State Licensed Small Business 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 primary contact for small business clients, providing proactive tax compliance guidance

Conduct virtual meetings to offer personalized advice and manage client relationships

Assist in tax preparation and collaborate with internal teams for comprehensive client support

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