Senior Tax Preparer / Tax Specialist - Davis Advisory Group

Part-time

Kestra Financial

Albuquerque, NMFull-time / Part-time / Temporary$25–35/hrSeen todaySeen in employer's feed today

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At a glance

Compensation

$25–35/hr

Location

Albuquerque, NM

Schedule

Full-time / Part-time / Temporary

Work Authorization

Not specified

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Requirements

Credentials this posting asks for.

Annual Filing Season Program CompletionIRS PTIN

Job overview

As a Senior Tax Preparer, you will manage complex tax preparation, review, and strategic planning for individual, corporate, and trust returns, collaborating with Wealth Advisors to optimize client portfolios for tax efficiency in a year‑round role offering professional growth beyond the seasonal tax grind.

Skills & qualifications

RequiredNice to have

Skills

DrakeUltraTaxProConnectLacerteQuickBooks DesktopQuickBooks OnlineCommunicationAttention to DetailProfessional Demeanor

Qualifications

4–6 Years Tax Preparation ExperienceAnnual Filing Season Program CompletionIRS PTINActive IRS Enrolled Agent (EA) StatusCPA License

Benefits

401(k) Match

Tuition Assistance

Paid Time Off

Full job description

Davis Advisory Group

Job Title: Senior Tax Preparer / Tax Specialist Position Type: Full-time Seasonal with Part-time Year-Round opportunity. Location: Albuquerque, NM (Journal Center Area)

Salary Range: Hourly $25-$35 (for part-time work) depending on experience plus Commissionable with pay ranging from $50k to $70k for Tax preparation during tax season. Terms are negotiable.

Position Overview: As a Senior Tax Preparer, you will manage complex tax preparation, review, and strategic planning for individual, corporate, and trust returns. You will work closely with our Wealth Advisors to ensure our clients’ financial portfolios are optimized for maximum tax efficiency. This is a year-round, role offering professional growth beyond the traditional seasonal tax grind.

About Us: We are a premier, upscale financial advisory firm in Albuquerque dedicated to providing holistic wealth management. Our team delivers financial planning and investment management. We believe tax planning is an integral part of wealth preservation.

We are seeking an experienced, detail-oriented Tax Preparer to lead our tax department and provide concierge-level service to our elite clientele.

Key Responsibilities:

Accurate Preparation: Prepare and review federal and state tax returns for individuals, Small Businesses and Trusts/Estates.
Strategic Planning: Collaborate with financial advisors to project tax liabilities and execute proactive, year-round tax mitigation strategies.
Client Advisory: Serve as the direct point of contact for client tax inquiries, translating complex tax codes into clear, actionable advice.
Audit & Compliance: Conduct reviews of financial records, identify potential audit risks, and ensure absolute compliance with changing tax laws.
IRS Representation: Assist and advise clients with the handling of IRS or state tax authority correspondence, notices, and resolution tasks on behalf of clients.

Requirements

Required Qualifications:

Experience: Minimum of 4–6 years of dedicated tax preparation experience, preferably within a public accounting firm or wealth management environment.
Credentials: Completion of Annual Filing Season Program (AFSP) and IRS PTIN
Active IRS Enrolled Agent (EA) status or Certified Public Accountant (CPA) license preferred but not required.
Technical Skills: Proficiency with advanced professional tax software (e.g., Drake, UltraTax, ProConnect, Lacerte) and accounting tools (QuickBooks Desktop/Online).
Expertise: Deep understanding of high-net-worth tax nuances, including investment income, real estate transactions, business entity structures, and estate/gift tax.
Soft Skills: Immaculate communication skills, exceptional attention to detail, and a polished, professional demeanor suited for upscale clientele.