Note: The job is a remote job and is open to candidates in USA. Anderson Business Advisors is a tax planning and asset protection firm serving investors and small business owners. The Tax Consultant provides tax advice, planning, compliance, return preparation and review, client communication, and advocacy with tax authorities while supporting junior staff and improving tax processes.
Responsibilities
- 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
- Contribute on an as-needed basis to assist with the review and signing of tax returns
- 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
- Build positive relationships with team members and resolve minor conflicts within the team
- Identify opportunities for improving tax preparation and review processes
- Implement best practices to enhance accuracy and efficiency
- Ensure all client documentation is accurately recorded and maintained
- Perform all other duties as assigned by Company management to support the overall objectives of the organization
Skills
- • Bachelor's degree in Accounting
- • EA, CPA, or attorney with tax specialization
- • 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 ProSystem fx is a plus
- • Additional certifications or coursework related to advanced tax strategies or financial management
Benefits
- Ongoing training and professional development
- Internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally
- A hybrid work schedule, balancing remote and in-office work
- A robust onboarding program that equips you with in-depth knowledge about the organization, services, and products
- Comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you
- A 401(k) matching program
- Generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays
- A $35 monthly gym membership subsidy
Company Overview