Tax Advisor - EA Preferred

Job Summary

To support a growing practice, the full-time salaried Tax Advisor - EA Preferred will manage relationships with tax clients, proactively addressing their needs and identifying upsell opportunities while working remotely.

Key Responsibilities

• Serve as the primary point of contact for an assigned book of tax clients, fostering long-term relationships
• Proactively reach out to clients to review their tax situations and ensure a positive experience
• Translate complex tax topics into clear explanations and identify opportunities for additional services

Required Qualifications

• 2+ years of hands-on tax experience, such as tax preparation or client services at a CPA or tax firm
• 2+ years in a client-facing, relationship-management, or account management role
• Excellent written and verbal communication skills, with the ability to explain tax concepts simply
• Highly organized and self-directed, capable of managing multiple client relationships
• Experience with CRM tools and basic reporting