Washington Licensed Tax Advisor

Job Summary

A company is looking for a Business Advisor.

Key Responsibilities

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

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