Tax Advisor

Anderson Business Advisors

Tax Advisor providing expert tax advice and services to clients, ensuring accurate completion of tax returns. Communicating with clients and contributing to team goals while improving processes.

Posted 7/2/2026full-timeOrlando • Florida • 🇺🇸 United StatesJuniorMid-Level💰 $90,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor’s degree in Accounting.
EA, CPA, or attorney with tax specialization required.
2-3 years of experience in tax preparation or advisory services at a CPA firm.
2 years of experience preparing individual (1040) federal and state tax returns.
2 years of experience preparing business (1120, 1120S, 1065, 1041) tax returns.
Must be able to effectively organize, prioritize, and manage multiple projects under tight deadlines.
Strong analytical, organizational, and written and verbal communication skills.
Strong Excel skills including pivot tables.
Experience with tax preparation and planning software including Forms 1120, 1065, 1120S, and 1040.
Experience with BNA Tax Planner, Corvee, CCH Axcess or CCH ProSystem fx is a plus.

Benefits

Comp & perks

Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
Plan for the future with a 401(k) matching program.
Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
Stay active with a $35 monthly gym membership subsidy.

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Tax PreparationTax Advisory ServicesIndividual Tax Returns (1040)Business Tax Returns (1120, 1120S, 1065, 1041)Tax Planning StrategiesAnalytical SkillsOrganizational Skills

Soft Skills

Written Communication SkillsVerbal Communication SkillsProject Management

Certifications

Bachelor’s Degree In AccountingEACPA