Entry Level Tax Consultant Jobs
New grad tax consultant jobs welcome recent graduates and entry level candidates with zero to two years of experience, where strong internship work or coursework in taxation can matter more than a long resume. Most openings are on-site roles across Accounting & Auditing, Investment & Asset Management, and Consulting & Professional Services, with employers like Deloitte, Ryan, and Leyton hiring at this level now.
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Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Consultant who will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from existing CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. Our primary locations we are targeting are: Grand Rapids, MI | Kalamazoo, MI | Muskegon, MI | Saline, MI | Detroit, MI | Ann Arbor, MI .
The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include:
- Various Tax-Smart Strategies
- Financial Planning
- Retirement Planning Insurance Options
What you will do:
- Build and maintain deep relationships and rapport with affiliate CPA firms.
- Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.
- Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.
- Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions.
- Coordinate paperwork with the support of the Financial Service Assistant to open new accounts.
- Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes.
- Provide reports to clients, CPAs, and Avantax Planning Partners in a timely and accurate manner.
- Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.
- Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.
- Provide analysis to company CPAs on investment, insurance, and annuity products as needed.
- Provide effective communication of financial concepts to clients and make recommendations.
- Maintain knowledge of industry developments and changes.
- Conduct workshops for clients as prospecting and servicing tools.
- Work toward continuous quality improvement.
- Stay current with changing technology, including software and financial programs. Uphold, support, and promote all company policies and procedures.
What you need to have:
To perform this job successfully, the Financial Consultant must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills, and ability required.
- Bachelor’s degree (B.A.) from a four-year college or university.
- Minimum of two years of related experience and/or training.
- Experience with MS Excel and Word, and the internet, required. Experience with a financial planning software program(s) preferred.
Certifications, Licenses, Registrations:
- Required: FINRA Series 7/66, or 63/65 combo.
- Preferred: CFP certification.
- Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states.
- Completion of ongoing Continuing Education credits is required. A valid Driver’s License is required.
Compensation:
The base salary of $110, 000.00 plus a competitive variable compensation plan . Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, certifications and years and depth of experience in financial modeling & planning . Compensation ranges may differ in differing locations due to cost of labor consideration.
#LI-Hybrid
Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Consultant who will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from existing CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. Our primary locations we are targeting are: Grand Rapids, MI | Kalamazoo, MI | Muskegon, MI | Saline, MI | Detroit, MI | Ann Arbor, MI .
The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include:
- Various Tax-Smart Strategies
- Financial Planning
- Retirement Planning Insurance Options
What you will do:
- Build and maintain deep relationships and rapport with affiliate CPA firms.
- Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.
- Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.
- Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions.
- Coordinate paperwork with the support of the Financial Service Assistant to open new accounts.
- Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes.
- Provide reports to clients, CPAs, and Avantax Planning Partners in a timely and accurate manner.
- Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.
- Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.
- Provide analysis to company CPAs on investment, insurance, and annuity products as needed.
- Provide effective communication of financial concepts to clients and make recommendations.
- Maintain knowledge of industry developments and changes.
- Conduct workshops for clients as prospecting and servicing tools.
- Work toward continuous quality improvement.
- Stay current with changing technology, including software and financial programs. Uphold, support, and promote all company policies and procedures.
What you need to have:
To perform this job successfully, the Financial Consultant must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills, and ability required.
- Bachelor’s degree (B.A.) from a four-year college or university.
- Minimum of two years of related experience and/or training.
- Experience with MS Excel and Word, and the internet, required. Experience with a financial planning software program(s) preferred.
Certifications, Licenses, Registrations:
- Required: FINRA Series 7/66, or 63/65 combo.
- Preferred: CFP certification.
- Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states.
- Completion of ongoing Continuing Education credits is required. A valid Driver’s License is required.
Compensation:
The base salary of $110, 000.00 plus a competitive variable compensation plan . Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, certifications and years and depth of experience in financial modeling & planning . Compensation ranges may differ in differing locations due to cost of labor consideration.
#LI-Hybrid
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Find JobsEntry Level Tax Consultant Job Market
Who's Hiring
- Deloitte3
- Ryan3
- Leyton2
- Crowe LLP1
- Cetera Financial1
Top Industries Hiring
- Accounting & Auditing5
- Investment & Asset Management3
- Consulting & Professional Services3
Entry Level Tax Consultant Jobs: Frequently Asked Questions
How do I get an entry level tax consultant job?
Employers hiring at the entry level look for foundational knowledge in tax law, accounting principles, and software like QuickBooks or tax preparation platforms. A degree in accounting, finance, or a related field helps, but internship experience or coursework in federal and state taxation can give you a real edge. Certifications like the Enrolled Agent credential or progress toward a CPA demonstrate commitment that stands out early in your career.
Which companies hire entry level tax consultants?
Companies hiring entry level tax consultants right now include Deloitte, Ryan, and Leyton, based on current listings on Migrate Mate as of July 2026. Hiring at this level comes from a wide range of employers, including regional accounting firms, national professional services companies, and corporate tax departments that actively recruit new graduates and junior candidates each year.
Are there remote entry level tax consultant jobs?
Yes, though on-site roles remain common at this stage. About 50% of entry level tax consultant openings are remote or hybrid as of July 2026, reflecting how many firms have built flexible arrangements into their early-career hiring. Hybrid schedules are especially common at larger firms that want new consultants in the office part of the week for training and mentorship.
Are these new grad tax consultant jobs?
Yes, this page includes new grad, recent graduate, and junior tax consultant roles alongside other entry level openings. A posting is new-grad friendly when it welcomes zero to two years of experience, counts internships or academic projects toward eligibility, or explicitly invites candidates who are just starting out. Searching for roles that list a degree as the primary requirement is a reliable way to find new grad openings.
Which industries hire the most entry level tax consultants?
Entry Level tax consultant roles concentrate in Accounting & Auditing, Investment & Asset Management, and Consulting & Professional Services, based on current listings on Migrate Mate as of July 2026. Those sectors drive hiring at this level because they handle high volumes of tax compliance work year-round and rely on junior consultants to support senior staff during peak filing seasons and ongoing client engagements.