DUCKETT LADD // SENIOR TAX CONSULTANT – DENTAL PRACTICE SPECIALTY
Looking for an opportunity to grow professionally while making a meaningful impact in the world of tax strategy and advisory? Look no further than Duckett Ladd, where we are seeking a highly motivated Senior Tax Consultant to join our growing team. As a key advisor within our firm, you’ll work closely with our clients to provide proactive tax planning, develop strategic solutions, and deliver exceptional client experience.
To be successful in this role, you’ll need to be confident in client-facing situations, highly analytical, and passionate about helping clients navigate complex tax matters with clarity and confidence. You’ll be responsible for preparing and reviewing tax returns and projections, researching advanced tax strategies, and guiding clients through planning opportunities that create real value for their businesses and personal financial goals.
At Duckett Ladd, we believe tax planning should go far beyond compliance. Our mission is to help business owners make better decisions, maximize opportunities, and gain peace of mind through proactive guidance and strategic insight. We are committed to continuous improvement, innovation, and professional development — both for our clients and our team members.
In addition to these core responsibilities, we encourage our team members to pursue ongoing learning opportunities to sharpen their technical expertise and continue growing as trusted advisors. Whether it’s researching emerging tax legislation, collaborating on high-level strategies, or developing more efficient processes through technology, we believe continuous learning is key to our success.
So, if you’re looking for a challenging and rewarding position with a dynamic team of advisors who are passionate about helping clients succeed, we encourage you to apply for this exciting opportunity today!
Senior Tax Consultant
To support the team members and clients at Duckett Ladd through technical excellence, strategic thinking, and exceptional client service. To personally grow by increasing knowledge of advanced tax strategies and advisory solutions that create meaningful impact for clients. Crucial in helping clients navigate complex tax matters while upholding the firm’s standard of excellence.
Provide strategic tax advisory services for clients
· Serve as a point of contact and trusted advisor for a portfolio of clients
· Review individual and business tax returns and tax projections
· Research and develop advanced tax planning strategies for clients
· Assist clients in understanding and implementing proactive tax-saving opportunities
· Communicate complex tax concepts in a clear, practical, and professional manner
· Collaborate internally with team members to ensure accuracy, efficiency, and consistency
· Assist on special projects and consulting engagements as needed
Deliver high-level client service and technical excellence
· Analyze client financial and tax data to identify planning opportunities and areas of concern
· Stay current on changing tax laws and proactively communicate implications to clients and team members
· Maintain organized electronic workpapers and documentation supporting all tax filings and recommendations
· Manage deadlines and workflow to ensure timely delivery of client projects
· Communicate with clients effectively and professionally via email, phone, and/or Zoom
· Build strong relationships with clients through responsiveness, reliability, and strategic guidance
Pursue professional development opportunities for personal growth
· Continue developing expertise in tax research, planning, and advisory services
· Participate in webinars, conferences, and other educational opportunities
· Internal collaboration on efficiencies, processes, and innovative client solutions
· Assist in mentoring and supporting fellow team members as the firm continues to grow
QUALITIES AND REQUIREMENTS NEEDED TO FILL THIS SEAT
· Requires CPA license
· Requires 5+ years of tax preparation and tax planning experience
· Strong knowledge of individual and business taxation
· Ability to research and apply high-level tax strategies
· Confident and professional in client-facing environments
· Excellent written and verbal communication skills
· Strong attention to detail and organizational skills
· Passionate about helping clients and fellow team members
· Excels at balancing technical accuracy with strategic big-picture thinking
· Ability to complete a high volume of tasks and projects with little or no guidance
· Must be able to meet deadlines in a fast-paced, quickly changing environment
OUR CORE VALUES
· Team First – We believe in being humbly confident
· Hungry – Exhibit a Self-Employed Mentality and Personal Growth Mindset
· People Smart – Follow the Golden Rule and be nice
· Always Over Deliver – Find ways to add value to our team members and clients
· Always Move Forward – Be more afraid of the status quo than of change
DETAILS:
Job Type: Full-time
Pay Range: $110,000+ per year & incentive bonuses
Flexible remote/hybrid work options available
BENEFITS:
Flexible Remote Working Schedule
Health, Dental, and Life insurance
401(k)
Paid time off
Duckett Ladd Advisors is a CPA firm that provides guidance for dentist so they can build a practice that supports the life they want to live.