Tax Advisor Jobs
Tax Advisor jobs are open across public accounting, corporate finance, financial services, and wealth management, from entry-level associate to senior director, with specializations in individual tax planning, corporate compliance, and international tax. Find a role that fits below and apply directly.
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Tax-Centered Financial Advisor / Client Relationship Manager
Location: Anaheim, Southern California – On-site
Firm Type: Boutique, Woman-Owned Financial Planning & Tax Strategy Firm
Compensation: $50,000 - $80,000 + Bonus + Benefits
Unique Schedule: Monday - Thursday for most of the year (closed Fridays; occasional Saturday events). During tax season (February - April) Monday - Saturday.
About Our Firm
We are a small, woman-owned wealth advisory firm dedicated to delivering deeply personalized, high-touch financial planning and forward-looking tax strategies to our clients.
Unlike massive corporate wealth mills or transactional tax shops, we are agile, collaborative, and entirely relationship-driven. We don't believe in rigid corporate hierarchies or mandatory 80-hour workweeks during tax season. We believe in providing exceptional client care while maintaining a healthy, supportive, and balanced lifestyle for our team.
About the Role
We are looking for a key professional to join our close-knit team. This role is perfect for an Enrolled Agent (EA) or experienced tax professional who wants to transition out of traditional, high-volume tax preparation and step into a strategic, client-facing financial advisory career.
You do not need to have a CFP® designation. We value your deep technical tax knowledge as the true foundation of great financial planning. We will fully support you, mentor you, and provide a clear path to becoming a lead advisor managing client wealth relationships.
Why You'll Love Working Here
- True Work-Life Balance: We focus on proactive, year-round planning—not high-volume, last-minute tax compliance. Our spring workload is designed to keep you sane and supported.
- A Voice in the Room: In a small firm, your ideas matter. You will collaborate directly with the founder and have an immediate, visible impact on our business and our clients.
- Paid Professional Growth: Want to eventually get your CFP®, Series 65, or additional advanced credentials? We will completely cover your study materials, exam fees, and continuing education.
What You Will Do
- Tax-Forward Strategy: Analyze client tax returns, identify optimization opportunities (e.g., equity compensation, retirement contributions, business structures), and design proactive tax plans.
- Collaborative Financial Planning: Work side-by-side with the firm principal to build, review, and deliver comprehensive wealth, retirement, and cash flow plans.
- Client Relationship Management: Act as a warm, responsive, and trusted point of contact for our clients, helping them navigate complex life and financial transitions.
- Boutique Tax Compliance: Handle specialized, high-touch tax preparation and filing for our wealth management clients (focused on quality, not volume).
What We Are Looking For
- Active Enrolled Agent (EA) Credential (Highly Preferred) or a strong, dedicated tax-preparation background.
- Regulatory Licensing: Possession of a Series 65 license is a plus, but not required to apply. We will sponsor and support you to pass the Series 65 within your first 90 days.
- Experience: 3+ years of experience in tax preparation, public accounting, or a wealth management setting.
- The Boutique Fit: Exceptional communication skills, a high level of emotional intelligence, a collaborative spirit, and a genuine passion for helping clients achieve peace of mind.
Benefits & Perks
- Competitive base salary with bonus opportunities.
- Fully covered health insurance options.
- 401(k) match with immediate vesting.
- Complete funding for all professional memberships, CE credits, licenses, and designations.
- Unique Schedule: Monday - Thursday for most of the year (closed Fridays; occasional Saturday events). During tax season (February - April) Monday - Saturday.
Pay: $50,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Health insurance
- Loan repayment program
- Paid sick time
- Paid time off
- Paid training
- Tuition reimbursement
Work Location: In person
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Find Tax Advisor JobsTax Advisor Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in tax advisor jobs.
- CPA license or active CPA exam progress required or strongly preferred
- Proficiency in tax software such as CCH Axcess, GoSystem, or Thomson Reuters UltraTax
- Experience preparing or reviewing federal and state corporate or individual income tax returns
- Knowledge of ASC 740 income tax accounting for candidates targeting corporate roles
- Bachelor's degree in accounting, finance, or a related field
- Strong written communication skills for client-facing advisory and documentation work
Tips for Your Tax Advisor Job Search
Tailor your resume to each engagement type
Corporate in-house roles prioritize ASC 740 and provision work, while public accounting firms want client-facing compliance and planning experience. Swap in the right terminology before you apply so your resume speaks directly to what that employer values.
List your credentials and their status clearly
Employers scan for CPA, Enrolled Agent, or CFA designations immediately. If you're licensed in multiple states or your EA enrollment is active, say so explicitly. Buried or ambiguous credential information routinely knocks otherwise strong candidates out early.
Apply early to roles that fit
Migrate Mate lists tax advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by tax code specialty
Search for terms like "partnership taxation," "Subchapter C," "SALT," or "transfer pricing" rather than the generic title alone. Niche searches surface roles where your specific technical background is a primary requirement, not a nice-to-have.
Prepare a technical scenario for every interview
Interviewers at both firms and corporate tax departments ask you to walk through a real client situation or provision calculation. Prepare two or three concrete examples from past work that show your analysis process from initial issue identification through final recommendation.
Negotiate start dates around filing season
Many tax teams are reluctant to onboard during peak filing windows, so a January or September start often moves faster through approval than one requested in March or April. Naming a realistic start date in your cover letter removes a common friction point.
Tax Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most tax advisors?
The most active employers for tax advisors right now are Platform Accounting, PwC, and KerberRose S.C., and the most openings are in Texas, California, and Wisconsin, based on current listings on Migrate Mate as of November 2026. Demand is spread across national public accounting firms, large regional practices, and corporate in-house tax departments.
How many tax advisor jobs are remote?
About 67% of tax advisor openings are fully remote or hybrid as of November 2026, reflecting broader adoption of distributed work across the profession. Individual tax planning and advisory roles tend to offer the most remote flexibility, while provision and audit-support positions more often require on-site presence during quarter-end close.
How do you become a tax advisor?
Start with a bachelor's degree in accounting or finance, then sit for the CPA exam or pursue an Enrolled Agent designation through the IRS, as most employers treat one of these credentials as a baseline. Build foundational experience in tax return preparation at a public accounting firm or in a corporate tax department, then deepen expertise in a specialty such as international tax, partnership structures, or state and local tax to move into senior advisory roles.
Can you get hired as a tax advisor with little experience?
Entry-level tax advisor roles do exist, particularly at public accounting firms that hire staff associates each year from accounting programs. Without direct experience, employers look for a strong academic record in tax coursework, progress toward a CPA license, and any internship work involving return preparation or tax research. Firms that run structured associate programs are your most realistic starting point because they expect to train new hires rather than deploy them independently from day one.
What does the tax advisor interview process look like?
Most processes run three to four stages. An initial recruiter or HR screen confirms basic qualifications and availability. A technical interview with a manager or senior advisor follows, covering return preparation scenarios, research methodology, and your familiarity with relevant tax code sections. A final round often includes a panel with leadership or partners and may involve a written exercise. At corporate employers the sequence is similar but typically adds a behavioral interview focused on cross-functional collaboration with finance and legal teams.
Where can I find and apply to tax advisor jobs?
You can find and apply to tax advisor jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your background and preferences, and apply directly to each listing that fits.
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