Washington Licensed Tax Advisor

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