CPA Tax Advisor

A company is looking for a Tax Advisor to guide small business owners in financial management and tax preparation.

Key Responsibilities

Foster client engagement by building lasting connections and providing expert guidance

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

Communicate proactively with clients to deliver personalized experiences and ensure seamless financial management

Required Qualifications

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

EA or CPA certification required

Experience with accounting and tax preparation software

Proven ability to complete small business accounting tasks, including IRS forms and account reconciliations

Knowledge of S corp, C corp, and partnership returns