Senior Tax Associate

Join a team that truly supports work-life balance, enabling our associates to live their best lives both in and out of the office, even during our busiest seasons! Throughout our two peak periods each year, our required hours gradually increase from 40 to 50, with only occasional peaks above 50 hours in the final weeks before the deadline.

At Anderson, our preparers have the opportunity to build real connections with clients and take charge of their projects. Unlike the conventional CPA firm model, where client contact is mainly handled by managers, at Anderson, you'll be at the forefront, building meaningful connections and making an impact right from the start.

The Senior Tax Associate will be responsible for communicating with clients to gather tax organizers and any missing information needed to complete tax preparation. Additionally, the successful candidate will be responsible for helping clients clean up bookkeeping records to complete business tax returns, preparing individual income tax returns, business income tax returns, information returns, and other compliance returns.

The Senior Tax Associate will also review individual income tax returns and business income tax returns and communicate with clients across the country via telephone regarding tax matters. The successful candidate will act as an advocate on behalf of clients when communicating with the IRS and other tax authorities.

This position is fully remote and total compensation is $85k - $100k per year.

Job Requirements:Bachelor's degree in AccountingEA or CPA preferred. Must be willing to work towards obtaining EA or CPA status3-years of experience preparing taxes at a CPA firm3-years of experience preparing individual (1040) federal and state tax returns3-years experience preparing business (1120, 1120S, 1065, 1041) tax returnsMust be able to effectively organize, prioritize, and manage multiple projects under tight deadlinesStrong analytical, organizational, and written and verbal communication skillsStrong Excel skills with pivot table experienceTax preparation software experience with Forms 1120,1065, 1120S, and 1040. Experience with CCH Axcess or CCH Prosystem Fx a plus

Job Responsibilities:Communicate with clients to gather tax organizers and any missing information to complete tax prepHelping clients clean up bookkeeping records to complete business tax returnsPreparation of individual income tax returnsPreparation of business income tax returns, information returns, and other compliance returnsReview of individual income tax returns and business income tax returnsCommunicating with clients across the country via telephone regarding tax mattersCommunicating with the IRS and other tax authorities as an advocate on behalf of clientsAll other duties that may be assigned from time to time by Company management

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 4 years in a row!

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022, and 2023 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including: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, starting at 4% after just 3 months of employment.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.

Please note that a full background check, drug screen, internet, and social media search are required for employment. Anderson is an equal opportunity employer, committed to diversity and inclusion as defined by the EEOC.