Tax Advisor

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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'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 AI Translation Assistant Opens in new window