Anderson Business Advisors
Overview
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, 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; provide consultation services for clients, analyzing client 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 advisory resource functions and respond to client-submitted queries; participate in tax resolution and controversy matters as needed; contribute to review and signing of tax returns as needed. 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 by providing support and guidance to junior staff; build positive relationships with team members and resolve minor conflicts. 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 other duties as assigned to support organizational objectives. 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 Ability to organize, prioritize, and manage multiple projects under tight deadlines Strong analytical, organizational, and written and verbal communication skills 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 surveys 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 About Anderson
Anderson Business Advisors provides a pay range and notes that pay is based on skills and experience. The base pay range is $90,000.00/yr - $130,000.00/yr. The firm values a strong culture and offers benefits and opportunities for growth. Anderson Business Advisors has been recognized as a Top Places to Work by the Las Vegas Business Review Journal for multiple years and focuses on asset protection, tax planning, and serving investors and small business owners nationally since 1999. Benefits
Hybrid work schedule Comprehensive onboarding program Medical, dental, vision, and short-term disability coverage at no cost 401(k) matching program (starting at 4% after 3 months) Paid time off: 16 days in year one, 21 days after one year, plus 8 paid holidays $35 monthly gym membership subsidy Note: A full background check, drug screen, internet, and social media search are required for employment. Seniorities & Employment
Seniority level: Mid-Senior level Employment type: Full-time Job function: Accounting/Auditing and Consulting Industries: Business Consulting and Services; Financial Services
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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, 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; provide consultation services for clients, analyzing client 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 advisory resource functions and respond to client-submitted queries; participate in tax resolution and controversy matters as needed; contribute to review and signing of tax returns as needed. 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 by providing support and guidance to junior staff; build positive relationships with team members and resolve minor conflicts. 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 other duties as assigned to support organizational objectives. 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 Ability to organize, prioritize, and manage multiple projects under tight deadlines Strong analytical, organizational, and written and verbal communication skills 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 surveys 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 About Anderson
Anderson Business Advisors provides a pay range and notes that pay is based on skills and experience. The base pay range is $90,000.00/yr - $130,000.00/yr. The firm values a strong culture and offers benefits and opportunities for growth. Anderson Business Advisors has been recognized as a Top Places to Work by the Las Vegas Business Review Journal for multiple years and focuses on asset protection, tax planning, and serving investors and small business owners nationally since 1999. Benefits
Hybrid work schedule Comprehensive onboarding program Medical, dental, vision, and short-term disability coverage at no cost 401(k) matching program (starting at 4% after 3 months) Paid time off: 16 days in year one, 21 days after one year, plus 8 paid holidays $35 monthly gym membership subsidy Note: A full background check, drug screen, internet, and social media search are required for employment. Seniorities & Employment
Seniority level: Mid-Senior level Employment type: Full-time Job function: Accounting/Auditing and Consulting Industries: Business Consulting and Services; Financial Services
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