A company is looking for a Business Tax Advisor to serve as the primary point of contact for small business clients, providing tax compliance guidance and support.
Key Responsibilities
Provide proactive tax compliance guidance to a portfolio of small business clients
Conduct virtual meetings to offer personalized advice and build client relationships
Assist in tax preparation and collaborate with internal departments for comprehensive client service
Required Qualifications
Must possess and maintain an active Preparer Tax Identification Number (PTIN)
Proven experience in 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 • Fremont, California, United States