Tax Advisor
Heffernan Insurance BrokersCalifornia, United States • Los Angeles, California, United States • Irvine, California, United States • Reno, Nevada, United States • San Francisco, California, United States • California, United States
Posted August 7, 2025
100000 - 140000 USD year
Full Time
About the Company
Heffernan Insurance Brokers, founded in 1988, is one of the United States’ largest independent insurance brokerage firms, offering comprehensive business and personal insurance, employee benefits, and financial services to a diverse client base. Headquartered in Walnut Creek, California, the company delivers customized solutions across virtually every industry, supported by a nationwide network of experienced professionals. Heffernan’s expertise spans property and casualty coverage, loss control, human resources consulting, and claims consulting, ensuring clients receive tailored risk management strategies. Recognized as a top employer and corporate philanthropist, the firm combines industry leadership with a strong commitment to employee satisfaction and community impact.
Job Description
Heffernan Financial Services is looking for an experienced Tax Advisor to provide accurate, timely, and strategic tax guidance to employees and clients.
Requirements
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- CPA designation required.
- Minimum of 3 years of experience in tax advisory, public accounting, or financial services.
- Strong communication and collaboration skills, both written and oral.
- Experience working with financial advisors, insurance professionals, or in a brokerage environment is a plus.
- Solid understanding of individual and small business taxation.
- Excellent listening skills to thoroughly understand client needs.
- Leadership qualities, with the ability to effectively educate and sell to clients.
- Problem-solving and analytical skills, with high attention to detail.
- Professional demeanor and conduct required.
- Must maintain a positive attitude and sense of humor!
Benefits
- Comprehensive benefits package
- Quarterly incentive programs
