State Licensed Small Business 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 a portfolio of small business clients
• Conduct virtual meetings with clients to offer personalized support and build professional relationships
• Assist in tax preparation and collaborate with internal departments for comprehensive client service

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 and tools
• History of successfully working in a remote environment