Business Tax Advisor
About the role
As a Business Advisor, you will take a deep dive into our clients’ businesses to monitor their health and growth. You will meet with clients regularly to help plan, prepare, and execute detailed plans using advanced tax strategies. You will track KPIs and provide useful reports and guidance to drive their businesses forward.
As a Tax Manager during tax season, you’ll prepare complex tax returns, review tax returns, and coach less experienced team members. You’ll ensure the high quality of work our clients expect from us. While reviewing returns, you will instinctually look for tax planning opportunities outside of tax season. This position offers autonomy and a great deal of trust. Your work hours are at your discretion, as long as work gets done within the required timeframe promised to our clients.
Responsibilities
- Monitor client business health and growth through regular meetings and advanced tax strategies
- Track KPIs and provide actionable reports and guidance
- Prepare and review complex tax returns during tax season
- Coach less experienced team members
- Identify tax planning opportunities outside of tax season
Requirements
- Unimpeachable character, sincere candor, and competitive greatness
- Detail-oriented, proficient with technology, and a master of time management
- Self-starter, independent worker, and team player
- Outstanding written and verbal communicator
Qualifications
- CPA or EA certification
- 3+ years of related experience
Benefits
- Flexible, virtual work schedules
- 9 paid holidays per year
- 15 days of paid time off each year
- Competitive pay
- Reimbursement for required CPE hours