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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

li> Tax Planning and Compliance:

Maintain knowledge of tax laws and tax planning strategies, especially strategies discussed in Anderon marketing and forums.

Provide consultation services for clients as requested, 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 and contribute to various advisory resource functions such as the Knowledge Room and respond to client‑submitted queries such as Platinum Questions.

Participate in tax resolution and controversy matters as needed.

Contribute on an as‑needed basis to assist with the review and signing of tax returns.

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 and objectives by providing support and guidance to junior staff.

Build positive relationships with team members and resolve minor conflicts within the team.

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 all other duties as assigned by Company management to support the overall objectives of the organization.

Professional Attributes

Integrity

Consistently demonstrates ethical behavior.

Addresses minor ethical issues independently.

Ensures confidentiality and privacy in more complex situations.

Accountability

Manages own workload and meets deadlines with minimal supervision.

Takes responsibility for the outcomes of projects.

Proactively addresses issues and takes corrective actions.

Customer Focused

Addresses customer needs independently.

Handles more complex customer inquiries and complaints.

Consistently seeks ways to improve customer satisfaction.

Time Management / Organization

Plans and organizes own work efficiently.

Balances multiple tasks and projects effectively.

Uses advanced organizational tools to manage time.

Communication

Communicates effectively in a variety of settings.

Tailors messages to the audience and situation.

Facilitates productive discussions and meetings.

Teamwork

Contributes to team goals and objectives.

Builds positive relationships with team members.

Resolves minor conflicts within the team.

Self‑Motivated

Takes initiative to improve processes and outcomes.

Manages own workload and sets personal goals.

Pursues continuous learning and development.

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

Must be able to effectively 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 survey results

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\nAnderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 5 years in a row! Anderson Business Advisors is an award‑winning workplace – voted Top Places to Work in 2020, 2021, 2022, 2023 and 2024 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.

Kickstart your journey with a robust onboarding program that equips you with in‑depth knowledge about our organization, services, and products.

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, starting at 4% after just 3 months of employment.

Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.

Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment.

Seniority level\nMid‑Senior level

Employment type\nFull‑time

Job function\nAccounting/Auditing and Consulting

Industries\nBusiness Consulting and Services and Financial Services

Referrals increase your chances of interviewing at Anderson Business Advisors by 2x

#J-18808-Ljbffr\n","publishedAt",["D",1768500000000],"rawLocation","Las Vegas, Nevada, us, 89105","shortDescription","\nTalent Acquisition Specialist | Building High-Performing Teams | Strategic Recruiting, Candidate Experience, and Workforce Growth\nJob Purpose:

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Tax Advisor