What are the responsibilities and job description for the Senior Tax Preparer/Advisor position at P&G Advisors, LLC?
Job Description
Job Description
Salary : $50 to $150 per hour
About P&G Advisors
Our vision is to help 1,000 small business owners to achieve valuations of $100M or more within the next 10 years. Our advisors, tax planners and accountants all work together towards this aim.
We work with primarily with small and mid-sized retail, service, manufacturing, and distribution companies. We are committed to helping entrepreneurs to create jobs and opportunities for the communities that they serve.
About the Role
As a Senior Tax Preparer / Advisor , you will play a pivotal role in delivering expert tax preparation and strategic tax planning for our diverse client base of small and mid-sized business owners. By leveraging your deep understanding of tax laws and regulations, you will guide our clients to minimize liabilities, maximize cash flow, and achieve their financial goals.
You will work directly with business owners to develop tax strategies, prepare accurate returns, and provide proactive advice that contributes to their overall success and valuation growth.
What Your Day-to-Day Will Look Like
- Prepare accurate and timely tax returns for corporations, partnerships, LLCs, and individuals.
- Design customized tax plans to optimize tax efficiency and align with the financial goals of clients.
- Conduct comprehensive tax reviews and present findings and recommendations to clients.
- Stay updated on federal, state, and local tax laws to ensure compliance and identify new opportunities for clients.
- Collaborate with our advisory team to integrate tax strategies into overall financial planning, including Profit First and Value Builder methodologies.
- Assist with resolving client tax issues, including audits, notices, and other tax-related matters.
- Build and maintain strong, trust-based relationships with clients through exceptional service and consistent communication.
- Mentor and oversee junior tax team members to ensure high-quality work and professional growth.
What You Need to Succeed
Why Join Us?
Our Values
Our Recruitment Process
Your application will be reviewed, and those moving to the next step will be asked to complete a brief 5-question one-way video interview where you will answer these questions on your own time via your webcam. Following that, successful candidates moving to the next step will be invited to take part in a series of 1-on-1 interviews.
Join us in helping businesses grow, prosper, and make meaningful contributions to their communities!
remote work
Salary : $50 - $150