• Contribute ideas that strengthen the firm's tax practice and create additional value for clients.

Qualifications

• Highly preferred: Active CPA license in good standing.
• Bachelor's degree in Accounting; Master's degree preferred.
• 5+ years of public accounting or tax advisory experience.
• Experience preparing complex individual and business tax returns.
• Strong knowledge of federal and state tax laws and regulations.
• Experience with tax preparation and research software.
• Strong analytical, problem-solving, and organizational skills.
• Excellent written and verbal communication skills with the ability to explain technical tax concepts to clients.