Top 108 Client Advisor Jobs

Tax Director
Wills and Associates —Charlottesville, VA
- $140,000 - $180,000 a year
- Full-time
- CPA
- Research
- 8 years
- Profit sharing
- Paid holidays
Quick Apply
10h
Sr. Counsel, Claim
Travelers —Blue Bell, PA
- $132,800 - $219,100 a year
- 7 years
- Writing skills
- Driver's License
- Wellness program
- Paid holidays
7h
Data Engineering Manager
WissenPro LLC —Englewood Cliffs, NJ
- $100 - $130 an hour
- Contract
- 11+ years
- AWS
- Senior level
Quick Apply
16h
Senior Counsel - Financial Services Product & Regulatory
Latitude Legal —New York, NY
- $210,000 - $400,000 a year
- Full-time
- Office
- Senior level
- Communication skills
- Health insurance
- Dental insurance
7h
Principal Enterprise Architect
Northwestern Mutual —Milwaukee, WI
- $176,000 - $303,600 a year
- Full-time
- Computer Science
- Bachelor's degree
- Mentoring
- Flexible schedule
22h
Applications Development Technology Lead Analyst, Vice President
Citi —Jersey City, NJ
- $142,320 - $213,480 a year
- Full-time
- 6 years
- Office
- Java
- Paid holidays
- Disability insurance
3h
Key Accounts Executive
MSC —Lakeland, FL
- $38,724 - $60,852 a year
- Full-time
- Basic math
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
13h
Key Accounts Executive
MSC —Winfield, KS
- $38,724 - $60,852 a year
- Full-time
- Basic math
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
13h
Key Accounts Executive
MSC —Clearwater, FL
- $38,724 - $60,852 a year
- Full-time
- Basic math
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
13h
Key Accounts Executive
MSC —Wheeling, IL
- $54,756 - $66,924 a year
- Full-time
- Basic math
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
13h
Tax Manager | $130,000 - $155,000 + Profit Sharing
Everforth —Shelton, CT
- $130,000 - $155,000 a year
- Full-time
- 7 years
- Management
- CPA
- Profit sharing
- Health insurance
Quick Apply
5h
Financial Advisor - Urgent Hire
Express Employment Professionals —Texarkana, AR
- $75,000 - $100,000 a year
- Urgently hiring
- Research
- Mid-level
- Office
- Opportunities for advancement
Quick Apply
16h
Financial Advisor - Immediately Hiring
Express Employment Professionals —Texarkana, AR
- $75,000 - $100,000 a year
- Urgently hiring
- Research
- Mid-level
- Office
- Opportunities for advancement
Quick Apply
16h
Financial Advisor - Urgently Hiring
Express Employment Professionals —Texarkana, AR
- $75,000 - $100,000 a year
- Urgently hiring
- Research
- Mid-level
- Office
- Opportunities for advancement
Quick Apply
16h
In-House Fire Claim Counsel
State Farm Mutual Automobile Insurance Company —Bloomington, IL
- $137,000 - $198,250 a year
- Full-time
- Hybrid work
- Office
- Analysis skills
- Travel
- Paid holidays
- Health insurance
21h
Financial Advisor
Katie's Financial Services LLC —Remote
- $85,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Mid-level
- On-the-job training
Quick Apply
8h
Full-time Client Advisor - Chicago Oakbrook
TAG Heuer —Chicago, IL
- Full-time
- Inventory management
- Merchandising
- Mid-level
- Paid holidays
- Health insurance
4h
Sales Advisor
ISL Commercial —Fairview, TX
- $80,000 - $150,000 a year
- Contract
- Mid-level
- Real Estate License
- In-person
- Professional development assistance
- Opportunities for advancement
Quick Apply
6h
Relief Resident Advisor
Valley Youth House —Warminster, PA
- $19.50 - $22.00 an hour
- Part-time
- Google Workspace
- Computer literacy
- Windows
- Disability insurance
- Health insurance
Quick Apply
4h
Data and Analytics Engineer
Digital Strategy LLC —Remote
- $100,000 - $130,000 a year
- Full-time
- Remote
- Background check
- Computer science
- 7 years
- Health insurance
- Dental insurance
Quick Apply
10h

I want to receive the latest job alert for Client Advisor

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Tax Director

Wills and Associates
Charlottesville, VA

Quick Apply

Job Details

Full-time
$140,000 - $180,000 a year
10 hours ago

Benefits

Profit sharing
Paid holidays
Health insurance
Paid time off
401(k) matching
Life insurance
Referral program

Qualifications

Accounting systems
Staff supervision
Teamwork
Law
Public accounting
Coaching
Research
Income tax planning
Doctor of Law (JD)
Team development
Managing accounting teams
Mentoring
Accounting firm experience
QuickBooks
Tax preparation software
Technical Proficiency
Senior leadership

Full Job Description

You’ll want this to read as a senior, client-facing leadership role with a clear pathway into the firm’s equity. Here’s a draft you can use on Indeed or your careers page.

Job Title and Summary

Title: Tax Director (Partnership / Equity Track)
Location: Charlottesville, VA (On-site or hybrid)
Company: Wills & Associates

Wills & Associates is a growing accounting and advisory firm serving small and mid-sized businesses, business owners, and high‑net‑worth individuals with tax, accounting, bookkeeping, payroll, and consulting services. We are seeking an experienced Tax Director to lead our tax practice, oversee complex engagements, mentor our team, and help drive strategic growth—with a clear track to partnership and potential equity participation in the firm.

Key Responsibilities

Lead the tax practice across Wills & Associates, including planning, compliance, and quality control for individual, business, trust, and estate engagements.
Review and sign complex federal and state returns (Forms 1040, 1065, 1120, 1120‑S, 1041, etc.), ensuring technical accuracy and consistency with firm standards.
Develop and implement tax planning strategies for business owners and high‑net‑worth clients (entity structure, compensation planning, retirement, succession, real estate, and investment-related planning).
Serve as a primary tax advisor for key client relationships, leading meetings, explaining tax positions, and coordinating with bookkeeping and advisory teams.
Research complex tax issues and provide clear, practical guidance to clients and internal stakeholders; monitor tax law changes and lead implementation of necessary updates.
Oversee tax workflows: engagement setup, workpaper standards, review processes, deadlines, and coordination with operations leadership.
Mentor and manage tax staff and senior preparers, providing coaching, technical training, and regular performance feedback.
Collaborate with firm leadership on growth initiatives, pricing and service mix, niche development, and integration with related entities under common ownership.
Maintain high standards of professionalism, ethics, and confidentiality in all client and staff interactions.

Qualifications

8+ years of progressive tax experience in public accounting, with significant exposure to business owners, SMBs, and high‑net‑worth individuals.
Expert-level knowledge of federal income tax and strong familiarity with state rules (Virginia and surrounding jurisdictions; experience with multi‑state is a plus).
Demonstrated experience reviewing and signing complex returns and leading tax planning engagements.
CPA license required; additional credentials (e.g., MST, JD/LLM, EA) are a plus.
Strong proficiency with professional tax software and comfort working with cloud-based accounting systems (e.g., QuickBooks Online) and client portals.
Proven leadership skills, including mentoring staff, managing workflows, and contributing to firm strategy.
Excellent communication skills, with the ability to translate complex tax concepts into plain language for clients and team members.
High level of judgment, integrity, and commitment to client service.

Partnership and Equity Potential

This role is designed as a leadership position with a defined pathway to partnership/equity participation for the right candidate.
The firm will work with the Tax Director to establish clear performance and contribution milestones tied to partnership eligibility (e.g., technical leadership, business development, team development, and practice growth).
Equity participation details (structure, timing, and buy‑in options) will be discussed with serious candidates during the interview process, with the goal of creating a long‑term, mutually beneficial relationship.

Desired Attributes

Strategic thinker who can balance technical depth with practical, business‑oriented advice.
Strong relationship builder, comfortable owning key client relationships and representing the firm in the community.
Process‑oriented, open to modernizing workflows and leveraging technology and automation in the tax practice.
Collaborative, with a willingness to work closely with operations, bookkeeping, and advisory teams to deliver a seamless client experience.

Compensation and Benefits

Competitive salary commensurate with experience and credentials.
Performance-based bonus potential tied to individual and firm results.
Paid time off, holidays, and flexibility outside of peak tax season.
Continuing professional education and support for maintaining licenses and credentials.
Defined pathway to partnership/equity for high-performing candidates.

Pay: $140,000.00 - $180,000.00 per year

Benefits:

401(k) matching
Health insurance
Life insurance
Paid time off
Profit sharing
Referral program

Work Location: In person

Quick Apply

Refine Your Search

Client Advisor jobs

Tax Director

Sr. Counsel, Claim

Data Engineering Manager

Senior Counsel - Financial Services Product & Regulatory

Principal Enterprise Architect

Applications Development Technology Lead Analyst, Vice President

Key Accounts Executive

Key Accounts Executive

Key Accounts Executive

Key Accounts Executive

Tax Manager | $130,000 - $155,000 + Profit Sharing

Financial Advisor - Urgent Hire

Financial Advisor - Immediately Hiring

Financial Advisor - Urgently Hiring

In-House Fire Claim Counsel

Financial Advisor

Full-time Client Advisor - Chicago Oakbrook

Sales Advisor

Relief Resident Advisor

Data and Analytics Engineer

I want to receive the latest job alert for Client Advisor

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected