Financial Analyst - Tax Advocate Specialist
About Us
We are a boutique tax firm committed to excellence through integrity, innovation, and curiosity. Our team delivers exceptional client service while continuously improving our processes through thoughtful analysis and strategic thinking.
About the Role
We are seeking a skilled Financial Analyst who excels at tax agency negotiations and financial modeling. This role combines client advocacy with analytical expertise, primarily focusing on representing clients in discussions with tax authorities while developing accurate financial models through bookkeeping analysis.
Key Responsibilities
Tax Agency Negotiations: Serve as the primary point of contact with IRS, state, and local tax agencies to advocate for favorable client outcomes
Financial Reconciliation: Analyze client financial records to identify discrepancies and develop resolution strategies
Financial Modeling: Create detailed financial models based on bookkeeping data to support settlement proposals
Client Communication: Translate complex tax information into clear, actionable guidance for clients
Payment Plan Development: Design realistic payment structures based on client financial capacity and agency requirements
Documentation: Prepare and submit comprehensive financial documentation to support client positions
Process Improvement: Identify opportunities to streamline tax resolution workflows
What You'll Bring
Bachelor's degree in Finance, Accounting, Economics, or related field
Minimum of one full-time position with at least one year of tenure
2+ years of experience in financial analysis, tax resolution, or related role
Strong alignment with our core values: integrity, innovation, and curiosity
Excellent negotiation skills with demonstrated ability to advocate effectively
Advanced Excel skills and financial modeling experience
Understanding of basic bookkeeping principles and financial statement analysis
Knowledge of tax regulations and compliance procedures
Detail-oriented with exceptional organizational capabilities
Problem-solving mindset with ability to identify process improvements
QuickBooks experience preferred
What We Offer
Competitive salary: $58,240-$68,640 annually, depending on experience and qualifications
Comprehensive benefits package
Professional development opportunities in tax resolution and financial analysis
Collaborative work environment with supportive colleagues
Direct impact on helping clients resolve complex tax situations
How to Apply
Please email the following:
- Resume
- Cover letter describing a technology application you have used professionally
