Oregon 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

Serve as the main point of contact for small business clients, providing proactive tax compliance guidance

Conduct virtual meetings to offer personalized advice and maintain strong client relationships

Assist in tax preparation and collaborate with internal teams 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

History of successfully working in a remote environment