Tax Advisor / CPA or EA – Proactive Tax Planning
Squires Tax Planning
Location: Columbia, MO or Osage Beach, MO
Job Type: Full-time
Work Setting: On-site, with opportunities to work remotely
Pay: $65,000–$95,000 per year, based on experience, plus performance-based bonus opportunity
Benefits: Health insurance, 401(k) with employer match, paid time off, professional development, and opportunities for remote work
Build tax strategies—not just tax returns.
Most tax professionals spend the year looking backward. At Squires Tax Planning, we help clients look ahead.
We are hiring a Tax Advisor to serve entrepreneurs, business owners, real estate investors, and high-income professionals through proactive, ethical tax planning. This is a client-facing advisory role for a CPA, EA, or experienced tax professional who can confidently communicate with clients, move work forward, and maintain a high standard for accuracy and documentation.
If you enjoy helping clients make smart financial decisions, thrive in a fast-moving environment, and take pride in organized, high-quality work, this is an opportunity to build a meaningful advisory career with a growing Missouri firm.
What You’ll Do
- Manage and support a portfolio of tax-planning clients through onboarding, strategy, implementation, tax preparation, and recurring reviews.
- Review individual and business tax returns, financial information, and entity structures to identify planning opportunities, risks, and next steps.
- Prepare for and participate in client strategy meetings, kickoff calls, and quarterly reviews.
- Explain tax strategies in plain language so clients understand the recommendation, expected impact, required actions, and deadlines.
- Help implement proactive tax strategies, including entity and compensation planning, retirement planning, accountable plans, real-estate-related strategies, and other client-specific opportunities.
- Coordinate closely with tax preparers and internal team members to ensure client work moves smoothly from sale through implementation and review.
- Maintain accurate client notes, workpapers, documentation, communications, and task status.
- Use systems including Monday.com, HubSpot, Corvee, Instead, Drake, and Google Workspace to deliver a consistent client experience.
- Follow established SOPs, verify source information, and protect quality and compliance before work is delivered.
- Identify process gaps and bring forward practical solutions that improve speed, consistency, and client experience.
What Success Looks Like
You will be trusted to keep client work moving without sacrificing detail. You will communicate early when information is missing, make complex tax rules understandable, and ensure every client knows the next step.
This role is ideal for someone who enjoys relationship-building and client communication while also valuing structure, documentation, compliance, and reliable follow-through.
Required Qualifications
- CPA or Enrolled Agent credential, or active progress toward CPA or EA licensure.
- 3+ years of experience in tax preparation, tax planning, public accounting, or a related tax advisory role.
- Experience with individual and business taxation, including 1040, 1065, 1120-S, and 1120 returns.
- Working knowledge of sole proprietorships, partnerships, S corporations, and C corporations.
- Strong written and verbal communication skills, including the ability to explain tax concepts clearly to non-tax professionals.
- Strong organization, attention to detail, and ability to manage multiple deadlines.
- Comfort using tax software, workflow systems, CRM tools, client portals, and Google Workspace or Microsoft Office.
Preferred Qualifications
- Experience advising entrepreneurs, business owners, real estate investors, executives, or high-income clients.
- Experience in a client-facing tax advisory or tax-planning role.
- Experience with Drake, Corvee, Instead, Monday.com, HubSpot, or similar platforms.
- CFP designation, financial-planning knowledge, or experience with advanced tax-planning strategies.
- A record of improving processes, building templates, or strengthening quality-control systems.
Why Squires Tax Planning
Squires Tax Planning helps entrepreneurs, creators, and high-performers keep more of what they earn by turning tax complexity into proactive, personalized strategy. We believe tax planning should create clarity, confidence, and lasting wealth—not stress and confusion.
Our core values guide how we work:
- Clarity: We make the complex understandable.
- Proactive: We are year-round advisors, not seasonal service providers.
- Ownership Mindset: We take initiative and follow through.
- Systemized Excellence: We use strong systems and tools to create reliable, scalable service.
- People Over Processes: We never lose the human touch.
You will join a growing firm that is investing in stronger client systems, defined handoffs, proactive planning, and a high-quality client experience.
Compensation and Benefits
- $65,000–$95,000 annual base salary, based on experience
- Performance-based bonus opportunity
- Health insurance
- 401(k) plan with employer match
- Paid time off
- Opportunities to work remotely
- Continuing education, licensing, and professional-development support
- A team environment focused on growth, ownership, and doing meaningful work for clients
How to Apply
Apply through Indeed with your resume.
As part of your application, please answer this question:
Selected candidates will complete interviews and may be invited to complete a job-related work-style assessment as one component of the hiring process.
Squires Tax Planning is an equal opportunity employer.
Pay: $65,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- Continuing education credits
- Flexible schedule
- Health insurance
- Paid time off
Work Location: In person
