Join to apply for the Tax Advisor role at Anderson Business Advisors
Base pay range
$90,000.00 / yr - $130,000.00 / yr
Job Purpose :
To provide expert tax advice and services to clients, ensuring accurate and timely completion of individual and business tax returns. This role involves direct client communication, planning and advisory services and review of tax returns, and acting as an advocate for clients with tax authorities.
Key Responsibilities :
- Tax Planning and Compliance : Maintain knowledge of tax laws and tax planning strategies; provide consultation services for clients, analyzing facts and circumstances to provide guidance and alternatives; fulfill on 2-year review, Tax Saver Pro, and other service offerings pertaining to tax planning and consultation; participate in advisory resource functions and respond to client-submitted queries; participate in tax resolution and controversy matters as needed; contribute to review and signing of tax returns as needed.
- Client Communication : Communicate with clients across the country via telephone, email and video calls regarding tax matters; act as an advocate on behalf of clients when communicating with the IRS and other tax authorities.
- Team Support : Provide support and guidance to junior staff; build positive relationships and resolve minor conflicts within the team.
- Process Improvement : Identify opportunities for improving tax preparation and review processes; implement best practices to enhance accuracy and efficiency.
- Administrative Tasks : Ensure all client documentation is accurately recorded and maintained; perform other duties as assigned to support organizational objectives.
Required Qualifications :
Bachelor's degree in AccountingEA, CPA, or attorney with tax specialization required2-3 years of experience in tax preparation or advisory services at a CPA firm2 years of experience preparing individual (1040) federal and state tax returns2 years of experience preparing business (1120, 1120S, 1065, 1041) tax returnsAbility to organize, prioritize, and manage multiple projects under tight deadlinesStrong analytical, organizational, and written and verbal communication skillsExperience with tax preparation and planning software including Forms 1120, 1065, 1120S, and 1040; experience with BNA Tax Planner, Corvee, CCH Axcess or CCH ProSystem fx is a plusPreferred Qualifications :
Additional certifications or coursework related to advanced tax strategies or financial managementPerformance Metrics :
Client Satisfaction : Measured by client feedback and satisfaction surveysEfficiency : Timely completion of tax planning and advisory tasksCommunication : Responsiveness to client communication and effective team collaborationAccuracy : Ensuring accuracy in tax planning, advisory and review processesAbout Anderson
Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 5 years in a row. The firm is an award-winning workplace focused on empowering investors and small business owners with asset protection and tax planning services.
At Anderson Business Advisors, we look for friendly, driven individuals to help us continue our mission and grow within the organization. We offer ongoing training and professional development with internal advancement opportunities.
Anderson Advisors offers robust benefits including :
Hybrid work schedule (remote and in-office)Comprehensive onboarding programMedical, dental, vision, and short-term disability coverage at no cost to you401(k) matching program starting at 4% after 3 monthsPaid time off : 16 days in the first year; 21 days after one year, plus 8 company holidays$35 monthly gym membership subsidyPlease note : A full background check, drug screen, internet, and social media search are required for employment.
Seniority level : Mid-Senior level
Employment type : Full-time
Job function : Accounting / Auditing and Consulting
Industries : Business Consulting and Services and Financial Services
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