Tax Forms Specialist

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 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

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.

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.

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work 6 years in a row 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
• 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 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check and drug screen are required for employment.

Salary : $19 - $26