Tax Advisor
2 months ago
GoodmanCPA is looking for an experienced Tax Advisor to join our fast-growing team
Our firm serves small business owners across multiple advisory offerings including Tax Planning, Tax Implementation, and Chief Financial Officer services. Unlike most tax firms focused on compliance, GoodmanCPA helps our clients proactively implement strategies that save them money on taxes and help build a stronger financial future.
Interested in learning more about what you will do here? Keep reading
Responsibilities
- Train and become a tax planning advisor helping walk clients through different strategies that may help them make smarter tax and financial decisions.
- Prepare year-end tax returns for small business clients and individuals.
- Prepare and lead tax planning kickoff calls, implementation calls and quarterly calls engaging the clients with their tax questions throughout the year.
- Record tax entries within client’s accounting system and spot potential tax errors
- Keep up to date with the latest tax legislation changes and IRS pronouncements as they become available.
- Spend time researching strategies that may apply to clients to help keep up to date with the evolving tax industry.
Qualifications
- Bachelor’s degree in accounting
- At least 2 years of tax preparation experience
- Must be a licensed CPA or eligible to pursue CPA licensure
- Strong problem solving and interpersonal communication skills
- Ability to set priorities, handle multiple tasks, and deliver results in a fast paced and dynamic environment with the desire for continuous improvement
- Willingness and ability to learn new tools and technologies quickly
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