Senior Tax Preparer - Advisor

Job not on LinkedIn

March 13

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Logo of ASK BOSCO® - Marketing AI

ASK BOSCO® - Marketing AI

Artificial Intelligence • eCommerce • Marketing

ASK BOSCO® is an advanced AI marketing platform that specializes in optimizing data reporting, budget planning, and competitor benchmarking for businesses and marketing agencies. With its powerful tools, ASK BOSCO® seamlessly integrates various data sources, enabling users to forecast media spends with remarkable accuracy and manage online performance through automated reporting. The platform aims to enhance decision-making and improve return on advertising spend, allowing agencies and brands to gain valuable insights for better marketing strategies.

11 - 50 employees

Founded 2019

🤖 Artificial Intelligence

🛍️ eCommerce

📋 Description

• Prepare accurate and timely tax returns for corporations, partnerships, LLCs, and individuals. • Design customized tax plans to optimize tax efficiency and align with the financial goals of clients. • Conduct comprehensive tax reviews and present findings and recommendations to clients. • Stay updated on federal, state, and local tax laws to ensure compliance and identify new opportunities for clients. • Collaborate with our advisory team to integrate tax strategies into overall financial planning, including Profit First and Value Builder methodologies. • Assist with resolving client tax issues, including audits, notices, and other tax-related matters. • Build and maintain strong, trust-based relationships with clients through exceptional service and consistent communication. • Mentor and oversee junior tax team members to ensure high-quality work and professional growth.

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, or related field. • CPA designation (preferred) or Enrolled Agent certification. • Minimum of 5 years of experience in tax preparation and advisory roles, with exposure to small and mid-sized businesses. • Strong understanding of tax laws, including corporate, partnership, and individual taxation. • Familiarity with Profit First by Mike Michalowicz, Built to Sell by John Warrilow, and Traction by Gino Wickman is a strong asset. • Proficient in tax preparation software and accounting tools (e.g., ProConnect, QuickBooks, Karbon). • Exceptional communication skills, with a client-first mindset and the ability to explain complex tax concepts simply. • Demonstrated problem-solving skills and a commitment to delivering excellent service. • Experience with tax planning, IRS resolution, and managing multiple clients simultaneously.

🏖️ Benefits

• Bonus structure • Equity and profit-sharing options • A supportive and collaborative team environment where innovation is encouraged.

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