What are the responsibilities and job description for the Tax Advisor position at Anderson Business Advisors?
Job Details
Description
What to Expect:
- Tax Advisors will provide expert tax advice and guidance to clients, identify tax planning opportunities, and help clients minimize their tax liabilities while ensuring compliance with tax laws and regulations.
- Maintain a strong understanding of the changing tax laws and regulations
- Tax Advisors will typically have 3-4 consultations per day via phone call or video meeting
Job Requirements:
- Minimum CPA (Certified Public Accountant), JD (Juris Doctor), LLM (Master of Laws), or EA (Enrolled Agent)
- BS/BA in Accounting and/or Finance
- Minimum 4 years of experience in advising clients on tax strategies and structuring
- Have an excellent command of the Internal Revenue Code
- Advanced knowledge of Microsoft Excel
- Experience with the utilization of tax preparation and tax planning software
- Ability to work in a fast-paced environment with minimal supervision
- Excellent time management and problem-solving skills
- Excellent critical thinking skills are a must
- Excellent verbal and written communications skills
- Able to explain tax and business matters with clients
- A high degree of accuracy and attention to detail
- Innovative and can think outside of the box
Job Duties:
- Communication with clients across the country via telephone and email
- Review of tax work from other firms
- Business structure review
- Tax consulting including tax strategy, specific tax questions, liquidation, and planning
- Respond to electronically submitted tax and business questions
- Assisting staff internally with client tax questions
- Tax research
Starting salary for this potion is $85,000-$120,000 per year
About Anderson
Serving investors and small business owners nationally since 1997, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.
Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022 and 2023 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.
At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.
We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.
Anderson Advisors offers robust benefits including:
- Hybrid work schedule working remotely and in-office
- Robust onboarding program to ensure new employees are knowledgeable about all aspects of the organization, its services, and products
- Medical, Dental, Vision, and Short-term disability are all provided at no cost to each employee. Employee-paid health insurance starts at the beginning of next month after hire.
- 401(k) plan that is matched at 4% after 3 months of employment
- 16 days of PTO in the 1st year, 21 days of PTO after 1 year of employment
- In addition to PTO, Anderson offers 7 paid company holidays per year
- Family Leave (FMLA)
- $35 monthly gym membership
A full background check, drug screen, internet, and social media search are required for employment.
Anderson is an EEO employer as defined by the EEOC.
Salary : $85,000 - $120,000