State Licensed Tax Advisor

Job Summary

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

Key Responsibilities

• Provide proactive tax compliance guidance and serve as the main contact for small business clients
• Conduct regular virtual meetings to offer personalized advice and build client 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 in preparing individual and small business tax returns
• Experience with professional tax preparation software
• Ability to quickly learn new software systems and tools
• Proven history of working effectively in a remote environment