Senior Tax Professional & SMB Advisor
Davis & Associates | Michigan | Full-Time | Hybrid / In-Office
Compensation: $90,000 – $135,000 | Based on Experience
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ABOUT US
Davis & Associates is a well-established Michigan-based tax and accounting firm with a loyal client base built over decades of trusted service. We specialize in individual and small business tax preparation, year-round consulting for entrepreneurs and growing companies across Michigan.
We are in an exciting growth phase, expanding our service offerings, investing in technology, and building a team capable of delivering premium, high-touch service to a growing roster of SMB clients. This is a rare opportunity to join a firm at an inflection point and grow alongside it.
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ABOUT THE ROLE
We are looking for a seasoned Senior Tax Professional to join our team in a dual-capacity role: delivering technically complex individual and business tax returns while serving as a trusted advisor to our small and mid-size business (SMB) clients. This is a senior, client-facing position with significant responsibility and direct impact on firm growth.
This role is ideal for an experienced tax professional who thrives in a client relationship environment, has the technical depth to handle complex multi-entity returns, and is looking for a long-term home in a growing practice.
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KEY RESPONSIBILITIES
Tax Preparation & Technical Work
- Prepare and review complex federal and state individual income tax returns (Schedules C, E, F, K-1s)
- Handle multi-entity business returns including S-Corps (1120-S), partnerships (1065), and C-Corps (1120)
- Manage high-complexity returns involving rental income, investment portfolios, stock options, and small business operations
- Research tax issues and apply current tax law accurately and efficiently
- Respond to IRS and state agency notices; assist with audit representation as needed
Client Advisory & Relationship Management
- Serve as a primary point of contact for a portfolio of SMB clients across industries
- Provide proactive year-round tax planning, estimated payment guidance, and strategic advisory
- Conduct client meetings — in person, virtual, or by phone — to review returns and identify planning opportunities
- Advise on business structure, entity selection, and tax-efficient growth strategies for small business owners
- Build and maintain long-term client relationships that drive retention and referrals
Operations & Team
- Utilize the firm's tax preparation and practice management platforms (UltraTax, TaxDome, and related tools)
- Contribute to workflow improvements and internal process documentation
- Mentor junior staff and provide technical guidance during tax season
- Stay current on tax law changes and communicate relevant updates to clients proactively
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QUALIFICATIONS
Required:
- 7+ years of tax preparation and advisory experience
- Proven track record with complex individual and business returns
- Direct SMB client-facing experience
- CPA license or Enrolled Agent (EA) designation strongly preferred
- Strong working knowledge of current federal and Michigan state tax law
- Excellent written and verbal communication skills
Preferred:
- Hands-on experience with UltraTax CS or similar professional tax software
- Proficiency with TaxDome or a comparable client portal/CRM platform
- Experience in a public accounting or tax-focused firm
- Familiarity with multi-state tax filings
- Background serving real estate investors, contractors, or medical professionals
- Comfort advising on business formation, succession, and exit planning
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COMPENSATION & BENEFITS
- Base Salary: $90,000 – $135,000 annually
- Employer-sponsored health insurance
- Dental and vision coverage
- Retirement / 401(k) plan
- Paid time off and paid holidays
- CPE reimbursement, licensing fee support, and continuing education
- Flexible schedule; hybrid in-office arrangement (Michigan-based)
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WHY JOIN DAVIS & ASSOCIATES
- Join a firm with a strong existing client base and decades of community trust
- Be part of a growth-oriented leadership team investing in technology and expanded services
- Senior-level role with real autonomy, client ownership, and a voice in firm strategy
- Collaborative culture that values expertise and professionalism
- Clear path to grow into a leadership or partner-track role as the firm scales
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HOW TO APPLY
We review applications on a rolling basis and move quickly with qualified candidates.
To apply, please submit:
- Your resume
- A brief note on your tax experience, client advisory background, and software platforms you have used
Apply directly through this posting or send your materials to our hiring team. We look forward to connecting.
Davis & Associates is an equal opportunity employer.
Pay: $90,000.00 - $135,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- On-the-job training
- Opportunities for advancement
- Paid sick time
- Paid time off
- Paid training
- Relocation assistance
- Vision insurance
Work Location: In person
