Careers – Tax Advisor – Moline, IL

Tax Advisor- Moline, Il

What if tax season could be less taxing?

Enjoy tax work, but hate the hours that tax season brings?  Happy to see the families you serve when they come in, but wish there was time to help them make choices in advance rather than reacting to choices already made?  Glad to see 4/15 come around but somewhat dreading the audit, bookkeeping, and other work that your firm will inevitably bounce your way?

We’re looking for a tax professional to join our team who can focus on tax issues for our clients year-round. A great team member will work collaboratively with our families and planners focused on good outcomes and happy clients, not just billable hours.  Our unique model allows our tax team to have the conversations year-round with our client families that lead to informed choices and better outcomes when filing time comes around. 

What’s in it for you?

At The Planning Center, you’ll be part of team with a collaborative entrepreneurial mindset that is focused on changing the way our clients make decisions on Life and Money. We value work/life balance. We strive to maintain a forward-looking focus on our tax services. You can have a life during tax season, an impact on families around the country, a firm that embraces our fiduciary responsibility to clients, AND build a life and career that you can be proud of.  We also provide a competitive salary and benefits package.

Who We Are

The Planning Center is a fee-only financial planning firm that provides a safe place for their clients to discuss what matters most to them and their family. Our goal is to help people make better decisions as they navigate life’s transitions and guide them toward the life they want. We have 7 locations within the U.S. and are continuing to expand our office and client footprint.  As a mid-size privately owned company, we value diverse perspectives, entrepreneurial thinking, and above all a commitment to always act in our client’s best interests.

What You’ll Do

Tax planning and return preparation are an integral part of our financial planning services.  We have three CPA/EA’s leading our tax team and our tax practice is growing. To support our current tax clients and prepare us for future growth, we are looking for a tax professional to join our team.  Your responsibilities will include:

  • Detailed review of tax returns and communication with initial tax preparers.
  • Initial tax preparation of higher complexity tax returns.
  • Perform tax law research as needed to support the team.
  • Develop towards becoming a tax return signer within three years, becoming the lead tax professional for many clients.
  • Collaborate extensively with our tax team to best serve our clients.
  • Communicate directly with clients as part of the tax planning and preparation process.
  • Engage in professional development to maintain licensure and to stay current with our ever-changing tax laws.

What You Need

  • CPA or EA license
  • 5+ years of tax preparation experience
  • Proficiency with technology in a paperless tax preparation environment
  • Strong interpersonal skills to lead client facing services

 Education

  • Accounting Bachelor’s degree or higher
  • Masters degree is desired but not required