Oregon Licensed Tax Advisor

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