A company is looking for a Small Business Tax Advisor to serve as the primary point of contact for small business clients.
Key Responsibilities
Provide tax compliance guidance and proactive advice to a portfolio of small business clients
Conduct virtual meetings to offer personalized guidance and manage client relationships
Assist in tax preparation and collaborate with internal departments for comprehensive client services
Required Qualifications
Active Preparer Tax Identification Number (PTIN)
Experience in preparing individual and small business tax returns
Proficiency in professional tax preparation software
Ability to quickly learn new software systems
Experience working effectively in a remote environment
Tax Advisor • Orlando, Florida, United States