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About Blumark
Traditional Values. Innovative Financial Solutions.
Different by design – that’s Blumark. By combining traditional values and innovative financial solutions, Blumark sets out to make an impression on you and your retirement goals. Focused on long-term relationships, sound professional advice, and lasting results, Blumark offers a wide range of financial solutions to meet your individual needs. By integrating a talented team of advisors with multiple services, Blumark provides a comprehensive, 360-degree view of your financial situation. With the full picture in sight, our team presents you with solid strategies and the blueprint to help you reach your goal. At Blumark, you are at the center of everything we do.
Tax Intern - Seasonal
Location: Troy, MI
We are seeking a motivated and detail-oriented Tax Intern to join our team on a seasonal basis. This internship offers a valuable opportunity to gain hands-on experience in the field of taxation, working alongside industry professionals. The ideal candidate will be passionate about learning, eager to apply their academic knowledge in a real-world setting and interested in pursuing a career in tax and accounting.
This seasonal Tax Intern position is an excellent entry point for individuals looking to advance their careers in the tax and accounting sectors. If you are enthusiastic about making a meaningful contribution and gaining practical experience, we encourage you to apply.
Key Responsibilities:
Assist in the collection and organizing of documents for the preparation of tax returns for individuals and businesses under the supervision of experienced tax professionals.
Perform research on various tax-related topics to support senior team members in providing sound tax advice and solutions
Organize and maintain tax documents and records, ensuring compliance with company policies and regulatory requirements
Input and verify data with precision, ensuring accuracy and completeness in all tax filings and reports
Support the tax team throughout the tax season by gathering relevant documentation and information
Contribute to projects aimed at improving operational efficiency and client satisfaction within the tax department
Qualifications:
Currently pursuing a bachelor's degree in accounting, Finance, or a related field.
Basic understanding of tax laws, principles, and practices is preferred
Proficient in Microsoft Office Suite, especially Excel, with strong analytical skills
Excellent communication skills, both written and verbal
Ability to work collaboratively in a team environment
High level of integrity and attention to detail, with the ability to handle sensitive information confidentially
Strong organizational skills with the ability to manage multiple tasks and meet deadlines in a fast-paced environment
TAX ADVISOR - EA, CPA
Location: Troy, MI
LOOKING FOR A GREAT OPPORTUNITY? We may have just what you’re looking for. Blumark Financial Advisors and Blumark Tax Advisors are looking for an experienced CPA or EA, with great client-facing skills in the tax realm. This position will give the right candidate the opportunity to grow and develop a career, working with our clients, providing tax consultation, advice and client-focused strategies.
Key Responsibilities:
Lead and mentor a tax associate within the team, fostering professional growth and development.
Work closely with other team members to deliver comprehensive tax planning strategies for clients.
Present tax returns, forecasts, and planning strategies directly to clients in a consultative manner.
Review forecasts and tax returns, ensuring accuracy and compliance with current tax laws.
Participate in case studies and planning sessions to provide the highest level of advice to clients.
Support technology advancements and process improvements aligned with industry standards.
Handle general accounting responsibilities for small business clients as needed.
Engage in team-building activities and contribute to a collaborative work environment.
Qualifications:
Active designation (EA, CPA).
Minimum of 5 years of tax-related experience.
Commitment to continuing education based on designation requirements.
Demonstrated knowledge of current tax laws and regulations.
Experience mentoring or training CPA/EA candidates is a plus.
Associate Financial Advisor
Location: Troy, MI | Hybrid Option Available
About Us:
Blumark Financial Advisors is a boutique firm offering holistic solutions to help clients achieve their long-term financial goals. If you are growth-minded and eager to develop your career while delivering exceptional client service, we want you on our team.
About the Role:
As an Associate Financial Advisor, you will work within our practice to ensure clients receive the highest level of service. You’ll collaborate with senior advisors and team members, focusing on financial planning, retirement strategies, and investment solutions. This is a full-time position with flexibility for in-office and hybrid work.
Key Responsibilities:
Engage with clients to ensure they feel valued and connected to our financial planning process.
Participate in case studies to develop comprehensive financial planning advice.
Assist advisors with maintaining financial plans using MoneyGuidePro and Wealth Studios.
Help develop retirement and investment strategies tailored to client goals.
Observe meetings between senior advisors and clients.
Qualifications:
Bachelor’s degree in Finance or related field (or equivalent experience).
FINRA SIE, Series 7, and Series 66 licenses.
Progress toward CFP® or similar designation is a plus.
Strong proficiency in MS Office Suite and CRM systems (Salesforce experience preferred).
Excellent organizational skills and ability to manage multiple priorities.
Strong communication skills, both written and verbal.
