Tax Advisor (EA, CPA)

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

Key Responsibilities

Build lasting connections with small business owners, providing expert guidance throughout their financial journey

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

Proactively communicate with clients, delivering a personalized experience in each interaction

Required Qualifications

A minimum of three years of experience in Accounting and / or Tax Preparation services for small businesses

EA or CPA certification required

Experience using accounting and / or tax preparation software to service multiple clients

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

Experience with S corp, C corp, and partnership returns