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Tax Advisor (EA or CPA)
Tax Advisor (EA or CPA)VirtualVocations • Appleton, Wisconsin, United States
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Tax Advisor (EA or CPA)

Tax Advisor (EA or CPA)

VirtualVocations • Appleton, Wisconsin, United States
11 days ago
Job type
  • Full-time
Job description

A company is looking for a Tax Advisor (EA or CPA Required).

Key Responsibilities

Foster client engagement by building lasting connections and providing expert guidance

Apply accounting expertise to craft financial strategies that optimize client success and minimize tax liabilities

Communicate proactively with clients to deliver a personalized experience and collaborate with other financial specialists

Required Qualifications

A minimum of three years of experience in accounting and / or tax preparation for small businesses

EA or CPA accounting credential is required

Experience with accounting and tax preparation software

Proven ability to complete small business accounting and tax preparation tasks

Knowledge of S corp, C corp, and partnership returns

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Tax Cpa • Appleton, Wisconsin, United States

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