State Licensed Tax Advisor

Job Summary

A company is looking for a Small Business Tax Advisor to provide tax compliance and advisory services to small business clients.

Key Responsibilities

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

Required Qualifications

• Active Preparer Tax Identification Number (PTIN)
• Experience preparing individual and small business tax returns
• Proficiency in professional tax preparation software
• Ability to quickly learn new software systems and tools
• Experience working effectively in a remote environment