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Our client, a privately held and established SAAS company is in need of exceptional Tax Advisor(s) to help their small business customers navigate business tax planning, deductions, and compliance filings. We are looking for passionate tax professionals that enjoy customer facing roles and take great pride in their work.
About CFOâ€™s Domain:
CFOâ€™s Domain is an accounting & finance consulting and recruiting organization serving CFOâ€™s and their stakeholders. Our consultants are among the best practitioners in the marketplace serving clients in the life sciences and technology sectors. Our consultants receive benefits, competitive compensation, gain access to the full breadth of our recruiting capabilities, and are introduced to roles that are accretive to their personal and professional growth.
About our Client:
This organization is a privately held mid-cap and fast growing SAAS company with a B2C and B2B enterprise model. The company productized their first offering over a decade ago and is continuing the expansion of their capabilities and service offerings.
Key Responsibilities Include:
â€¢ Develop and prepare tax returns for small business customers including the 1040, 1041, 1065, 1120, and 1120S forms
â€¢ Collaborate with and provide tax advisory services to external customers via phone or video conference; subject areas include tax planning, maximizing deductions, etc..
â€¢ Champion a strong customer service orientation and friendly personality with customers
â€¢ Promote and contribute to a positive empowering culture that is both collaborative and solutions oriented
â€¢ Assist in special and ad hoc projects
â€¢ Bachelorâ€™s Degree in Accounting, Finance, or Taxation
â€¢ Active CPA (Certified Public Accountant) or EA (Enrolled Agent) Designation
â€¢ 2-5 years of relevant experience
â€¢ Experience using small business tax software such as ProConnect, Lacerte, and Quickbooks Online
â€¢ Customer facing advisory experience
â€¢ Exceptional communication and collaboration skills
Compensation & Benefits:
Competitive Compensation Package and Benefits