Teams at Anderson Business Advisors

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.

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.