Tax Advisor (EA, CPA Preferred)

A company is looking for a Tax Advisor (EA, CPA Preferred).

Key Responsibilities

Build lasting connections with small business owners, providing empathetic and expert guidance

Apply accounting expertise to ensure accuracy, compliance, and alignment with client goals while crafting financial strategies

Proactively communicate with clients, delivering personalized experiences through digital and one-on-one interactions

Required Qualifications

A minimum of three years in Accounting and / or Tax Preparation services for small businesses

EA, CPA, or other Accounting credentials strongly preferred

Experience using accounting and / or tax preparation software to service multiple clients

Proven ability to complete small business accounting and tax preparation tasks, including IRS forms and account reconciliations

Experience with S corp, C corp, and partnership returns