State Licensed Tax Advisor

Job Summary

A company is looking for a Tax Advisor to serve as the primary point of contact for small business clients, providing tax compliance and advisory services in a remote environment.

Key Responsibilities

• Provide proactive tax compliance guidance and advice to a portfolio of small business clients
• Conduct virtual meetings to communicate with clients and manage client information using an internal portal
• Assist in tax preparation and collaborate with internal departments to deliver comprehensive financial services

Required Qualifications

• Must possess and maintain an active Preparer Tax Identification Number (PTIN)
• Proven experience preparing individual and small business tax returns
• Experience utilizing professional tax preparation software
• Demonstrated ability to quickly learn new software systems
• Proven history of successfully working in a remote environment