Uplinq · 1 day ago

Junior Tax Solutions Advisor

Tempe, AZ

Full-time

Remote

Entry Level

$75K/yr - $80K/yr

5+ years exp

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Responsibilities

Analyzes financials for errors and helps to rectify them to increase the Bookkeeping throughput. As a part of this process, will train and mentor bookkeeping staff members on changes needed to create better tax financials and the reasoning behind the adjustments.

Effectively works to train Onboarding staff on tax needs and help to improve the Bookkeeping Onboarding to Tax Onboarding experience.

Provides implementation support: Prioritize the review of tax returns in onboarding for proper COA set up and adjust books to create appropriate financials for tax. Apply appropriate Upsell strategy in onboarding as added value to the client. Assist in preparation and review of tax returns

Monitors compliance and updates: Keep abreast of changing tax laws and regulations, advising clients of necessary adjustments to maintain compliance and optimize tax benefits.

Able to build and maintain strong relationships with clients, providing ongoing support and advice on tax-related matters.

Takes initiative to monitor and analyze the effectiveness of implemented tax strategies, providing clients with insights and recommendations for further optimization.

Possesses expertise in Tax Strategy Development and works closely with clients to understand their business models and financial goals, developing customized tax strategies that align with their needs.

Qualification

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EA certificationCPA certificationTax strategy developmentAccounting knowledgeFinancial analysisTax complianceBookkeeping experienceClient relationship managementChart of accounts setupPublic accounting experienceUpsell strategyMonitoring tax lawsMentoring