Job Description
Description
Heffernan Financial is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. This position requires a combination of technical tax knowledge, excellent communication skills, and a customer-centric approach.
Key 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 iden...
Ready to Apply?
Submit your application today and join our talented team at Heffernan Insurance Brokers.
Submit ApplicationJob Details
- Location Walnut Creek, California
- Job Type Full time
- Category Financial Specialists
- Posted Date July 02, 2026
- Application Deadline August 11, 2026