Senior Tax Preparer/Advisor

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

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA designation (preferred) or Enrolled Agent certification.
• Minimum of 5 years of experience in tax preparation and advisory roles, with exposure to small and mid-sized businesses.
• Strong understanding of tax laws, including corporate, partnership, and individual taxation.
• Familiarity with Profit First by Mike Michalowicz, Built to Sell by John Warrilow, and Traction by Gino Wickman is a strong asset.
• Proficient in tax preparation software and accounting tools (e.g., ProConnect, QuickBooks, Karbon).
• Exceptional communication skills, with a client-first mindset and the ability to explain complex tax concepts simply.
• Demonstrated problem-solving skills and a commitment to delivering excellent service.
• Experience with tax planning, IRS resolution, and managing multiple clients simultaneously.

Why Join Us?

• The opportunity to be a part of something that will really make a difference in the world.
• Bonus structure.
• Equity and profit-sharing options.
• A supportive and collaborative team environment where innovation is encouraged.

Our Values

• Work Hard, Stay Humble - We bring our best to every project and keep our feet on the ground while doing it.
• Smart & Resourceful - We know how to get things done, even when the path isn't obvious.
• Go the Extra Mile - Good enough is never good enough here—we believe in delivering above and beyond.
• Ownership & Accountability - If we’re part of it, we own it, and that includes every success and setback.
• Keep it Fun & Lighthearted - Hard work is non-negotiable, but we know how to have a good time while we’re at it.

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!