Business Tax Advisor

About the Role:

• Job Position: Business Tax Advisor
• Job Location: Bellevue, WA
• Job Type: Full Time - Onsite

We are seeking a "Business Tax Advisor"

Job Summary:

We are seeking a Business Tax Advisor to deliver proactive, planning-driven tax services for closely held businesses. This role is ideal for a tax professional who enjoys combining technical expertise with practical advice in a collaborative wealth management environment.

Key Responsibilities:

• Review and sign federal and state tax returns for corporations and partnerships.
• Manage the full tax compliance process, including estimates, extensions, and K-1 coordination.
• Advise on entity selection, restructuring, and tax-efficient operating strategies.
• Develop compensation and distribution planning strategies for business owners.
• Analyze and recommend retirement plan options aligned with broader financial planning objectives.
• Support exit and succession planning, including business sales, ownership transitions, and generational wealth transfers.
• Collaborate with financial advisors and internal stakeholders to integrate tax strategies into comprehensive client planning.

Qualifications:

• Minimum 7 years of public accounting experience with extensive expertise in entity taxation.
• CPA license or Juris Doctor (JD) degree required; Master's degree in Taxation preferred.
• Strong ability to manage multiple client engagements and projects simultaneously.
• Excellent written and verbal communication skills.
• Strong tax research, analytical, and problem-solving abilities.
• Team-oriented mindset with a collaborative approach to client service.