Washington 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 and serve as the main point of contact for a portfolio of small business clients
• Conduct regular virtual meetings with clients to offer personalized advice and build professional relationships
• Assist in tax preparation and collaborate with internal departments to deliver comprehensive financial services

Required Qualifications

• Must possess and maintain an active Preparer Tax Identification Number (PTIN)
• Proven experience preparing individual and small business tax returns
• Experience with professional tax preparation software
• Ability to quickly learn new software systems and tools
• Demonstrated success in a remote work environment