Anderson Business Advisors
  • USA
  • DOE
  • Salary
  • Full Time

Full benefits including Company paid Medical, Dental, Vision, Short-Term Disability insurance. 401k, and PTO

Anderson Business Advisors is a planning and consulting firm with a focus on providing high-quality services to real estate investors, stock traders, and business owners. Services provided focus on Asset Protection, Estate Planning, and Tax Planning. We are seeking an experienced tax professional for the role of Senior Tax Advisor to plan and prepare strategy solutions for clients as well as handle general tax consults.

Our Company Values are: Integrity | Resilient | Driven | Innovative | Conscientious

Starting salary is based on experience. Full benefits including health, dental, vision, short-term disability, 401(k) and PTO are offered. Bonus opportunities are available.


  • Minimum CPA (Certified Public Accountant) license
  • BS/BA in Accounting and/or Finance
  • Tax preparation and/or Tax advising background
  • Minimum 10+ years of experience preparing individual (1040) federal and state tax returns as well as business (1120, 1120S, 1065) tax returns
  • Minimum 5 years of experience advising and tax planning.
  • Have an excellent command of the Internal Revenue Code.
  • Heavy experience in tax planning and strategizing with entrepreneurs.
  • Excellent leadership and mentoring skills
  • Advanced knowledge of Microsoft Excel
  • Experience with the utilization of tax preparation and tax planning software
  • Experience with the utilization of a CRM
  • Ability to work in a fast-paced environment with minimal supervision
  • Excellent time management and problem-solving skills
  • Excellent critical thinking skills are a must
  • Excellent verbal and written communications skills
  • Good with people and explaining tax and business matters with people
  • A high degree of accuracy and attention to detail
  • Innovative and can think outside of the box.


  • Some experience in preparing 990, 5500, and 1041 tax returns is preferred.
  • Experience with tax advising in the Real Estate industry strongly preferred
  • Bilingual (Spanish)


The job duties for the Tax Advisor position (in no particular order) include, but are not limited to:

  • Light review of internal tax preparation work with clients
  • Heavy communication with clients across the country via telephone and email
  • Heavy review of tax work from other firms
  • Business structure review
  • Tax consulting including tax strategy, specific tax questions, liquidation, and planning
  • Responding to electronically submitted tax, bookkeeping, and business questions
  • Assisting staff internally with client tax questions
  • Tax research
  • Specialty state tax preparation (e.g. excise tax, commerce tax, property tax)
  • Leading and mentoring a team of Tax Advisors
  • Content creation for our marketing materials, existing client base, and internal training.

Full Benefits Include:

  • Competitive compensation
  • Insurance plans including health, dental, vision; short and long-term disability, 401(k) plan and more
  • Generous allocation of paid time off and holidays
  • Unlimited career growth potential


A full background check, drug screen, internet and social media search is required for employment.

Anderson is an EEO employer as defined by the EEOC.

Anderson Business Advisors
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