Tax Engagement Lead

Job Purpose

The Tax Engagement Lead is the primary owner of the client tax compliance cycle and serves as the key liaison between clients and the preparation team.

Key Responsibilities

• Serve as the primary point of contact for clients throughout the tax engagement process.
• Serve as the key liaison between clients and the preparation team.
• Lead client kickoff meetings and draft review meetings to explain return outcomes, tax positions, and filing expectations.
• Respond to questions regarding tax filings and related matters.
• Manage client correspondence and respond to questions regarding tax filings and related matters.
• Oversee the collection of client source documents and ensure complete and accurate information is communicated to the production team.
• Build and maintain strong client relationships through proactive communication and high-touch service.
• Perform detailed technical reviews of federal and state tax returns.
• Identify inconsistencies, risks, or potential red flags and resolve issues prior to client delivery.
• Serve as the Signing Preparer and maintain professional accountability for return accuracy and compliance.
• Maintain knowledge of current tax regulations and filing requirements.
• Manage workflow coordination between onshore teams and the India-based Shared Service Center.
• Communicate expectations regarding complexity, timelines, and priorities to production teams.
• Monitor return progress to ensure all internal and statutory deadlines are met.
• Prepare final filing packages for clients including summaries of results, tax due or refund information, and e-file authorization instructions.
• Support process improvements that enhance efficiency, quality, and client satisfaction.
• Collaborate with internal tax, accounting, and operations teams to ensure smooth client delivery.
• Provide guidance and support to team members regarding technical or workflow-related questions.
• Assist leadership in identifying workflow bottlenecks, operational risks, and quality improvement opportunities.
• Contribute to maintaining high service standards and operational consistency across the tax department.

Required Qualifications

• 2+ years of experience in US tax compliance and tax return review.
• Strong technical knowledge of federal and state tax regulations.
• Ability to perform detailed technical reviews and defend tax positions when necessary.
• Strong communication and client relationship management skills with the ability to explain complex tax concepts clearly.
• Experience managing multiple priorities and deadlines in a fast-paced environment.

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field.
• Active CPA or Enrolled Agent (EA) license strongly preferred.
• Must be in progress to be obtained within 12 months of hire.
• Experience working with offshore or Shared Service Center (SSC) tax production teams.
• Experience in a public accounting, professional services, or client advisory environment.
• Familiarity with tax workflow management systems and tax preparation software.
• Experience reviewing complex individual and business tax returns.
• Prior experience leading client-facing tax engagements or mentoring junior staff.

About Anderson

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row! Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work for 6 consecutive years 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. Serving investors and small business owners nationally since 1999, 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. 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:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program.
• Stay active with a $35 monthly gym membership subsidy.