Remote CPA/Tax Preparer

To provide expert tax preparation and advisory services to clients, ensuring accurate and timely completion of individual and business tax returns. This role involves direct client communication, preparation and review of tax returns, and acting as an advocate for clients with tax authorities.Tax Preparation and Review: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.Client Communication: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.Process Improvement:Identify opportunities for improving tax preparation and review processes.Administrative Tasks:Ensure all client documentation is accurately recorded and maintained.Required Qualifications: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 Excel skills including pivot tables.Experience with tax preparation software including Forms 1120, 1065, 1120S, and 1040. Must be willing to work extra hours to ensure the meeting of tax deadlines.Preferred Qualifications:EA or CPA preferred; must be willing to work towards obtaining EA or CPA status.Additional certifications or coursework related to advanced tax strategies or financial management.Performance Metrics:Measured by client feedback and satisfaction survey results.Efficiency: Timely completion of tax preparation and review tasks.Accuracy: Ensuring accuracy in tax preparation and review processes.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.Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.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 programRecharge 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.