Tax Advisor

Anderson Business Advisors; Draper (UT); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work schedule

Comprehensive medical, dental, vision coverage

401(k) matching program

Generous paid time off

$35 monthly gym membership subsidy

Job summary

A leading tax advisory firm based in Draper, Utah is seeking a mid-senior level Tax Advisor to provide expert tax advice and services, ensuring accurate completion of tax returns for individuals and businesses. The ideal candidate will possess a degree in Accounting, EA or CPA certification, and at least 2-3 years of relevant experience. This role allows flexibility with a hybrid work schedule and offers comprehensive benefits, including medical coverage and generous vacation time.

Qualifications

• EA, CPA, or attorney with tax specialization required.
• 2-3 years of experience in tax preparation or advisory services.
• Experience preparing individual and business tax returns.

Responsibilities

• Provide expert tax advice and services to clients.
• Communicate with clients regarding tax matters.
• Support junior staff and maintain team morale.

Skills

Tax Planning

Client Communication

Analytical Skills

Organizational Skills

Verbal Communication

Written Communication

Education

Bachelor’s degree in Accounting

Tools

BNA Tax Planner

Corvee

CCH Axcess

CCH ProSystem fx

Job description

Apply for the Tax Advisor role at Anderson Business Advisors.

Base pay range

$90,000.00/yr - $130,000.00/yr

Job Purpose

To provide expert tax advice and services to clients, ensuring accurate and timely completion of individual and business tax returns. This role involves direct client communication, planning and advisory services, review of tax returns, and acting as an advocate for clients with tax authorities.

Key Responsibilities

Tax Planning and Compliance

• Maintain knowledge of tax laws and tax planning strategies, especially strategies discussed in Anderon marketing and forums.
• Provide consultation services for clients as requested, analyzing client's facts and circumstances to provide guidance and alternatives.
• Fulfill on 2-year review, Tax Saver Pro, and other service offerings pertaining to tax planning and consultation.
• Participate in and contribute to various advisory resource functions such as the Knowledge Room and respond to client-submitted queries such as Platinum Questions.
• Participate in tax resolution and controversy matters as needed.
• Contribute on an as-needed basis to assist with the review and signing of tax returns.

Client Communication

• Communicate with clients across the country via telephone, email and video calls regarding tax matters.
• Act as an advocate on behalf of clients when communicating with the IRS and other tax authorities.

Team Support

• Contribute to team goals and objectives by providing support and guidance to junior staff.
• Build positive relationships with team members and resolve minor conflicts within the team.

Process Improvement

• Identify opportunities for improving tax preparation and review processes.
• Implement best practices to enhance accuracy and efficiency.

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.

Integrity

• Consistently demonstrates ethical behavior.
• Addresses minor ethical issues independently.
• Ensures confidentiality and privacy in more complex situations.

Accountability

• Manages own workload and meets deadlines with minimal supervision.
• Takes responsibility for the outcomes of projects.
• Proactively addresses issues and takes corrective actions.

Customer Focused

• Addresses customer needs independently.
• Handles more complex customer inquiries and complaints.
• Consistently seeks ways to improve customer satisfaction.

Time Management / Organization

• Plans and organizes own work efficiently.
• Balances multiple tasks and projects effectively.
• Uses advanced organizational tools to manage time.

Communication

• Communicates effectively in a variety of settings.
• Tailors messages to the audience and situation.
• Facilitates productive discussions and meetings.

Teamwork

• Contributes to team goals and objectives.
• Builds positive relationships with team members.
• Resolves minor conflicts within the team.

Self-Motivated

• Takes initiative to improve processes and outcomes.
• Manages own workload and sets personal goals.
• Pursues continuous learning and development.

Required Qualifications

• Bachelor’s degree in Accounting.
• EA, CPA, or attorney with tax specialization required.
• 2-3 years of experience in tax preparation or advisory services at a CPA firm.
• 2 years of experience preparing individual (1040) federal and state tax returns.
• 2 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 and planning software including Forms 1120, 1065, 1120S, and 1040. Experience with BNA Tax Planner, Corvee, CCH Axcess or CCH ProSystem fx is a plus.

Preferred Qualifications

• 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 planning and advisory tasks.
• Communication: Responsiveness to client communication and effective team collaboration.
• Accuracy: Ensuring accuracy in tax planning, advisory and review processes.

About Anderson

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 5 years in a row! Anderson Business Advisors is an award‑winning workplace – voted Top Places to Work in 2020, 2021, 2022, 2023 and 2024 by the Las Vegas Business Review Journal, and 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.

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.

Benefits

• Hybrid work schedule – flexible remote and in‑office options.
• Robust onboarding program to equip new hires with knowledge of the organization, services, and products.
• Comprehensive medical, dental, vision, and short‑term disability coverage—all provided at no cost.
• 401(k) matching program, starting at 4% after 3 months.
• Generous paid time off: 16 days in the first year, 21 days after one year, plus 8 paid company holidays.
• $35 monthly gym membership subsidy.

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Accounting / Auditing and Consulting

Industries

Business Consulting and Services; Financial Services