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
Tax Advisor • Fort Myers, Florida, United States