Anders CPAs + Advisors

• Ensure timely and accurate filing of client tax returns; deadlines vary by client but range from monthly, quarterly, and yearly
• Extracting and importing reports and data using applicable client databases
• Formatting reports and data as needed for future use, which may include managing the data integrity with regular maintenance
• Preparation of sales/use tax returns, as well as filing and collection of payment on time by the due date
• Assist in completing registration applications for various state/local taxes along with completion and submission of applicable documents
• Help with additional client needs such as identifying tax opportunities and preparing refund claims
• Perform tax research, scheduling, or assist in tax planning as needed
• Assist with other sales/use tax projects as assigned, including multi-state tax projects that may include refund reviews, tax compliance, nexus reviews, voluntary disclosures, audit defense, and assessment appeals
• Provide various support to facilitate marketing opportunities

State and Local Tax Assistant

Business Development Rep

• Respond to inbound inquiries and follow up with Marketing Qualified Leads (MQLs)
• Conduct structured outreach via email, phone, and digital channels to nurture MQLs and convert them into Sales Qualified Leads (SQLs)
• Assess lead fit and readiness using defined qualification criteria
• Maintain a clean, accurate CRM pipeline with timely updates and activity tracking
• Coordinate with practice leadership to schedule discovery calls, demos, or consultations once leads reach SQL status
• Support the development of proposals, presentations, and tailored HR solutions in partnership with senior team members
• Use LinkedIn and other relevant platforms to engage with active MQLs and support ongoing nurturing efforts
• Leverage existing firm content to advance active conversations and accelerate lead engagement

Business Development Associate

Customer Success Manager

• Execute customized success plans to ensure achievement of business objectives
• Act as a liaison between all stakeholders to convey information, provide clarity, and ensure that certain tasks are completed in an accurate, timely manner
• Maintain records of client interactions, account information, and documents in appropriate systems (such as a master client log)
• Provide prompt and friendly service to all external and internal clients
• Work closely with partners, management, and individual team members to develop or improve process documentation that supports client satisfaction and excellence
• Handle inquiries, listens to feedback, provides appropriate information and progress reports, and follows up to ensure resolution
• Identify opportunities to improve service, work processes, and efficiencies
• Actively support teamwork throughout the department and the firm
• Lead and coordinate the client onboarding experience in collaboration with the VCFO team

Client Engagement Specialist

Procurement

• Main point contact for all hardware, software, and equipment for the clients of the technology team
• Assist with vendor management for key partners, such as Dell, Cisco, and distribution partners
• Contribute to establishing best practices for ordering and invoicing
• Identify and negotiate strategic vendor relationships
• Manage efforts in areas such as incentives, vendor changes, relocation of suppliers
• Identify excess, obsolete, and discontinued products
• Assist Account Manager on PC refresh plans for all clients
• Develop and maintain metrics to monitor vendor performance
• Direct communication with all vendors
• Protect the financial performance of the organization
• Participate in Quarterly Road Map planning meetings

State and Local Tax Assistant

Business Development Associate

Client Engagement Specialist

Technology Procurement Specialist