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Tax Advisor Jobs (NOW HIRING)

Waverly Advisors, LLC

Tax Advisor

Dayton, OH · On-site

Tax Advisor Responsibilities: * Manage tax engagements, review, and sign individual, trust, estate, partnership, and corporate tax returns. Depending on the engagement, returns will either be ...

Waverly Advisors, LLC

Tax Advisor

Dayton, OH · On-site

Tax Advisor Responsibilities: * Manage tax engagements, review, and sign individual, trust, estate, partnership, and corporate tax returns. Depending on the engagement, returns will either be ...

Blumark

TAX ADVISOR

Auburn Hills, MI · On-site

$70K - $85K/yr

Blumark Tax Advisors is looking for an experienced Tax Advisor, with great client-facing skills in the tax realm. This position will give the right candidate the opportunity to grow and develop a ...

Heffernan Insurance Brokers

Tax Advisor

Walnut Creek, CA · On-site

$100K - $140K/yr

Tax Advisor Department: Financial Services Employment Type: Full Time Location: Walnut Creek, CA Compensation: $100,000 - $140,000 / year Description Heffernan Financial is looking for an experienced ...

StaffBuffalo

Tax Advisor

Buffalo, NY · On-site +1

$100K - $120K/yr

Tax Advisor Overview: StaffBuffalo is working with a growing, relationship-focused tax advisory firm to hire a Tax Advisor. This opportunity is ideal for a seasoned tax professional who enjoys being ...

Platform Accounting Group

Tax Advisor

Roseburg, OR · On-site

The Tax Advisor is a key part of our team - you will be a part of tax preparation, compliance, and advising clients on tax planning. Building long-lasting client relationships is our goal by ...

Platform Accounting

Tax Advisor

Roseburg, OR · On-site

The Tax Advisor is a key part of our team - you will be a part of tax preparation, compliance, and advising clients on tax planning. Building long-lasting client relationships is our goal by ...

PT&C Group LLC

Tax Advisor

Roseburg, OR · On-site

The Tax Advisor is a key part of our team - you will be a part of tax preparation, compliance, and advising clients on tax planning. Building long-lasting client relationships is our goal by ...

NeoDym Technologies

Tax Advisor

Reston, VA · On-site

Tax Advisor Location: Reston, VA Our client is seeking a Tax Advisor who will serve as the strategic lead for tax planning and help high-net-worth clients minimize tax exposure across complex ...

Gannett Trust Company

Tax Advisor

POSITION OVERVIEW Gannett Wealth is seeking a skilled CPA Tax Advisor to join our team. In this role, you'll provide tax preparation, planning, and advisory services for individuals and businesses ...

W3Global Inc.

Tax Advisor

Lewisburg, PA

$55K - $90K/yr

Position Description Accounting Officers (Tax Advisors) will provide services to accounting, record, and income tax return customers with a high level of quality, accuracy, and efficiency. In ...

Heffernan Financial

Tax Advisor

Walnut Creek, CA

$100K - $140K/yr

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 ...

Ceritypartners

Tax Advisor

Raleigh, NC · On-site

The Principal Tax Advisor holds signing authority for tax returns, leads and mentors junior staff, and is expected to contribute meaningfully to client retention, team development, and firm growth.

H&R Block

Tax Advisor

Kingsland, TX · On-site

About the Role As a Tax Advisor at H&R Block, you'll help clients navigate their tax needs with confidence and clarity. Supported by technology and a dedicated Client Care Specialist, you'll review ...

H&R Block

Tax Advisor

Austin, TX · On-site

About the Role As a Tax Advisor at H&R Block, you'll help clients navigate their tax needs with confidence and clarity. Supported by technology and a dedicated Client Care Specialist, you'll review ...

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Tax Advisor information

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$26.5K

$87K

$128.5K

How much do tax advisor jobs pay per year?

As of Aug 24, 2026, the average yearly pay for tax advisor in the United States is $87,022.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,000.00 and $101,000.00 per year, depending on experience, location, and employer.

What is a tax advisor?

A tax advisor works for an accounting firm, a business, or as a private consultant. In this position, your job duties are to minimize the taxes your client has to pay by advising them on what deductions to take and how to report taxes while staying within the boundaries of the law. To succeed in this career, you need to have a thorough understanding of the tax code. A successful tax advisor keeps up to date with changes in the tax code and remains in touch with clients’ financial needs.

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

To thrive as a Tax Advisor, you need strong analytical skills, up-to-date knowledge of tax laws, and typically a degree in accounting, finance, or a related field—often supported by certifications like CPA or CTA. Proficiency with tax preparation software, spreadsheets, and financial management systems is essential for accurate and efficient work. Excellent communication, attention to detail, and problem-solving abilities help you build trust with clients and provide tailored advice. These skills ensure compliance, maximize client tax benefits, and maintain professional credibility in a complex regulatory environment.

What are some typical challenges a tax advisor faces during the busy tax season, and how can they be managed?

During the busy tax season, Tax Advisors often encounter heavy workloads, tight deadlines, and frequent changes in tax laws and regulations. Managing multiple client accounts simultaneously while ensuring attention to detail can be demanding. To handle these challenges, staying organized, setting clear priorities, and using reliable tax software are essential practices. Effective communication with clients and team members also helps prevent misunderstandings and ensures timely completion of tasks.

What is the difference between Tax Advisor vs Tax Accountant?

AspectTax AdvisorTax Accountant
CredentialsCertifications like CPA, EA, or CTA often preferredCPA or equivalent certifications common
Work EnvironmentAdvises clients on tax planning and strategiesPrepares tax returns and manages compliance
Employer & IndustryConsulting firms, accounting firms, or self-employedAccounting firms, corporations, or government agencies

While both roles require tax-related certifications and involve working with taxes, a Tax Advisor primarily provides strategic tax planning and advice, whereas a Tax Accountant focuses on preparing tax returns and ensuring compliance. The roles often overlap but differ in scope and client interaction.

How hard is it to become a tax advisor?

Becoming a tax advisor typically requires a bachelor's degree in accounting, finance, or a related field, along with passing relevant certification exams such as the CPA or Enrolled Agent designation. Gaining experience through internships or entry-level positions and developing strong knowledge of tax laws and software are also important steps in the process.

How much does a tax advisor make?

The average salary for a tax advisor in the United States ranges from $50,000 to $85,000 per year, depending on experience, location, and certifications such as CPA or EA. Senior tax advisors or those working in large firms can earn higher salaries, often exceeding $100,000 annually. Many tax advisors also earn bonuses or commissions based on client volume and performance.
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Tax Advisor jobs near you
Infographic showing various Tax Advisor job openings in the United States as of August 2026, with employment types broken down into 46% Full Time, 5% Part Time, and 49% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $87,022 per year, or $41.8 per hour.

Tax Advisor

Waverly Advisors, LLC

Dayton, OH • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 4 days ago

Job description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day.
In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well.
As part of the Waverly Business Services team, the Tax Advisor delivers sophisticated tax planning, tax preparation, and business services to high-net-worth individuals, families, trusts, and closely-held businesses. This role is critical in our holistic wealth management approach by collaborating with Wealth Advisors and Financial Planners to optimize clients' financial outcomes.
The ideal candidate will possess strong analytical skills and a passion for serving others. A successful candidate will have the ability to effectively communicate with cross-functional team members, demonstrate critical attention to detail, exhibit a positive attitude, and possess willingness to learn. Organizational skills, resiliency and flexibility, and promptness are necessary in all tasks and responsibilities.
Tax Advisor Responsibilities:
  • Manage tax engagements, review, and sign individual, trust, estate, partnership, and corporate tax returns. Depending on the engagement, returns will either be reviewed and signed or prepared/verified for another Tax Advisor to review and sign.
  • Deliver proactive tax planning strategies tailored to high-net-worth individuals, family offices, and business owners.
  • Advise clients on tax implications of estate planning, gifting strategies, charitable giving, investment portfolios, and business succession planning.
  • Participate in client meetings and presentations, articulating complex tax concepts in clear, actionable terms.
  • Collaborate closely with Wealth Advisors, Financial Planners, and Investment Teams to deliver integrated financial solutions.
  • Serve as a primary point of contact for client tax matters, building long-term, trust-based relationships.
  • Research complex tax issues and communicate findings clearly to clients and colleagues.
  • Prepare responses to tax authority inquiries and resolve tax notice issues.
  • Maintain and organize supporting documentation and workpapers in accordance with firm standards.
  • Train, supervise, and mentor Tax Assistants, Tax Accountants, and Senior Tax Accountants and contribute to professional development initiatives.
  • Maintain up-to-date knowledge of changes in tax legislation and financial planning trends.
  • Support client onboarding and firm growth by identifying opportunities for value-added services.
  • Manage business services engagements and review of services performed for closely-held business clients.
  • Provide business consulting services for closely-held business clients.
  • Assist Controller with client billing information needed. This may include preparation of or oversight of client invoicing for specified engagements.

Required Qualifications and Skills:
  • Bachelor's degree in Accounting, Finance, or related field preferred.
  • CPA or EA required.
  • 8+ years of progressive tax experience, ideally in a public accounting, wealth management, or family office environment required.
  • Deep knowledge of individual, trust, estate, and business taxation.
  • Experience working with and tax planning for high-net-worth individuals, closely-held businesses, and/or multi-generational wealth clients.
  • Exceptional interpersonal skills and client-service orientation.
  • Proficiency with tax software and tax planning tools.
  • A consultative, solutions-driven mindset.

Preferred Attributes:
  • Strong understanding of estate planning, philanthropy, and generational wealth transfer.
  • Experience in working collaboratively across disciplines (tax, legal, investment advisory).

Overtime Requirements:
The Tax Advisor who is full-time and paid on a salary basis is required to work overtime during tax season and is eligible to earn comp time. Please refer to the Waverly Business Services Comp Time policy per the Employee Handbook. The required overtime hours will vary based on workload and may be up to 160 hours during tax season.
Physical Requirements:
  • Prolonged periods of sitting at a desk and working on a computer
  • Must be able to lift 15 pounds at times

Travel:
  • No travel is required.

Benefits:
  • Comprehensive Health, Dental, and Vision coverage to support your overall well-being.
  • 401(k) retirement plan with match and profit sharing to help you invest in your future.
  • Twelve paid holidays each year.
  • An extra vacation day during your birthday week-so you can celebrate you!
  • Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
  • Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
  • Compensation commensurate with experience.

Legal:
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

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