Tax Advisor

Heffernan Insurance Brokers

Tax Advisor providing accurate and strategic tax guidance for employees and clients at Heffernan Financial. Collaborating with teams to develop tax strategies and ensure compliance.

Posted 7/27/2026full-timeWalnut Creek • California • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax advisory and planning, with a strong focus on compliance and ethical standards. Capable of collaborating with financial advisors to develop tax strategies that align with clients' financial goals.

Highest-signal resume keywords

CPA DesignationTax Advisory ExperienceFederal And State Tax Returns PreparationCollaboration With Financial AdvisorsStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Planning StrategiesFinancial Statement PreparationIndividual And Small Business TaxationTax ComplianceAnalytical Skills

Soft Skills

Problem-Solving SkillsLeadership QualitiesExcellent Listening SkillsPositive AttitudeStrong Interpersonal Skills

Certifications & Qualifications

Bachelor’s Degree In FinanceBachelor’s Degree In EconomicsBachelor’s Degree In Business Administration

Industry Keywords

Tax RegulationsFinancial ServicesPublic AccountingInsurance PlanningRetirement Planning

About the role

Key responsibilities & impact

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

What you’ll need

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!

Benefits

Comp & perks

At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique.
Comprehensive benefits package designed to promote well-being, growth, and long-term success.
Participation in an annual bonus program.