Title: Senior Tax Advisor

Compensation: $75,000–$115,000 annually, plus eligibility for an annual performance bonus.

Location: Plymouth, MN (Hybrid once onboarding in completed)

About The Job:

Lakeside HR Group has been engaged by our client to recruit a Senior Tax Advisor to join their growing team. Our client is a relationship-focused tax firm that helps individuals and business owners make informed financial decisions through accurate tax preparation, clear guidance, and proactive year-round planning.

This is an opportunity for an experienced tax professional who wants to do more than seasonal return preparation. The Senior Tax Advisor will manage a recurring client portfolio, lead client conversations, provide practical tax advice, and identify planning opportunities that create meaningful value. This is a hands-on individual-contributor role with significant client responsibility and the opportunity to help improve internal processes as the firm continues to grow.

Key Responsibilities:

Prepare and complete federal and state tax returns for individuals and businesses.
Manage a recurring client portfolio while providing responsive, organized, and high-quality service.
Lead client conversations throughout the tax process, including document collection, missing-information follow-up, return delivery, estimated-tax discussions, balance-due conversations, and proactive planning.
Work with individuals, business owners, partnerships, S corporations, C corporations, trusts, estates, and multi-state tax matters based on experience and portfolio needs.
Identify and communicate tax-planning opportunities related to estimated payments, retirement contributions, business deductions, entity structure, owner compensation, fringe benefits, charitable giving, and other appropriate strategies.
Collaborate with financial advisors, bookkeepers, payroll providers, attorneys, tax preparers, administrative staff, and firm leadership.
Maintain accurate client notes, workflow updates, supporting documentation, and clearly defined next steps.
Research technical tax matters, document conclusions, and escalate complex issues when appropriate.
Help improve the client experience, internal workflows, documentation, and tax-planning processes.
Share knowledge and support team members without formal people-management responsibilities.

Required Skills:

At least three years of recent experience as a signing tax-return preparer with primary responsibility for return accuracy.
Active PTIN and eligibility to sign returns as a paid preparer.
Experience independently preparing and reviewing federal and state individual income-tax returns.
Business tax experience, including Schedule C businesses and at least one of the following: partnerships, S corporations, C corporations, trusts, estates, or related state filings.
Experience communicating directly with clients regarding tax results, missing information, estimated taxes, balances due, deadlines, and next steps.
Strong judgment, attention to detail, organization, client-service skills, and follow-through.
An active Enrolled Agent or CPA credential is preferred.
Experience with year-round advisory services, business-owner planning, owner 1040s, retirement and charitable planning, entity structure, and estimated-tax strategies is preferred.
Familiarity with tax software, document portals, workflow tools, CRM systems, QuickBooks, and tax research platforms is preferred.

Benefits:

Annual performance bonus eligibility.
401(k) plan with employer matching contribution.
Paid time off and paid holidays.
Support for approved CPE, EA or CPA renewal, professional memberships, and technical training.
Training on tax research, technology, workflow, and software tools.
A defined client portfolio with workload adjusted based on complexity and demonstrated capacity.
Opportunities to expand year-round advisory and tax-planning experience.
A collaborative, client-centered team environment.
No formal employee-management requirement.

About Lakeside HR Group:

At Lakeside HR Group, we understand that finding the right job is essential for your career success. We are a boutique-style human resources consulting and recruiting firm dedicated to providing personalized, tailored solutions. When you partner with us, you are not just getting a recruiter; you are getting the entire Lakeside team working together to support your career goals.

Partner with us at Lakeside HR Group, where we are more than just a recruiting firm; we are your partners in achieving your career aspirations.