Tax Advisor Job Description

Tax Advisor Job Description Template

Our company is looking for a Tax Advisor to join our team.

Responsibilities:

  • Develop towards becoming a tax return signer within three years, becoming the lead tax professional for many clients;
  • Detailed review of tax returns and communication with initial tax preparers;
  • Communicate directly with clients as part of the tax planning and preparation process;
  • Initial tax preparation of higher complexity tax returns;
  • Perform tax law research as needed to support the team;
  • Engage in professional development to maintain licensure and to stay current with our ever-changing tax laws;
  • Collaborate extensively with our tax team to best serve our clients.

Requirements:

  • Two or more years’ tax return preparation experience in a professional services firm or public accounting firm required;
  • CPA license or working towards CPA licensure required;
  • Exhibits professionalism including appearance, demeanor, and behavior;
  • Masters of Accounting is preferred;
  • Proficient in CCH Axcess knowledge is a plus;
  • Excellent written and verbal communication skills;
  • Ability to build client relationships, and general consulting skills;
  • Computer literate and effectively utilize tax software;
  • Strong interpersonal skills, organizational skills, and problem solving skills;
  • Strong QuickBooks, Microsoft Office, and Excel skills.