Tax Advisor
Position Overview We are seeking an experienced, knowledgeable, and detail-oriented Tax Advisor to join our growing team. The ideal candidate has a strong understanding of federal and applicable state tax laws, excellent analytical and critical-thinking skills, and the ability to prepare accurate tax returns while providing exceptional client service. This position requires someone who can independently analyze financial information, identify potential tax-saving opportunities, recognize discrepancies, and communicate effectively with clients and team members.
Key Responsibilities
Tax Preparation & Advisory Prepare accurate individual and applicable business tax returns in accordance with current federal and state tax regulations. Analyze client financial information, income documents, deductions, credits, and supporting documentation. Identify eligible deductions, credits, and tax-saving opportunities. Provide clients with general tax guidance and recommendations based on their financial circumstances. Review prior-year tax returns to identify carryforwards, inconsistencies, and potential planning opportunities. Research tax-related questions and determine appropriate tax treatment. Assist clients with estimated tax payments, withholding adjustments, and basic tax planning strategies. Client Communication & Service Communicate directly with clients to obtain missing documentation and clarify financial information. Explain tax return results, refund amounts, balances due, and relevant tax considerations. Respond professionally and promptly to client inquiries. Maintain accurate client notes and document important conversations. Provide a positive, professional client experience while maintaining confidentiality. Accuracy, Compliance & Quality Verify taxpayer information, filing status, dependents, income, deductions, and credits. Identify discrepancies, incomplete information, and potential compliance concerns. Perform self-reviews before submitting completed returns for quality assurance. Ensure all required supporting documentation is obtained and properly maintained. Follow IRS due diligence requirements and established firm policies. Address quality review corrections promptly and accurately. Workflow & Productivity Manage assigned tax returns and meet established preparation deadlines. Maintain accurate job statuses, client notes, and documentation in TaxDome. Utilize CrossLink tax preparation software and follow established preparation procedures. Communicate workflow delays and outstanding client requests to management. Maintain productivity and accuracy during high-volume tax season. Collaborate with administrative staff, quality assurance personnel, and management to ensure efficient operations. Critical Thinking & Problem-Solving Independently evaluate complex client situations and determine when additional research or documentation is required. Identify inconsistencies between client statements and supporting documents. Apply sound judgment when addressing tax questions and potential compliance issues. Proactively identify opportunities to improve client service and internal processes. Recognize matters requiring escalation to senior tax professionals or management.
Required Qualifications
Minimum of 2 years of professional tax preparation experience. Strong knowledge of individual federal income tax preparation, including Form 1040 and common schedules. Understanding of federal tax laws, deductions, credits, filing requirements, and IRS due diligence. Experience using professional tax preparation software. Strong analytical, organizational, and critical-thinking skills. Excellent communication and customer service skills. Ability to manage multiple clients and meet deadlines independently. Strong attention to detail and commitment to accuracy. Valid IRS Preparer Tax Identification Number (PTIN), or ability to obtain one before preparing returns for compensation. Preferred Qualifications 3+ years of professional tax preparation experience. Experience preparing Schedule C and Schedule E returns. Experience with business tax returns, including Forms 1120-S, 1065, and 1120. Familiarity with CrossLink and TaxDome. Experience providing tax planning guidance. Enrolled Agent (EA) or Certified Public Accountant (CPA) credential is a plus. Experience working in a high-volume tax preparation office. Ideal Candidate We are looking for a proactive, analytical, dependable tax professional who takes ownership of their work and consistently delivers accurate results. The successful candidate must be able to think critically, communicate effectively, manage deadlines, and provide excellent service while maintaining compliance with applicable tax laws. We value professionals who go beyond data entry to understand each client's tax situation and deliver meaningful, accurate guidance. Pay: $18.00 - $22.00 per hour Expected hours: No more than 40.0 per week Benefits 401(k) Commuter assistance Dental insurance Food provided Health insurance Health savings account Life insurance On-the-job training Opportunities for advancement Paid training Professional development assistance Retirement plan Vision insurance Work from home Application Question(s): How many years of professional tax preparation experience do you have? Which tax returns have you prepared independently (1040, Schedule C, Schedule E, 1065, 1120-S, 1120)? Do you currently have an active IRS PTIN? What professional tax preparation software have you used? Have you previously worked in a high-volume tax preparation office? Work Location: In person