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Anderson Business Advisors · 1 hour ago

Tax Advisor

Draper, UT

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Anderson Business Advisors is a premier asset protection and tax planning firm serving investors and small business owners nationally since 1999. The Tax Advisor role involves providing expert tax advice and services, ensuring accurate and timely completion of tax returns, and advocating for clients with tax authorities.

ConsultingFinanceFinancial ServicesLegalReal Estate

Hiring Manager

Sebastian Samuels, SHRM-TA

Responsibilities

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

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

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

Identify opportunities for improving tax preparation and review processes

Implement best practices to enhance accuracy and efficiency

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

Qualification

EACPAAttorneyTax preparation experienceTax planning softwareBachelor’s degree in AccountingExcel skillsAnalytical skillsOrganizational skillsWritten communicationVerbal communicationTeamwork

Required

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