How to hire an income tax advisor

How to hire an income tax advisor, step by step

Here's a step-by-step income tax advisor hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an income tax advisor job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new income tax advisor
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you post your income tax advisor job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find an income tax advisor for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   An income tax advisor's background is also an important factor in determining whether they'll be a good fit for the position. For example, income tax advisors from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   Here's a comparison of income tax advisor salaries for various roles:

   Type of Income Tax Advisor	Description	Hourly rate
   Income Tax Advisor		$11-30
   Tax Internship	A tax intern is responsible for supporting the finance and accounting department on preparing tax documents, including analyzing financial statements and performing account reconciliations, under the supervision of a tenured tax preparer. Tax interns observe tax processes, shadowing the staff on daily operations, and utilizing their classroom knowledge to practical applications by recommending strategic procedures to handle tax filings efficiently and accurately... Show more	$14-34
   Tax Consultant	Tax consultants are experts in providing commercially centered tax advice and tax services to wide-ranging clients who function in all sectors of the economy. The work they do involves devising tax-efficient strategies for international and domestic-based clients in various business situations, including takeovers, company merges, and corporate reconstructions... Show more	$22-44

   Show more

2. Create an ideal candidate profile

   Common skills:

   • IRS
   • Tax Returns
   • Taxation
   • Fixed Income

   Responsibilities:

   • Manage the training and use of new FactSet products and enhancements with various client bases including portfolio management and performance teams.
   • Review domestic payroll reporting metrics, ensure home/host payments are updated and reconcile for timely submission and payment.
   • Research nexus relate issues and net operating losses limitations utilizing CCH.

3. Make a budget

   Including a salary range in your income tax advisor job description is one of the best ways to attract top talent. An income tax advisor can vary based on:

   • Location. For example, income tax advisors' average salary in south carolina is 62% less than in alaska.
   • Seniority. Entry-level income tax advisors 64% less than senior-level income tax advisors.
   • Certifications. An income tax advisor with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in an income tax advisor's salary.

   Average income tax advisor salary

   $38,850yearly

   $18.68 hourly rate

   ---

   Entry-level income tax advisor salary

   $23,000 yearly salary

   Updated December 30, 2025

4. Writing an income tax advisor job description

   An income tax advisor job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. To help get you started, here's an example of an income tax advisor job description:

   Income tax advisor job description example

   Are you a strategic and creative Multistate Tax professional who likes solving complex state tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology that align the tax function with business objectives?
   
   We are looking for a sharp, analytical Multistate Tax Senior Consultant who is ready to take on new challenges and join one of the largest Multistate Tax practices in the United States.
   What you'll do
   
   As a Senior Consultant within the Multistate Tax Services group, you will be a valuable member on tax engagements and provide state tax consulting and compliance services to a diverse client base in various industry sectors. You will continue to grow your technical knowledge in state taxation by working on large complex tax projects, and have access to exceptional resources and continue to develop your supervisory and leadership skills. Responsibilities will include:
   
   + Performing a detailed technical review of partnership and corporate state tax returns and work papers with attention to multistate tax issues such as apportionment, state modifications, nexus, unitary filings, and flow-through taxation.
   
   + Coordinating with an in-house tax preparation team within Deloitte and with the clients tax department.
   
   + Performing detailed review of estimated payment and withholding calculations and related filings.
   
   + Researching state tax legislation and assisting with impact on compliance.
   
   + Assisting with various tax consulting projects including research and writing projects related to tax planning, restructuring, due diligence, audit defense, and accounting for income taxes.
   
   + Assisting with engagement workflow management and supervising tax consultants and interns on assigned engagements.
   
   The Team
   
   Deloitte's Multistate Tax Services (MTS) group is the largest State and Local Tax (SALT) practice in the United States with more than 1,000 professionals nationwide. Our Multistate Tax professionals include former state tax auditors and administrators, industry personnel, tax practitioners, accounting specialists, and technology personnel with numerous years of multistate tax experience. Collectively, our team has significant experience with the requirements and nuances of jurisdictions in all 50 states. Our specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.
   
   Qualifications
   
   Required
   
   + 2+ years' experience in state income and franchise tax
   
   + Preparation and review experience of state income and franchise tax returns
   
   + Experience with state tax planning, tax research, and tax analysis
   
   + Bachelor's degree in accounting, finance, or related field
   
   + One of the following accreditations obtained, in process, or willing able to obtain:
   
   + Licensed CPA in state of practice/primary office if eligible to sit for the CPA
   
   + If not CPA eligible:
   
   + Licensed attorney
   
   + Enrolled Agent
   
   + Excellent research and writing skills
   
   + Excellent presentation and communications skills
   
   + Supervisory experience
   
   + Limited immigration sponsorship may be available
   
   + Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
   
   Preferred
   
   + Advanced degree such as Masters of Tax or JD and/or LLM
   
   + Previous Big 4 or large CPA firm experience
   
   mtstax
   
   All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
   
   All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

   Copy this example

   

5. Post your job

   To find the right income tax advisor for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with income tax advisors they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit income tax advisors who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your income tax advisor job on Zippia to find and recruit income tax advisor candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with income tax advisor candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new income tax advisor

   Once you have selected a candidate for the income tax advisor position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   Once that's done, you can draft an onboarding schedule for the new income tax advisor. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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