Senior Tax Advisor

MLN Wealth & Tax Planning is a growing family-owned, client-focused firm dedicated to providing clients with financial insights and peace of mind to optimize their finances and enjoy retirement. We are seeking a Senior Tax Advisor to join our team. Your role will be to lead support of our clients' annual tax return process and advise clients on tax optimization.

What You WIll Do:

• Complete annual federal and state tax returns
• Build and maintain relationships with our client base
• Provide additional tax advice to our clients as we optimize their complete financial picture
• Collaborate with internal stakeholders to ensure client satisfaction 

What You WIll Bring:

Our ideal client will have at least 3 years of relevant experience and the following credentials/skills:

• Certified Public Accountant (CPA) or Enrolled Agent (EA)
• Experience with Income Tax Preparation
• Experience with a variety of tax returns and tax situations
• Excellent communication and relationship-building skills
• Excellent organization skills
• Detail-Oriented

Compensation and Benefits:

The ideal client will lead our tax operations. Our compensation package reflects the value brought to our clients.

• Paid by return; receive the majority of client fees for tax returns
• Equates to $180-350 per hour 
• Additional compensation for serving clients outside tax season
• Additional after-season bonus

We look forward to you growing your career with our team! We invite all to apply who meet the qualifications. 

For any questions regarding MLN Wealth & Tax Planning, this position, or career development opportunities at our firm, please visit mlnrp.com or feel free to reach out to Chris Moews, Vice President of Wealth & Tax Planning.