Hybrid Tax Forms Specialist bei Anderson Business Advisors

Description

Job Purpose:
To prepare and manage the submission of various IRS entity selection forms for clients, ensuring accuracy and compliance. This role involves producing IRS forms, communicating with clients to obtain signatures, and forwarding completed forms to the IRS.

 

Key Responsibilities:

Form Preparation:

• Prepare & Review required IRS entity forms for clients, including:
  • Form 8832 for LLCs
  • Form 2553 for S-Corps
  • Form 8822-B for selection of responsible party
  • Dissolution of S-Corp election letters
  • Other forms as necessary
• Prepare and File US Personal and Business tax return extensions

Client Communication:

• Send the appropriate forms to clients for signatures and arrange for the return of signed forms.
• Explain forms to clients and provide necessary information.
• Respond to all correspondence within 1 business day.
• Call and/or correspond via email with clients to provide information, answer questions, and follow through on requests.

Form Submission:

• Verify the correctness of signed forms received from clients.
• Forward the verified forms to the IRS promptly.

Team Collaboration:

• Work with members of various internal departments to ensure client needs are addressed.
• Utilize the resources and knowledge of professionals in respective departments.

Process Improvement:

• Continuously improve form preparation and submission processes.
• Implement best practices to enhance accuracy and efficiency.

Administrative Tasks:

• Document the receipt of signed client documents accurately.
• Perform all other duties as assigned by Company management to support the overall objectives of the organization.

 

Competencies:

Integrity

• Understands and adheres to basic ethical standards and company policies.
• Reports unethical behavior to supervisors.
• Maintains confidentiality with minimal supervision.

Accountability

• Takes responsibility for assigned tasks and activities.
• Seeks guidance when necessary to complete tasks.
• Acknowledges mistakes and learns from them.

Customer Focused

• Understands basic customer service principles.
• Responds to customer inquiries with guidance.
• Demonstrates a helpful and friendly attitude.

Time Management / Organization

• Manages time and tasks with direct supervision.
• Uses basic organizational tools and techniques.
• Completes tasks within established deadlines.

Communication

• Communicates clearly and effectively in simple situations.
• Listens actively and seeks clarification.
• Uses basic communication tools (email, phone, etc.).

Teamwork

• Works cooperatively with others on assigned tasks.
• Shares information and resources with team members.
• Participates actively in team activities.

Self-Motivated

• Demonstrates a basic level of enthusiasm and initiative.
• Completes tasks with supervision and support.
• Seeks opportunities for personal development.

 

 

Required Qualifications:

• Bachelor’s Degree in Accounting/Finance
• High degree of accuracy and attention to detail.
• Knowledge of G Suite, Word, and Excel.
• Ability to establish rapport with clients and build strong relationships in a friendly and confident manner.
• Ability to prioritize work and complete duties accurately and timely.
• Ability to work independently without direct supervision.
• Comfortable working in a fast-paced environment.

 

Preferred Qualifications:

• Minimum of 2 years of professional-level work experience.
• Previous experience in a client service-oriented field preferred.
• Previous experience in a tax firm is a plus.
• Previous IRS form preparation experience is desired but not required.
• Salesforce CRM experience is a plus.

 

Performance Metrics:

• Client Satisfaction: Measured by client feedback and satisfaction survey results.
• Efficiency: Timely completion of form preparation and submission tasks.
• Communication: Responsiveness to client communication and effective team collaboration.
• Accuracy: Ensuring accuracy in form preparation and submission processes.

Qualifications

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 5 years in a row!

 

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022, 2023 and 2024 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

 

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

 

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

 

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

 

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment.
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

 

Please note that a full background check, drug screen, internet, and social media search are required for employment. 

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