Tax Advisor

Housecall

United States
Base: $72,000-$85,000; bonus/equity: not specified...
On-site
Tax preparation and advisory
Strategic tax planning
Client relationship management
Deliver personalized tax advisory services to small and medium-sized business clients, with an emphasis on strategic planning and compliance

Job Summary

  • Deliver personalized tax advisory services to small and medium-sized business clients, with an emphasis on strategic planning and compliance.
  • Support the preparation and review tax returns with precision, ensuring adherence to all federal and state regulations.
  • Partner cross-functionally with Customer Success and Product to advocate for the tax needs of SMB clients.

Matching Summary

Deliver personalized tax advisory services to small and medium-sized business clients, with an emphasis on strategic planning and compliance.

Salary

Base: $72,000-$85,000; Bonus/Equity: Not specified; Benefits: Medical, dental, vision, life, disability, 401(k), PTO, tech reimbursements, equity

Skills & Requirements

Must-have

  • Tax preparation and advisory
  • Strategic tax planning
  • Client relationship management
  • Tax legislation updates

Nice-to-have

  • Empathy and patience
  • Continuous learning
  • Process improvement drive
  • Collaborative team environment

Key Requirements

  • CPA or Enrolled Agent certification
  • 3+ years of tax preparation experience
  • Proficiency with modern tax prep tools
  • Bachelor's degree or equivalent experience
  • Experience using AI tools

Work Rights

Not specified

Tailored Resume

Cover Letter