Tax Advisor

Key Responsibilities

• Maintains and builds strong customer relationships, gaining a thorough understanding of their business and business goals.
• Serves as a trusted partner for customers, advising on sound accounting, financial management, and tax best practices.
• Gathers complete and accurate financial data to prepare tax returns, financial reports, records and payroll services.
• Understands federal and state tax regulations, staying up to date on changes.
• Grows portfolio in assigned territory to achieve billable hour and revenue goals.
• Collaborates with Credit teammates to develop new business, as well as expanding the relationships of existing customers.
• Actively participates in educational programs for customers and prospects.
• Participates in both departmental and regional team meetings, providing insight on any pertinent updates or information that helps the team better service customers.

Requirements

• Must obtain and maintain Preparer Tax Identification Number (PTIN).

Qualifications

• Education and/or experience equivalent to a Bachelor's Degree in Accounting, Business Administration, or related field.
• Certified Public Accountant (CPA) or Enrolled Agent (EA) certifications preferred.
• Generally, two or more years of experience in tax preparation, with an understanding of farm and business taxes preferred.
• Basic working knowledge of farm operations and accounting principles is a plus.
• Experience with QuickBooks and/or CenterPoint accounting software is preferred.

Preferences

• Proficient interpersonal and communication skills.
• Excellent organizational skills with the ability to manage multiple priorities effectively and efficiently, with a high degree of accuracy to meet tight deadlines.
• Ability to travel within assigned territory as required, including meeting with customers, prospects, and other team members.
• Adaptable and flexible to a changing work environment.

What can we offer you?

• Competitive compensation and benefits packages for full-time employees including:
• Medical insurance with dental and vision care options
• 401(k) with significant employer matching
• Paid time off, paid holidays, and volunteer time to support work/life balance
• Tuition reimbursement and training opportunities
• Student loan reimbursement
• Leadership and career development opportunities
• Paid maternity and bonding leave
• Paid short-term disability
• A fun and inclusive work environment