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Summary
About the Role
About You
- Bachelor’s Degree in business or related field.
- Minimum 1 year of experience in a supervisory capacity.
- Minimum 2 years of experience in customer/client service.
- Outstanding written and verbal communication skills.
- Strong organizational and problem-solving skills.
- Salesforce CRM experience.
Benefits
- Hybrid work schedule with flexibility.
- Comprehensive medical, dental, vision, and short-term disability coverage at no cost.
- 401(k) matching program starting at 4% after 3 months.
- Generous paid time off, including 16 days in the first year and 21 days after one year.
- $35 monthly gym membership subsidy.
Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. We are a business planning and consulting firm with a focus on providing high-quality tax and legal services and resources to small business owners, real estate investors, professionals, stock traders, entrepreneurs, freelancers, and contractors. Our consultants consist of attorneys, CPAs, and business advisors who have been working with individuals and businesses to protect their assets and minimize their taxes. They travel nationwide to speak at conferences and seminars on asset protection, tax reduction, and business planning. We have taught tens of thousands of people how to make better business decisions and properly prepare to meet their goals. 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. Let us shore up your investments and business! We specialize in entity structuring, business strategies, business compliance, tax planning, tax preparation, bookkeeping, asset protection, and estate planning. Together, we can protect & grow your wealth.