Jobs at Anderson Business Advisors

Leads the Bookkeeping and Client Accounting organization, overseeing service delivery, operational excellence, workforce planning, technology optimization, client experience, financial performance, and continuous improvement. Develops department leaders, manages KPIs and budgets, standardizes workflows, supports automation, ensures compliance and data security, and scales hybrid onshore/offshore operations through cross-functional partnerships.

Provides bookkeeping services for multiple clients, reviewing transaction categorization and coding, maintaining accurate records, resolving discrepancies, and preparing financial reports. The role includes client onboarding, monthly consultations, financial inquiry support, account management, and coordination with a global team. Candidates must manage at least 15 client accounts, communicate effectively about financials, and maintain high accuracy and timely service.

Provides legal advice to clients on estate planning, asset protection, and business planning. Drafts and reviews legal documents, answers online legal questions, manages client relationships, collaborates with paralegals, mentors team members, and ensures compliance with applicable laws and ethical standards.

Provides bookkeeping services for multiple clients, reviewing transaction categorization and coding, maintaining accurate records, resolving historical discrepancies, and preparing financial reports. The role also manages client onboarding, monthly check-ins, consultations, financial inquiries, and account relationships while coordinating with a global service team.

Provides paralegal and administrative support to attorneys and professional advisors. Responsibilities include answering client inquiries, conducting consultations and binder reviews, reviewing blueprints and legal documents, researching statutes and legal materials, maintaining client records, preparing consultations, and ensuring compliance with applicable laws. The role requires legal secretary or paralegal experience, strong communication and analytical skills, attention to detail, and CRM experience, with estate planning or corporate law experience preferred.

Provides paralegal and administrative support to attorneys and professional advisors. Responsibilities include answering client questions, conducting consultations and binder reviews, reviewing blueprints and legal documents, researching statutes and decisions, maintaining records, preparing consultations, and ensuring compliance with applicable laws. The role requires strong communication, attention to detail, critical thinking, legal research ability, and experience with CRM systems.

Provides bookkeeping services for multiple clients, reviewing transaction categorization and coding, maintaining accurate records, resolving historical discrepancies, and preparing financial reports. The role also includes client onboarding, monthly consultations, financial inquiry support, account management, and collaboration with a global service team. Success requires strong accounting knowledge, accuracy, organization, client communication, and the ability to manage at least 15 client accounts simultaneously.

Supervise and review a bookkeeping team serving multiple clients. The role ensures accurate and timely financial records, monitors team KPIs, supports employee development, handles escalated client concerns, maintains a small client portfolio, and implements process improvements and standard operating procedures. Responsibilities also include ensuring client satisfaction, reviewing bookkeeping work for compliance, and managing team performance.

Provides legal advice to clients on estate planning, asset protection, and business planning. Responsibilities include consulting with clients, drafting and reviewing legal documents, answering online legal questions, ensuring regulatory and ethical compliance, and supporting client relationships. The attorney also collaborates with and mentors paralegals while contributing to team initiatives and maintaining high standards of client service.

Administer Paycom and maintain accurate employee data, workflows, permissions, reports, and documentation. Troubleshoot HRIS issues, support employees and managers, conduct data audits, and assist with system enhancements. Provide general HR administration, employee records support, engagement initiatives, internal communications, and process improvement while maintaining confidentiality and compliance.

Provides tax planning, compliance, advisory, and tax-resolution services for individual and business clients. Prepares and reviews federal and state tax returns, communicates with clients and tax authorities, supports junior staff, and improves tax processes. Maintains client records, manages multiple deadlines, and applies tax software and Excel to deliver accurate, timely services.

Provides administrative and clerical support to legal and tax professionals by managing calendars, scheduling client consultations, coordinating documents and workloads, communicating with clients, maintaining records, and completing tasks accurately and on time. The role requires strong organization, professionalism, confidentiality, communication, typing, and proficiency with office productivity and scheduling software.

Contact and qualify highly qualified prospects, schedule Strategy Sessions for Advisors, log call details and notes in Salesforce, send confirmations, manage email and voicemails, meet daily dialing and booking targets, and maintain professional, timely client communication.

Contact and qualify highly qualified prospects, schedule Strategy Sessions for Advisors, log call details and notes in Salesforce, send confirmations and manage email follow-up. Meet dialing and booking targets (60 dials, 7-12 consultations/day) while maintaining professional client communication and accurate CRM records.

The Business Advisor guides clients in financial planning and asset protection through consultations, identifying risks, and building tailored solutions with a focus on client relationships and effective communication.

The Attorney will provide legal services focusing on estate planning, asset protection, and business planning, including client consultations, document drafting, and team collaboration, while ensuring compliance with laws and ethical standards.

Contact and qualify highly qualified prospects, log call details in Salesforce, schedule Strategy Sessions for Advisors, manage email/voicemail follow-up, and meet daily dialing and booking targets.

The Bookkeeping Advisor provides bookkeeping services to clients, ensures accurate financial records, manages client relationships, and generates financial reports.

Lead and develop a sales team to meet revenue targets across online, phone, live, and in-person channels. Manage pipeline and Salesforce reporting, coach and train sales staff, coordinate leads with internal teams, ensure client satisfaction, and implement process improvements to drive performance.

Provide administrative support to the Events Team: audit post-event sales, confirm guest attendance, register clients, answer event inquiries, prepare materials, coordinate logistics, and provide on-site support for in-person events.