Heffernan Insurance Brokers
Join to apply for the
Tax Advisor
role at
Heffernan Insurance Brokers 1 week ago Be among the first 25 applicants Join to apply for the
Tax Advisor
role at
Heffernan Insurance Brokers Objective
Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. 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 combination of technical tax knowledge, excellent communication skills, and a customer-centric approach. Objective
Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. 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 combination of technical tax knowledge, excellent communication skills, and a customer-centric approach.
Core Responsibilities Include
Provide tax advice and planning strategies to internal employees and existing clients. Prepare or review federal and state tax returns for individuals, trusts, and small businesses. Develop tax strategies that align with clients’ financial goals and investment strategies. Assist in the preparation of financial statements and reports as needed. Offer year-round support for tax questions, notices, and audits. Collaborate with Financial Advisors to identify tax-saving opportunities as part of comprehensive financial plans. Assist with tax-related onboarding of new clients or benefit offerings. Educate internal teams on tax-related matters relevant to insurance and retirement planning. Stay informed about current tax regulations and changes that may affect employees or clients. Ensure compliance with ethical standards and applicable laws.
Requirements
Education – Bachelor’s degree in Finance, Economics, Business Administration, or a related field. CPA designation required. Minimum of 3 years of experience in tax advisory, public accounting, or financial services. Strong communication and collaboration skills, both written and oral. Experience working with financial advisors, insurance professionals, or in a brokerage environment is a plus. Solid understanding of individual and small business taxation. Excellent listening skills to thoroughly understand client needs. Leadership qualities, with the ability to effectively educate and sell to clients. Problem-solving and analytical skills, with high attention to detail. Professional demeanor and conduct required. Must maintain a positive attitude and sense of humor!
Compensation
The base salary range for this position is
$100,000
to
$140,000 . The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors.
This role will be eligible to participate in additional quarterly incentive programs . Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.
Heffernan Habits (Expectations)
These are practices that represent our unique employee culture.
Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team. Do Good – This is our core. We strive to do good for our clients, our company and our communities. Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day. Have Fun – Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients. Answer The Phone (And Email) – Be available and responsive to clients and colleagues. Be Humble And Own It – We all make mistakes – what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve. Celebrate And Value Our Differences – We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.
Working Conditions
Work environment may be indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule in order to accommodate clients’ schedules.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Industries Insurance Referrals increase your chances of interviewing at Heffernan Insurance Brokers by 2x Sign in to set job alerts for “Tax Consultant” roles.
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#J-18808-Ljbffr
Tax Advisor
role at
Heffernan Insurance Brokers 1 week ago Be among the first 25 applicants Join to apply for the
Tax Advisor
role at
Heffernan Insurance Brokers Objective
Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. 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 combination of technical tax knowledge, excellent communication skills, and a customer-centric approach. Objective
Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. 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 combination of technical tax knowledge, excellent communication skills, and a customer-centric approach.
Core Responsibilities Include
Provide tax advice and planning strategies to internal employees and existing clients. Prepare or review federal and state tax returns for individuals, trusts, and small businesses. Develop tax strategies that align with clients’ financial goals and investment strategies. Assist in the preparation of financial statements and reports as needed. Offer year-round support for tax questions, notices, and audits. Collaborate with Financial Advisors to identify tax-saving opportunities as part of comprehensive financial plans. Assist with tax-related onboarding of new clients or benefit offerings. Educate internal teams on tax-related matters relevant to insurance and retirement planning. Stay informed about current tax regulations and changes that may affect employees or clients. Ensure compliance with ethical standards and applicable laws.
Requirements
Education – Bachelor’s degree in Finance, Economics, Business Administration, or a related field. CPA designation required. Minimum of 3 years of experience in tax advisory, public accounting, or financial services. Strong communication and collaboration skills, both written and oral. Experience working with financial advisors, insurance professionals, or in a brokerage environment is a plus. Solid understanding of individual and small business taxation. Excellent listening skills to thoroughly understand client needs. Leadership qualities, with the ability to effectively educate and sell to clients. Problem-solving and analytical skills, with high attention to detail. Professional demeanor and conduct required. Must maintain a positive attitude and sense of humor!
Compensation
The base salary range for this position is
$100,000
to
$140,000 . The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors.
This role will be eligible to participate in additional quarterly incentive programs . Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.
Heffernan Habits (Expectations)
These are practices that represent our unique employee culture.
Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team. Do Good – This is our core. We strive to do good for our clients, our company and our communities. Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day. Have Fun – Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients. Answer The Phone (And Email) – Be available and responsive to clients and colleagues. Be Humble And Own It – We all make mistakes – what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve. Celebrate And Value Our Differences – We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.
Working Conditions
Work environment may be indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule in order to accommodate clients’ schedules.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Industries Insurance Referrals increase your chances of interviewing at Heffernan Insurance Brokers by 2x Sign in to set job alerts for “Tax Consultant” roles.
Business Tax Accountant - Work From Home
San Francisco, CA $75,000.00-$125,000.00 3 weeks ago Business Tax Specialist - Work From Home
Pleasant Hill, CA $80,000.00-$105,000.00 1 month ago Pleasanton, CA $120,000.00-$150,000.00 6 hours ago San Francisco, CA $85,000.00-$115,000.00 1 day ago San Francisco, CA $135,000.00-$150,000.00 5 days ago San Francisco, CA $65,000.00-$80,000.00 2 weeks ago San Francisco, CA $145,200.00-$199,700.00 10 hours ago San Francisco, CA $125,000.00-$145,000.00 3 weeks ago San Francisco, CA $100,000.00-$120,000.00 2 days ago Senior Business Tax Accountant - Work From Home
San Francisco, CA $130,000.00-$170,000.00 5 days ago San Francisco, CA $85,000.00-$111,000.00 3 weeks ago Pleasant Hill, CA $100,000.00-$150,000.00 1 month ago San Francisco, CA $75,000.00-$100,000.00 2 days ago Walnut Creek, CA $85,000.00-$110,000.00 1 day ago San Francisco, CA $145,000.00-$185,000.00 3 weeks ago Fremont, CA $155,000.00-$175,000.00 1 week ago San Francisco, CA $73,430.00-$167,180.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr