Tax Advisor

Anderson Business Advisors; Town of Florida (NY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work schedule

Comprehensive medical, dental, and vision coverage

401(k) matching program

Generous paid time off

$35 monthly gym membership subsidy

Job summary

A leading tax advisory firm is seeking a tax advisor to provide expert tax advice and services to clients. This role involves direct client communication, tax planning, and advisory services. The ideal candidate will have a Bachelor's degree in Accounting, strong analytical skills, and at least 2 years of experience in tax preparation. The position offers a hybrid work schedule and comprehensive benefits.

Qualifications

• 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 organize, prioritize, and manage multiple projects under tight deadlines.

Responsibilities

• Provide tax planning and compliance guidance to clients.
• Communicate with clients regarding tax matters via calls and emails.
• Support team goals and provide guidance to junior staff.
• Identify opportunities for improving tax processes.

Skills

Strong analytical skills

Organizational skills

Verbal communication skills

Written communication skills

Time management

Customer focus

Education

Bachelor’s degree in Accounting

EA, CPA, or attorney with tax specialization

Tools

BNA Tax Planner

Corvee

CCH Axcess

CCH ProSystem fx

Job description

Pay Range

• Base pay range: $90,000.00/yr - $130,000.00/yr

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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 and 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 Anderson marketing and forums.
• Provide consultation services for clients as requested, analyzing client facts and circumstances to provide guidance and alternatives.
• Fulfill 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.

Core Competencies

• Integrity: demonstrates ethical behavior, addresses minor ethical issues independently, ensures confidentiality and privacy in complex situations.
• Accountability: manages own workload, meets deadlines, takes responsibility, proactively addresses issues.
• Customer Focus: addresses customer needs independently, handles complex inquiries, seeks continuous improvement of satisfaction.
• Time Management / Organization: plans, organizes work, balances multiple tasks, uses advanced tools.
• Communication: communicates effectively in various settings, tailors messages, facilitates discussions and meetings.
• Teamwork: contributes to team goals, builds relationships, resolves conflicts.
• Self‑Motivated: takes initiative, manages workload, pursues learning and development.

Required Qualifications

• Bachelor’s degree in Accounting.
• EA, CPA, or attorney with tax specialization.
• 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 organize, prioritize, and manage multiple projects under tight deadlines.
• Strong analytical, organizational, written, and verbal communication skills.
• Experience with tax preparation and planning software: Forms 1120, 1065, 1120S, 1040; BNA Tax Planner, Corvee, CCH Axcess or CCH ProSystem fx – plus.

Preferred Qualifications

• Additional certifications or coursework related to advanced tax strategies or financial management.

Performance Metrics

• Client Satisfaction: measured by client feedback and surveys.
• Efficiency: timely completion of tax planning and advisory tasks.
• Communication: responsiveness to clients and effective team collaboration.
• Accuracy: ensuring precision in planning, advisory, and review processes.

About Anderson Business Advisors

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal for five consecutive years! Anderson Business Advisors is an award‑winning workplace – voted Top Places to Work in 2020, 2021, 2022, 2023, and 2024 – and has received Intuit's Firm of the Future award in 2020.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation’s premier asset protection and tax planning firm. We bring attorneys, CPAs, and other professionals under one roof to empower clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we look for friendly, driven, and passionate individuals to help us continue our mission: preserving wealth, finding financial freedom, and creating a legacy for loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven members who want to grow within Anderson.

Benefits

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

Please note that a full background check, drug screen, internet, and social media search are required for employment.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Accounting / Auditing and Consulting

Industries

Business Consulting and Services, Financial Services

Additional Information

Referrals increase your chances of interviewing at Anderson Business Advisors by 2x.

Location: Sarasota, FL; Delray Beach, FL; Tampa, FL; Florida, United States (remote options available).