Oregon Licensed Tax Advisor

Job Summary

A company is looking for a Small Business Tax Advisor to serve as the primary point of contact for small business clients.

Key Responsibilities

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

Required Qualifications

• Must possess and maintain an active Preparer Tax Identification Number (PTIN)
• Proven experience preparing individual and small business tax returns
• Experience with professional tax preparation software
• Ability to quickly learn new software systems
• History of successful remote work with strong focus and engagement