Tax Advisor

• To provide expert tax advice and services to clients, ensuring accurate and timely completion of individual and business tax returns.
• Maintain knowledge of tax laws and tax planning strategies, especially strategies discussed in Anderon marketing and forums.
• Provide consultation services for clients as requested, analyzing client's 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 and contribute to various advisory resource functions such as the Knowledge Room and respond to client-submitted queries such as Platinum Questions.
• Participate in tax resolution and controversy matters as needed.
• 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.
• Contribute to team goals and objectives by providing support and guidance to junior staff.
• Identify opportunities for improving tax preparation and review processes.

• Bachelor’s degree in Accounting.
• EA, CPA, or attorney with tax specialization required.
• 2-3 years of experience in tax preparation or advisory services at a CPA firm.
• 2 years of experience preparing individual (1040) federal and state tax returns.
• 2 years of experience preparing business (1120, 1120S, 1065, 1041) tax returns.
• Must be able to effectively organize, prioritize, and manage multiple projects under tight deadlines.
• Strong analytical, organizational, and written and verbal communication skills.
• Strong Excel skills including pivot tables.
• Experience with tax preparation and planning software including Forms 1120, 1065, 1120S, and 1040.
• Experience with BNA Tax Planner, Corvee, CCH Axcess or CCH Pro System fx is a plus.

Expertise in tax preparation and advisory services, with a strong focus on individual and business tax returns. Proficient in tax planning strategies and effective communication with clients and tax authorities.

• EA, CPA, Or Attorney With Tax Specialization
• 2-3 Years Of Experience In Tax Preparation Or Advisory Services
• 2 Years Of Experience Preparing Individual And Business Tax Returns
• Strong Excel Skills Including Pivot Tables
• Experience With Tax Preparation And Planning Software

• Tax Preparation
• Tax Advisory Services
• Individual Tax Returns (1040)
• Business Tax Returns (1120, 1120S, 1065, 1041)
• Tax Planning Strategies
• Analytical Skills
• Organizational Skills

• Written Communication Skills
• Verbal Communication Skills
• Project Management

• Bachelor’s Degree In Accounting
• EA
• CPA

• Tax Laws
• Tax Resolution
• Tax Controversy
• Client Consultation
• IRS Communication

• BNA Tax Planner
• Corvee
• CCH Axcess
• CCH Pro System fx