Tax Advisor - EA Preferred

To support a growing practice, the full-time salaried Tax Advisor - EA Preferred will manage relationships with tax clients, proactively addressing their needs and identifying upsell opportunities while working remotely. Key Responsibilities Serve as the primary point of contact for an assigned book of tax clients, fostering long-term relationships Proactively reach out to clients to review their tax situations and ensure a positive experience Translate complex tax topics into clear explanations and identify opportunities for additional services Required Qualifications 2+ years of hands-on tax experience, such as tax preparation or client services at a CPA or tax firm 2+ years in a client-facing, relationship-management, or account management role Excellent written and verbal communication skills, with the ability to explain tax concepts simply Highly organized and self-directed, capable of managing multiple client relationships Experience with CRM tools and basic reporting