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 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
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
History of successful remote work with strong focus and engagement
Tax Advisor • Odessa, Texas, United States