Tax Consultant

Anderson Business Advisors; Draper (UT); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Hybrid work schedule

Health, dental, vision insurance

401(k) matching

Job summary

Anderson Business Advisors seeks an experienced tax advisor to deliver planning and compliance services to clients nationwide. You will consult on complex returns, review filings, and advocate with tax authorities while collaborating with a multidisciplinary team.

The role emphasizes client communication, upholding accuracy, and ongoing process improvements within a supportive, growth‑oriented environment.

Qualifications

• Bachelor’s degree in Accounting and active CPA/EA 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 and business (1120, 1120S, 1065, 1041) tax returns.

Responsibilities

• Provide expert tax planning and compliance services to clients.
• Maintain knowledge of tax laws and planning strategies; advise clients accordingly.
• Review tax returns and assist with signing; participate in client consultations.
• Communicate with clients nationwide via phone, email, and video calls; advocate with tax authorities as needed.
• Support and guide junior staff; contribute to team goals and knowledge sharing.
• Identify opportunities to improve tax preparation and review processes; implement best practices.

Skills

Client communication

Analytical thinking

Tax planning

Project management

Education

Bachelor’s degree in Accounting

Tools

Tax software (Forms 1120/1065/1120S/1040)

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. 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 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.

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 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 6 years in a row!

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work for 6 consecutive years 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, drug screen, internet, and social media search are required for employment.