Tax Advisor

Jobtailor; Orlando (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Orlando, FL is seeking an experienced Tax Advisor to provide expert tax planning and client services for individuals and businesses. The role requires CPA/EA, 2–3 years in tax preparation or advisory services, and experience with 1040 and business returns.

Strong Excel skills, knowledge of tax software, and the ability to manage multiple deadlines are essential for success. This full-time position offers clear growth in a client-focused tax practice.

Qualifications

• Bachelor’s degree in Accounting required.
• 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.
• Ability to organize, prioritize, and manage multiple projects under tight deadlines.
• Strong analytical, organizational, and written and verbal communication skills.
• Proficient in Excel with pivot tables.

Responsibilities

• Provide expert tax advice and services for individual and business clients.
• Maintain knowledge of tax laws and planning strategies.
• Consult with clients, analyze facts, and provide guidance and alternatives.
• Fulfill on 2-year reviews and other service offerings.
• Participate in advisory resources and respond to client queries.
• Involvement in tax resolution and controversy matters as needed.
• Communicate with clients nationwide via phone, email, and video.
• Advocate for clients with IRS and other tax authorities.
• Support junior staff and contribute to team goals.
• Identify opportunities to improve tax preparation and review processes.

Skills

Tax Preparation

Tax Advisory Services

Individual Tax Returns 1040

Business Tax Returns 1120 1120S 1065 À

Tax Planning Strategies

Analytical Skills

Organizational Skills

Education

Bachelor’s Degree in Accounting

EA

CPA

Tools

BNA Tax Planner

Corvee

CCH Axcess

CCH ProSystem fx

Job description

• To provide expert tax advice and services to clients, ensuring accurate and timely completion of individual and business tax returns.
• 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.
• 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.
• Contribute to team goals and objectives by providing support and guidance to junior staff.
• Identify opportunities for improving tax preparation and review processes.

Requirements

• 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.
• Strong Excel skills including pivot tables.
• 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.

Core Competencies

Expertise in tax preparation and advisory services, with a strong focus on individual and business tax returns. Proficient in tax planning strategies and effective communication with clients and tax authorities.

Highest-signal resume keywords

• EA, CPA, Or Attorney With Tax Specialization
• 2-3 Years Of Experience In Tax Preparation Or Advisory Services
• 2 Years Of Experience Preparing Individual And Business Tax Returns
• Strong Excel Skills Including Pivot Tables
• Experience With Tax Preparation And Planning Software

ATS Optimization Keywords

Hard Skills

• Tax Preparation
• Tax Advisory Services
• Individual Tax Returns (1040)
• Business Tax Returns (1120, 1120S, 1065, 1041)
• Tax Planning Strategies
• Analytical Skills
• Organizational Skills

Soft Skills

• Written Communication Skills
• Verbal Communication Skills
• Project Management

Certifications & Qualifications

• Bachelor’s Degree In Accounting
• EA
• CPA

Industry Keywords

• Tax Laws
• Tax Resolution
• Tax Controversy
• Client Consultation
• IRS Communication

Tools & Technologies

• BNA Tax Planner
• Corvee
• CCH Axcess
• CCH ProSystem fx