Anderson Business Advisors

• To provide expert tax advice and services to clients, ensuring accurate and timely completion of individual and business tax returns.
• 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.
• 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.
• Contribute to team goals and objectives by providing support and guidance to junior staff.
• Identify opportunities for improving tax preparation and review processes.

Tax Advisor

Vice President

• Own the operational performance of the US technology ecosystem, including Salesforce, client-facing platforms, core business applications, and workplace collaboration technologies.
• Ensure systems are stable, scalable, secure, and aligned with business operations and customer needs.
• Oversee platform administration, system enhancements, integrations, and vendor-supported development initiatives.
• Drive operational stability by reducing incidents, minimizing disruption, and improving technology usability across the organization.
• Establish and reinforce structured change management and release practices.
• Partner with executive leadership and global technology teams to ensure platforms support evolving business strategies and customer experience goals.
• Ensure reliable reporting, data consistency, and operational visibility across systems and platforms.
• Manage relationships with technology vendors, implementation partners, and service providers.

Vice President, Technology

Bookkeeper

• Oversee the Bookkeeping Manager, Tax Manager, Tax Advising Manager, while collaborating closely with the leader of International operations to ensure consistent operational execution.
• Ensure alignment with standardized workflows, quality expectations, and service delivery processes across all regions.
• Provide oversight of external service delivery partners, ensuring they meet operational performance, quality standards, and contractual obligations.
• Partner with the leader of International operations to coordinate workload distribution, performance governance, and operational maturity.
• Own KPI governance for Bookkeeping and Tax operations.
• Establish, track, and communicate performance goals and accountability standards across internal teams and vendors.
• Lead regular performance reviews across US, International, and external vendor teams.
• Collaborate with Tax Advising, Product, and Service teams to resolve complex, client-impacting challenges and improve overall service delivery execution.
• Lead workforce planning, hiring forecasts, and resource allocation.
• Drive continuous improvement through workflow redesign, automation, process standardization, and elimination of operational inefficiencies.
• Align operations with product strategy, client experience design and priorities.
• Provide data-driven operational insights to support product decisions and experience improvements.

Senior Director – Bookkeeping, Tax Operations

Salesforce Analyst

• Work directly with Salesforce users across departments to understand workflows, pain points, and objectives
• Ask probing questions to uncover root problems, not just requested features
• Challenge unclear, conflicting, or solution-biased requests and reframe them into clear problem statements
• Translate user needs into well-structured Epics, user stories, acceptance criteria, and definitions of done
• Ensure requirements are complete, testable, and aligned with Salesforce platform capabilities and constraints
• Own assigned Salesforce initiatives from intake through launch
• Plan timelines, milestones, dependencies, and delivery checkpoints
• Own ambiguous, cross-functional Salesforce initiatives and mentor less-experienced analysts through example and feedback.

Tax Advisor

Vice President, Technology

Senior Director – Bookkeeping, Tax Operations

Business Analyst – Salesforce