Teams at Anderson Business Advisors

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.