Tax Associate

Summary

Anderson Business Advisors is a national asset protection and tax planning firm serving investors and small business owners. The Tax Associate prepares and reviews individual and business tax returns, communicates with clients and tax authorities, supports junior staff, and improves tax preparation processes.

Responsibilities

• Communicate with clients to gather tax organizers and any missing information needed to complete tax preparation
• Assist clients in cleaning up bookkeeping records to complete business tax returns
• Prepare individual income tax returns (1040) and business income tax returns (1120, 1120S, 1065, 1041)
• Review individual and business income tax returns to ensure accuracy and compliance
• Communicate with clients across the country via email, video meetings, and telephone 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
• Build positive relationships with team members and resolve minor conflicts within the team
• Identify opportunities for improving tax preparation and review processes
• Implement best practices to enhance accuracy and efficiency
• Ensure all client documentation is accurately recorded and maintained
• Perform all other duties as assigned by Company management to support the overall objectives of the organization

Skills

• Bachelor's degree in Accounting
• 2-3 years of experience preparing taxes 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 software including Forms 1120, 1065, 1120S, and 1040
• Must be willing to work towards obtaining EA or CPA status
• Additional certifications or coursework related to advanced tax strategies or financial management
• Experience with CCH Axcess or CCH ProSystem fx is a plus
• EA or CPA preferred

Qualifications

Must Haves

• Bachelor's degree in Accounting
• 2-3 years of experience preparing taxes 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 software including Forms 1120, 1065, 1120S, and 1040
• must be willing to work towards obtaining EA or CPA status
• Additional certifications or coursework related to advanced tax strategies or financial management

Nice to Haves

• Experience with CCH Axcess or CCH ProSystem fx is a plus
• EA or CPA preferred

Benefits

• Ongoing training and professional development
• Internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.
• Hybrid work schedule, balancing remote and in-office work seamlessly.
• A robust onboarding program that equips you with in-depth knowledge about the organization, services, and products.
• Comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• 401(k) matching program
• 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.
• $35 monthly gym membership subsidy