Job Brief
As an Income Tax Advisor, you will play a crucial role in assisting individuals and small businesses with their tax preparation needs. You will leverage your expertise in tax regulations and compliance to prepare accurate tax returns, provide strategic tax planning advice, and ensure adherence to federal and state tax laws. Ideal candidates should possess a strong understanding of tax software, excellent analytical skills, and the ability to communicate complex tax concepts clearly.
Responsibilities
- Prepare and file accurate tax returns for individuals and small businesses, ensuring compliance with relevant tax laws.
- Conduct thorough tax research to stay updated on current tax regulations and changes.
- Provide personalized tax planning strategies to minimize tax liabilities for clients.
- Analyze financial data and documentation to identify potential deductions and credits.
- Communicate effectively with clients to explain tax-related issues and offer solutions.
- Review and correct tax returns as necessary and respond to tax inquiries from clients.
- Maintain detailed records and documentation of client interactions and tax filings.
- Collaborate with other financial professionals to provide comprehensive tax services.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- Proven experience as an Income Tax Advisor or similar role, with a strong understanding of tax laws and regulations.
- Proficiency in tax preparation software and Microsoft Office Suite.
- Strong analytical and problem-solving skills, with attention to detail.
- Excellent communication and interpersonal skills to effectively interact with clients.
- Certification as a CPA (Certified Public Accountant) or EA (Enrolled Agent) is preferred.
- Ability to manage multiple clients and meet deadlines in a fast-paced environment.
Similar Job Titles
- Tax Consultant
- Tax Specialist
- Tax Advisor
- Tax Preparer
- Individual Tax Advisor
- Tax Compliance Officer
- Personal Tax Consultant
- Tax Planning Advisor
