Tax Advisor

Job Purpose:

To provide expert tax advice and services to clients, ensuring accurate and timely completion of individual and business tax returns. This role involves direct client communication, planning and advisory services and review of tax returns, and acting as an advocate for clients with tax authorities.


Key Responsibilities:

Tax Planning and Compliance:

• Maintain knowledge of tax laws and tax planning strategies, especially strategies discussed in Anderon marketing and forums.
• Provide consultation services for clients as requested, analyzing client's facts and circumstances to provide guidance and alternatives.
• Fulfill on 2-year review, Tax Saver Pro, and other service offerings pertaining to tax planning and consultation.
• Participate in and contribute to various advisory resource functions such as the Knowledge Room and respond to client-submitted queries such as Platinum Questions.
• Participate in tax resolution and controversy matters as needed.
• Contribute on an as-needed basis to assist with the review and signing of tax returns.

Client Communication:

• Communicate with clients across the country via telephone, email and video calls regarding tax matters.
• Act as an advocate on behalf of clients when communicating with the IRS and other tax authorities.

Team Support:

• Contribute to team goals and objectives by providing support and guidance to junior staff.
• Build positive relationships with team members and resolve minor conflicts within the team.

Process Improvement:

• Identify opportunities for improving tax preparation and review processes.
• Implement best practices to enhance accuracy and efficiency.

Administrative Tasks:

• Ensure all client documentation is accurately recorded and maintained.
• Perform all other duties as assigned by Company management to support the overall objectives of the organization.

 

Competencies:

Integrity

• Consistently demonstrates ethical behavior.
• Addresses minor ethical issues independently.
• Ensures confidentiality and privacy in more complex situations.

Accountability

• Manages own workload and meets deadlines with minimal supervision.
• Takes responsibility for the outcomes of projects.
• Proactively addresses issues and takes corrective actions.

Customer Focused

• Addresses customer needs independently.
• Handles more complex customer inquiries and complaints.
• Consistently seeks ways to improve customer satisfaction.

Time Management / Organization

• Plans and organizes own work efficiently.
• Balances multiple tasks and projects effectively.
• Uses advanced organizational tools to manage time.

Communication

• Communicates effectively in a variety of settings.
• Tailors messages to the audience and situation.
• Facilitates productive discussions and meetings.

Teamwork

• Contributes to team goals and objectives.
• Builds positive relationships with team members.
• Resolves minor conflicts within the team.

Self-Motivated

• Takes initiative to improve processes and outcomes.
• Manages own workload and sets personal goals.
• Pursues continuous learning and development.

 

Required Qualifications:

• Bachelor’s degree in Accounting.|
• EA, CPA, or attorney with tax specialization required.
• 2-3 years of experience in tax preparation or advisory services at a CPA firm.
• 2 years of experience preparing individual (1040) federal and state tax returns.
• 2 years of experience preparing business (1120, 1120S, 1065, 1041) tax returns.
• Must be able to effectively organize, prioritize, and manage multiple projects under tight deadlines.
• Strong analytical, organizational, and written and verbal communication skills.
• Strong Excel skills including pivot tables.
• Experience with tax preparation and planning  software including Forms 1120, 1065, 1120S, and 1040. Experience with BNA Tax Planner, Corvee, CCH Axcess or CCH ProSystem fx is a plus.

 

Preferred Qualifications:

• Additional certifications or coursework related to advanced tax strategies or financial management.

 

Performance Metrics:

• Client Satisfaction: Measured by client feedback and satisfaction survey results.
• Efficiency: Timely completion of tax planning and advisory tasks.
• Communication: Responsiveness to client communication and effective team collaboration.
• Accuracy: Ensuring accuracy in tax planning, advisory and review processes.