Senior Tax Associate

Anderson Business Advisors; United States; Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Hybrid work

Onboarding program

No-cost health coverage

401(k) match

Paid time off

Gym subsidy

Job summary

Anderson Business Advisors seeks a seasoned Tax Accountant to manage complex tax preparation and review for individuals and businesses. You will communicate with clients nationwide, advocate with tax authorities, and mentor junior staff.

Role offers a hybrid work setup, comprehensive benefits, and a structured onboarding program to accelerate your integration. CPA/EA path encouraged, with generous PTO and a 401(k) plan.

Qualifications

• Bachelor’s degree in Accounting required.
• Minimum 3 years of tax experience at a CPA firm.
• Experience preparing 1040s and business returns (1120/1120S/1065/1041).
• Ability to manage multiple projects under deadlines.
• Experience with tax software including Forms 1120/1065/1120S/1040.
• Willingness to work extra hours during tax deadlines.

Responsibilities

• Prepare individual tax returns (1040) and business returns (1120/1120S/1065/1041).
• Communicate with clients to obtain missing tax information.
• Review tax returns for accuracy and compliance.
• Mentor junior staff and lead project teams.
• Advise clients during audits and liaise with tax authorities.

Skills

Tax preparation

CPA/EA status

Client communication

Time management

Tax software

Education

Bachelor’s degree in Accounting

Tools

CCH Axcess

CCH ProSystem fx

IRS e-file

Job description

Anderson Global is a leading global provider of corporate and professional services, supporting entrepreneurs, SMEs, and investors across key markets including the UAE (Dubai), India, Singapore, France, Germany, Switzerland, the USA, and the Cayman Islands. With a team of over 1000 professionals and a strong acquisition-led growth strategy, the group delivers integrated services across bookkeeping, accounting, tax, legal, compliance, and corporate advisory, tailored to meet the evolving needs of businesses operating internationally.

Association with Anderson Business Advisors:

Anderson Business Advisors operates as part of Anderson Global, supporting small business owners, entrepreneurs, and real estate investors through integrated tax, bookkeeping, business advisory, estate planning, and asset protection services. The organization delivers coordinated professional services designed to help clients protect their assets, maintain compliance, and make informed financial and business decisions.

Operating within applicable U.S. legal, tax, and regulatory frameworks, Anderson Business Advisors works closely with clients, internal specialists, and global stakeholders to provide consistent, high-quality service while aligning with Anderson Global’s broader operational and governance standards.

Want to be part of a fast-growing, international team that’s shaping the future of asset protection, business advisory and tax? Join us!

Role Overview

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.
• 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.

What We Offer

• 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.