State Licensed Tax Advisor

A company is looking for a Tax Advisor to serve as the primary point of contact for small business clients, providing tax compliance and advisory services in a remote environment.

Key Responsibilities

Provide proactive tax compliance guidance and advice to a portfolio of small business clients

Conduct virtual meetings to communicate with clients and manage client information using an internal portal

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 utilizing professional tax preparation software

Demonstrated ability to quickly learn new software systems

Proven history of successfully working in a remote environment