Jobs at Anderson Business Advisors

Serves existing clients by communicating entity filing due dates, following up on invoices, collecting payments, and identifying additional sales opportunities. The role requires daily phone and email communication, strong closing skills, customer service, knowledge of company services, and achievement of monthly sales goals while maintaining accurate and timely client support.

Leads the Tax department by setting strategy, managing tax leaders, overseeing client relationships, ensuring compliance and quality, improving processes, managing budgets, and driving financial and operational performance. The role requires an active CPA or EA certification, extensive tax and accounting experience, public accounting experience, strong leadership capabilities, and proficiency with tax and accounting software.

Serves as the first point of contact for client inquiries through phone, email, chat, and video. Resolves issues, coordinates with internal departments, manages support requests, follows up with clients, and avoids providing unauthorized legal or tax advice. The role also develops service knowledge, improves communication processes, and supports administrative tasks while delivering accurate, efficient, client-focused service.

Processes state-required entity renewal documents, verifies client information, updates CRM and state records, forwards regulatory notices, maintains filing records, responds to client inquiries, and supports compliance process improvements. The role requires accurate data entry, strong organization, written communication, cross-department coordination, and proficiency with Microsoft Office, Salesforce or similar CRM, and Google Suite.

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 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.

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.

Prepares and reviews complex individual and business tax returns, communicates with clients and tax authorities, mentors junior staff, leads projects, and improves tax processes. The role requires managing multiple deadlines, maintaining accurate documentation, and delivering compliant, high-quality tax work. It supports returns including Forms 1040, 1120, 1120S, 1065, and 1041, with opportunities to pursue EA or CPA credentials.

Prepare and review individual and business tax returns, including Forms 1040, 1120, 1120S, 1065, and 1041. Communicate with clients and tax authorities, organize documentation, assist with bookkeeping cleanup, support junior staff, and improve tax preparation processes. Ensure accurate, timely, and compliant work while managing multiple deadlines.

Provides bookkeeping services for multiple client accounts, reviewing transaction categorization and coding, maintaining accurate records, resolving 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.

Supports Sales Advisors and clients by scheduling appointments, responding to inquiries, coordinating sales-order transitions, and drafting and processing proposals. Maintains accurate client records in Salesforce and collaborates with Client Success, Tax Accounting, and Bookkeeping teams. Requires strong organization, communication, attention to detail, problem-solving, and the ability to manage changing priorities independently and collaboratively.

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 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.

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.

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.

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.

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.