Heffernan Insurance Brokers

Independent insurance brokerage with employee ownership

Tax Advisor

Tax AccountingUpdated on Nov 13

Full-timeWalnut Creek, CA, USA$100k - $140k /yrHybrid

About the Job

Requirements

A bachelor's degree in Finance, Economics, Business Administration, or a related field is required.
A CPA designation is required.
At least three years of experience in tax advisory, public accounting, or financial services is required.
A solid understanding of individual and small business taxation is required.
Strong written and oral communication and collaboration skills are required.
Strong listening skills to understand client needs are required.
Problem-solving and analytical skills with high attention to detail are required.
A professional demeanor and conduct are required.

Responsibilities

Provide tax advice and planning strategies to internal employees and existing clients.
Prepare or review federal and state tax returns for individuals, trusts, and small businesses.
Develop tax strategies aligned with clients’ financial goals and investment strategies.
Assist in preparing financial statements and reports as needed.
Provide year-round support for tax questions, notices, and audits.
Collaborate with Financial Advisors to identify tax-saving opportunities as part of comprehensive financial plans.
Assist with tax-related onboarding of new clients or benefit offerings.
Educate internal teams on tax-related matters relevant to insurance and retirement planning.
Stay informed about current tax regulations and changes that may affect employees or clients.
Ensure compliance with ethical standards and applicable laws.
Educate and sell to clients.

Desired Qualifications

Experience working with financial advisors, insurance professionals, or in a brokerage environment is a plus.

Heffernan Financial is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. This position requires a combination of technical tax knowledge, excellent communication skills, and a customer-centric approach.

Provide tax advice and planning strategies to internal employees and existing clients.
Prepare or review federal and state tax returns for individuals, trusts, and small businesses.
Develop tax strategies that align with clients’ financial goals and investment strategies.
Assist in the preparation of financial statements and reports as needed.
Offer year-round support for tax questions, notices, and audits.
Collaborate with Financial Advisors to identify tax-saving opportunities as part of comprehensive financial plans.
Assist with tax-related onboarding of new clients or benefit offerings.
Educate internal teams on tax-related matters relevant to insurance and retirement planning.
Stay informed about current tax regulations and changes that may affect employees or clients.
Ensure compliance with ethical standards and applicable laws.

Education – 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!

About the Company

Heffernan Insurance Brokers

Independent insurance brokerage with employee ownership

Heffernan Insurance Brokers is a large independent U.S. insurance broker headquartered in Walnut Creek, California, offering business and personal insurance, employee benefits, and financial services. Its model centers on employee ownership, with staff having a stake in the firm to align interests and support long-term client relationships. Growth comes from steady organic expansion complemented by acquiring smaller, culturally aligned independent brokerages across the country, expanding geographic reach and deepening expertise in niches such as construction, nonprofits, and technology. By combining local market knowledge with scale and a focus on specific client segments, the goal is to be a leading nationwide independent broker with strong service and sustained, stable growth.

Company size: 501-1,000
Company stage: Not listed
Total funding: Not listed
Headquarters: Walnut Creek, CA
Founded: 1988

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