Job Purpose:
To manage and execute complex tax preparation and review tasks, ensuring accurate and timely completion of individual and business tax returns. This role involves direct client communication, advocacy on behalf of clients with tax authorities, and mentoring junior staff.
Key Responsibilities:
Tax Preparation and Review:
- Communicate with clients to gather tax organizers and any missing information needed to complete tax preparation.
- Assist clients in cleaning up bookkeeping records to complete business tax returns.
- Prepare individual income tax returns (1040) and business income tax returns (1120, 1120S, 1065, 1041).
- Review individual and business income tax returns to ensure accuracy and compliance.
Client Communication:
- Communicate with clients across the country via telephone regarding tax matters.
- Act as an advocate on behalf of clients when communicating with the IRS and other tax authorities.
Team Support:
- Mentor and support junior staff, enhancing their performance and development.
- Lead team projects and foster a collaborative environment.
Process Improvement:
- Identify opportunities for improving tax preparation and review processes.
- Implement best practices and innovative solutions to enhance efficiency and quality.
Administrative Tasks:
- Ensure all client documentation is accurately recorded and maintained.
- Perform all other duties as assigned by Company management to support the overall objectives of the organization.
Required Qualifications:
- Bachelor’s degree in Accounting.
- Minimum 3 years of experience preparing taxes at a CPA firm.
- Minimum 3 years of experience preparing individual (1040) federal and state tax returns.
- Minimum 3 years of experience preparing business (1120, 1120S, 1065, 1041) tax returns.
- Must be able to effectively organize, prioritize, and manage multiple projects under tight deadlines.
- Strong analytical, organizational, and written and verbal communication skills.
- Strong Excel skills including pivot tables.
- Experience with tax preparation software including Forms 1120, 1065, 1120S, and 1040.
- Experience with CCH Axcess or CCH ProSystem fx is a plus.
- Must be willing to work extra hours as needed to meet tax deadlines.
Preferred Qualifications:
- EA or CPA preferred; must be willing to work towards obtaining EA or CPA status.
- Additional certifications or coursework related to advanced tax strategies or financial management.
Performance Metrics:
- Client Satisfaction: Measured by client feedback and satisfaction survey results.
- Efficiency: Timely completion of tax preparation and review tasks.
- Communication: Responsiveness to client communication and effective team collaboration.
- Accuracy: Ensuring accuracy in tax preparation and review processes.
Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work 6 years in a row by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.
Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.
At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.
We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.
Anderson Advisors offers robust benefits including:
- Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
- Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
- Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
- Plan for the future with a 401(k) matching program
- Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
- Stay active with a $35 monthly gym membership subsidy.
Please note that a full background check and drug screen are required for employment.
Skills Required
- Bachelor's degree in Accounting
- Minimum 3 years preparing taxes at a CPA firm
- Minimum 3 years preparing individual (1040) federal and state tax returns
- Minimum 3 years preparing business (1120, 1120S, 1065, 1041) tax returns
- Ability to organize, prioritize, and manage multiple projects under tight deadlines
- Strong analytical, organizational, written and verbal communication skills
- Strong Excel skills including pivot tables
- Experience with tax preparation software (1040, 1120, 1120S, 1065, 1041)
- Willingness to work extra hours as needed to meet tax deadlines
- Full background check and drug screen required for employment
- Experience with CCH Axcess or CCH ProSystem fx
- EA or CPA preferred; willingness to work towards EA or CPA status
- Additional certifications or coursework related to advanced tax strategies or financial management
What We Do
Anderson Business Advisors is a planning and consulting firm focused on providing high-quality services in asset protection, estate planning, and tax planning for real estate investors, stock traders, and small business owners.
