Private Tax Solutions · 4 days ago
Tax Senior - Client Advisor
United States
Full-time
Remote
Mid, Senior Level
3+ years expPrivate Tax Solutions is a proactive tax and accounting partner dedicated to supporting individuals, investors, and entrepreneurs nationwide. As a Tax Senior - Client Advisor, you will be responsible for fulfilling personal and business tax services, consulting with clients on tax planning and compliance, and developing the tax servicing department.
AccountingCreditDebit CardsProfessional Services
Responsibilities
Perform detailed technical reviews and preparation of small business federal and state tax returns and review all related work papers
Consult with clients on tax planning and compliance
Deliver excellent planning, consulting, and advising services
Recommend tax strategies by researching federal, state, and local taxation issues
Identify legal tax savings and recommend ways to improve profitability
Accurately prepare quarterly and annual tax reports
Assist with various tax consulting projects including federal tax planning, restructuring, controversy, and income tax accounting
Maintain a working knowledge of new tax laws and industry trends
Coach and develop Private Tax Solutions tax staff
Qualification
Required
An innate desire to serve people, especially business owners
An obsession with meeting deadlines and keeping commitments
Strong verbal & written communication skills
A problem-solver who works independently with minimal oversight
CPA license, preferred
3-5 years of public accounting experience (2+ tax accounting experience)
Bachelor's or Master's degree in Accounting, or related field
Experience with tax accounting software a plus
CCH Axcess, TaxDome, QBO
Preferred
CPA license
Company
Private Tax Solutions
Expert tax planning and accounting tailored for individuals, businesses, and investors.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Donald Hayden
Managing Partner
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