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Senior Client Advisor Jobs in Nevada (NOW HIRING)

Senior Banking Advisor

Las Vegas, NV · On-site

$130K - $130K/yr

... client relationships and identifies opportunities external to banking in the areas of investment ... senior bank and business unit management • Analyzes and negotiates the terms of loans, such as ...

Senior Banking Advisor

Las Vegas, NV

$130K - $130K/yr

Manages complex wealth management banking credit and treasury management client relationships and ... senior bank and business unit management Analyzes and negotiates the terms of loans, such as ...

Senior Banking Advisor

Las Vegas, NV · On-site

$131K - $131K/yr

... client relationships and identifies opportunities external to banking in the areas of investment ... senior bank and business unit management • Analyzes and negotiates the terms of loans, such as ...

We focus on making choices clearer, transitions smoother, and the client experience more delightful ... peers, senior management, team members and vendors Ability to manage multiple projects and ...

We focus on making choices clearer, transitions smoother, and the client experience more delightful ... senior management, team members and vendors • Ability to manage multiple projects and ...

We focus on making choices clearer, transitions smoother, and the client experience more delightful ... peers, senior management, team members and vendors · Ability to manage multiple projects and ...

Showing results 21-40

Senior Client Advisor information

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.
What are the most commonly searched types of Client Advisor jobs in Nevada? The most popular types of Client Advisor jobs in Nevada are:
What are popular job titles related to Senior Client Advisor jobs in Nevada? For Senior Client Advisor jobs in Nevada, the most frequently searched job titles are:
What cities in Nevada are hiring for Senior Client Advisor jobs? Cities in Nevada with the most Senior Client Advisor job openings:
What are popular job titles related to Senior Client Advisor jobs in NV? For Senior Client Advisor jobs in NV, the most frequently searched job titles are:
Infographic showing various Senior Client Advisor job openings in Nevada as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 10% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Tax Manager / Senior Tax Advisor

Financial Groove LLC

Las Vegas, NV • On-site

$72K - $90K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago


Job description

We are seeking an experienced Tax Manager / Senior Tax Advisor who is passionate about helping clients make better financial decisions while leading tax engagements from start to finish, as our clients rely on us year-round

Founded in 2007, Financial Groove is a boutique accounting and advisory firm located in the Arts District of downtown Las Vegas. We specialize in serving creative entrepreneurs, performing artists, entertainers, and small arts businesses throughout the United States. Our services extend beyond tax preparation to include bookkeeping, tax planning, financial consulting, and business coaching.

Financial Groove is a small firm by design. We believe our size allows us to build meaningful relationships. Our team is collaborative, supportive, and recognize that everyone's contributions matter.

If you're looking for a firm where your voice is heard, your expertise is respected, and your teammates have your back, you'll feel at home at Financial Groove.

Our Team Approach

At Financial Groove, we believe experienced tax professionals create the greatest value by combining technical tax preparation with strategic client advisory.

Our collaborative production model utilizes junior tax associates and administrative team members to assist with client onboarding, document collection, tax organizers, workpaper preparation, preliminary calculations, and follow-up. As the Tax Manager, you will prepare and review tax returns while directing this process, leveraging your support team effectively, and ensuring every engagement is accurate, timely, and complete.

This approach allows you to spend less time on administrative tasks and more time analyzing tax situations, identifying planning opportunities, and providing meaningful guidance that helps clients make informed financial decisions.

We rely on each other. Every team member has an important role, but we're also willing to lend a hand when needed to support one another and ensure our clients receive exceptional service. We value people who take ownership, collaborate well, and believe that team success comes first.

Position Summary

The Tax Manager / Senior Tax Advisor is responsible for preparing and reviewing complex individual and business tax returns while serving as the primary advisor for a portfolio of clients. This role combines technical tax expertise with relationship management, tax planning, workflow leadership, and staff development.

Working alongside junior team members who assist with information gathering and workpaper preparation, the Tax Manager ensures tax engagements are completed efficiently while providing proactive tax insights and practical recommendations that create value beyond tax compliance.

Primary Responsibilities

Client Advisory & Tax Planning

  • Manage a portfolio of individual, business, trust, and entity tax clients.
  • Build trusted relationships through proactive communication and exceptional client service.
  • Provide year-round tax planning and advisory services.
  • Identify opportunities to reduce tax liability and improve clients' financial outcomes.
  • Research complex tax issues and communicate practical solutions.

Tax Preparation & Review

  • Prepare complex federal and multi-state tax returns for individuals, partnerships, S corporations, corporations, trusts, and fiduciaries.
  • Review work prepared by junior staff for technical accuracy, completeness, and compliance.
  • Analyze financial information to identify tax-saving opportunities, planning strategies, and potential risks.
  • Communicate tax results and planning recommendations in a clear, practical manner that helps clients make informed business and financial decisions.
  • Provide year-round guidance to clients regarding tax law changes, entity structure, estimated tax payments, and business decisions.
  • Ensure all returns meet the firm's quality standards while balancing efficiency, accuracy, and exceptional client service.
  • Assist with audit preparation and supporting documentation when necessary.

Leadership & Workflow Management

  • Lead a collaborative team of junior tax associates and administrative professionals throughout the tax preparation process.
  • Delegate work effectively while maintaining accountability for quality and deadlines.
  • Mentor and coach developing staff through constructive feedback and technical guidance.
  • Coordinate workflow to ensure projects move efficiently from document collection through final delivery.
  • Help improve internal processes, efficiency, and client experience.

Operational Excellence

  • Protect client confidentiality and maintain the highest ethical standards.
  • Participate in continuing education to remain current on tax law and regulatory changes.
  • Contribute to firm initiatives and continuously seek opportunities to improve operations.
  • Support firm leadership with workflow planning, scheduling, and departmental efficiency.

Qualifications

Required

  • Minimum of five years of recent public accounting tax experience.
  • Enrolled Agent (EA); CPA preferred.
  • Active PTIN.
  • Strong understanding of federal and state tax law.
  • Experience preparing complex Forms 1040, including Schedules A, C, D, E, and related filings.
  • Experience preparing business returns, including Forms 1120S and 1065.
  • Comfortable preparing multi-state tax returns.
  • Strong tax research and analytical skills.
  • Excellent written and verbal communication skills.
  • Exceptional organizational and time management abilities.
  • Ability to prioritize multiple deadlines while maintaining accuracy.

Preferred

  • Experience with Lacerte Tax Software.
  • Experience using workflow and practice management software.
  • Knowledge of payroll tax reporting, including Forms 941 and 940 and their relationship to business tax returns.
  • Experience mentoring or supervising junior staff.

Busy Season Expectations

This is a year-round position. While we value work-life balance, public accounting requires flexibility during peak filing periods. Tax Managers are expected to work additional hours during busy season and extension deadlines to ensure exceptional client service and timely completion of engagements. During non-peak periods, schedules are generally more flexible.

What Success Looks Like

The successful Tax Manager understands that preparing accurate tax returns is only the beginning of exceptional client service. They use each engagement as an opportunity to educate clients, identify tax-saving opportunities, anticipate future planning needs, and strengthen long-term relationships. By leveraging the firm's collaborative support team, they maximize efficiency while delivering a high level of technical expertise and proactive advice that distinguishes Financial Groove from traditional tax preparation firms.

Compensation: $78,000–$90,000 annually, based on experience and qualifications, plus review commissions, performance incentives, comprehensive benefits, paid continuing education, and significant opportunities for professional growth.

Position will be available immediately to the right candidate(s). Initial pay will be commensurate with the candidate’s qualifications with opportunity for advancement based on performance, attitude, and ability to work efficiently under pressure.

This position is not a remote. This position is Year-Round Full-Time. Financial Groove office hours are 8:45 a.m. to 5:15 p.m. Monday through Friday.

If you are seriously interested in the position, we want a Cover Letter along with your Resume.

In submitting your cover letter, please focus on:

  • Short list of your education and experience as it relates to being a Tax Preparer.
  • Describe why you think you would fit the job description
  • Describe how you visualize your career developing over the next five to ten years
  • Define your wage requirements