North Carolina Licensed Tax Advisor

Job Summary

A company is looking for a Tax Advisor (Year Round).

Key Responsibilities

• Provide tax compliance guidance and proactive advice to a portfolio of small business clients
• Conduct virtual meetings to offer personalized guidance and build professional relationships
• Assist in tax preparation and collaborate with internal departments for comprehensive client services

Required Qualifications

• Active Preparer Tax Identification Number (PTIN)
• Experience preparing individual and small business tax returns, including various IRS forms
• Proficiency in professional tax preparation software
• Ability to quickly learn new software systems and tools
• Proven experience working successfully in a remote environment