Tax Advisor

Anderson Business Advisors • Las Vegas, NV

5d • Hybrid

About The Position

To provide expert tax advice and services to clients, ensuring accurate and timely completion of individual and business tax returns. This role involves direct client communication, planning and advisory services and review of tax returns, and acting as an advocate for clients with tax authorities.

Requirements

• Bachelor’s degree in Accounting.
• EA, CPA, or attorney with tax specialization required.
• 2-3 years of experience in tax preparation or advisory services at a CPA firm.
• 2 years of experience preparing individual (1040) federal and state tax returns.
• 2 years of experience preparing business (1120, 1120S, 1065, 1041) tax returns.
• Must be able to effectively organize, prioritize, and manage multiple projects under tight deadlines.
• Strong analytical, organizational, and written and verbal communication skills.
• Strong Excel skills including pivot tables.
• Experience with tax preparation and planning software including Forms 1120, 1065, 1120S, and 1040.

Nice To Haves

• Experience with BNA Tax Planner, Corvee, CCH Axcess or CCH ProSystem fx is a plus.
• Additional certifications or coursework related to advanced tax strategies or financial management.

Responsibilities

• Maintain knowledge of tax laws and tax planning strategies, especially strategies discussed in Anderon marketing and forums.
• Provide consultation services for clients as requested, analyzing client's facts and circumstances to provide guidance and alternatives.
• Fulfill on 2-year review, Tax Saver Pro, and other service offerings pertaining to tax planning and consultation.
• Participate in and contribute to various advisory resource functions such as the Knowledge Room and respond to client-submitted queries such as Platinum Questions.
• Participate in tax resolution and controversy matters as needed.
• Contribute on an as-needed basis to assist with the review and signing of tax returns.
• Communicate with clients across the country via telephone, email and video calls regarding tax matters.
• Act as an advocate on behalf of clients when communicating with the IRS and other tax authorities.
• Contribute to team goals and objectives by providing support and guidance to junior staff.
• Build positive relationships with team members and resolve minor conflicts within the team.
• Identify opportunities for improving tax preparation and review processes.
• Implement best practices to enhance accuracy and efficiency.
• Ensure all client documentation is accurately recorded and maintained.
• Perform all other duties as assigned by Company management to support the overall objectives of the organization.

Benefits

• Hybrid work schedule
• Robust onboarding program
• Comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• 401(k) matching program, starting at 4% after just 3 months of employment.
• Generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• $35 monthly gym membership subsidy.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level