Heffernan Insurance Brokers · 1 day ago
Tax Advisor
Walnut Creek, CA
Full-time
Hybrid
Mid Level
$100K/yr - $140K/yr
3+ years expHeffernan Financial Services is seeking an experienced Tax Advisor to join its expanding team. The role involves providing strategic tax guidance to support the financial well-being of employees and clients, while also preparing tax returns and developing tax strategies aligned with clients' financial goals.
FinanceFinancial ServicesInsurance
Hiring Manager
Mabel Downes
Responsibilities
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
Qualification
Required
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
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!
Preferred
Experience working with financial advisors, insurance professionals, or in a brokerage environment is a plus
Benefits
Comprehensive benefits package
Quarterly incentive programs
Company
Heffernan Insurance Brokers
Heffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-07-22Private Equity
Leadership Team
Mike Heffernan
President and CEO
Kate Grasman
CIO
Recent News
2025-12-15
Company data provided by crunchbase