State Licensed Tax Advisor
Job Summary
Serving as the primary point of contact for a portfolio of over 500 small business clients, the full-time State Licensed Tax Advisor will provide proactive tax compliance guidance, conduct virtual meetings, and collaborate with internal teams to ensure comprehensive financial services in a remote environment.
Key responsibilities
- Provide tax compliance guidance and proactive advice to small business clients
- Conduct regular virtual meetings to build strong professional relationships with clients
- Assist in the preparation and review of tax returns while collaborating with bookkeeping and payroll departments
Required qualifications
- Must possess and maintain an active Preparer Tax Identification Number (PTIN)
- Proven experience preparing individual and small business tax returns, including Schedule C's, 1120s, 1120S's, and 1065's
- Experience utilizing professional tax preparation software
- Demonstrated ability to quickly learn and master new software systems
- Proven history of successfully working in a remote environment
Complete Job Description
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