Jobs at Anderson Business Advisors

Manage full inside-sales process: generate and qualify leads, conduct sales consultations, present tailored proposals, close and renew deals, upsell, maintain CRM records, and support client onboarding.

Manage a portfolio of client accounts as the primary contact, ensure timely service delivery, resolve issues, collaborate with internal teams on renewals and upsells, and drive client satisfaction and retention.

Serve as primary client contact for tax services: onboard clients, schedule welcome calls, respond to inquiries within one business day, coordinate across internal departments, document signed documents, process client agreements and payments, and ensure tasks meet deadlines while maintaining high accuracy and strong client relationships.

Support attorneys by handling client inquiries, conducting consultations and binder reviews, reviewing documents and blueprints, performing legal research and analysis, preparing and reviewing legal documents, maintaining records, and ensuring regulatory compliance while supporting the Professional Advisory Team.

Lead and stabilize the US technology ecosystem, ensuring platform reliability, security, vendor governance, and operational excellence. Partner with executives and global teams to align technology strategy, enable data and AI initiatives, improve reporting and automation, and drive delivery of customer-facing and internal platforms.

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.

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 Talent Success Manager oversees HR functions, manages a team, enhances employee experience, ensures compliance, and supports talent development.

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.

The Senior Manager for Learning & Development leads the internal training function, overseeing curriculum, instructional design, team management, and ensures alignment with organizational goals.

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.

Prepare and submit IRS entity selection and related tax forms (e.g., Forms 8832, 2553, 8822-B), manage client communications for signatures, verify completed forms, file extensions, collaborate with internal teams, document receipts, and improve form preparation processes to ensure accuracy and timely IRS submission.

Provide bookkeeping services to multiple clients, ensuring accurate financial records, reviewing transactions, and maintaining strong client relationships through effective communication and support.

Serve as the primary client contact for tax services: perform onboarding/welcome calls, schedule appointments, respond to inquiries within one business day, coordinate with internal departments, document signed client documents, process agreements and payments, and maintain accuracy and timely completion of tasks to ensure client satisfaction.

Serve as primary client contact to answer questions, coordinate client needs, and route requests to appropriate teams. Communicate via phone, email, and chat; develop deep knowledge of asset protection, entity formation, estate planning, and capital development; support process improvements and administrative tasks to improve client satisfaction and efficiency.

Manage a portfolio of client accounts as a proactive, client-facing coordinator: onboard clients, resolve escalations, track milestones, identify upsell/renewal opportunities, prepare performance summaries, and collaborate cross-functionally to deliver tailored solutions. Mentor junior team members, improve client workflows, maintain CRM data, and support knowledge development in asset protection, entity formation, and estate planning.

Serve as primary client contact, respond to inquiries via phone/email/chat, coordinate client needs with internal teams, build domain knowledge (asset protection, entity formation, estate planning), improve communication processes, and provide administrative support to ensure high client satisfaction.