Tax Advisor ( Level 1
Overview
Are you ready to make a significant impact on clients' financial lives? Join our team as a Tax
Advisor and bring your expertise to a role where you can truly make a difference.
No. of Vacancies
3
Specific Skills
- Sales skills being able to close clients for retention
- Attention to Detail ability to spot discrepancies and ensure all tax documents are correctly completed and all deductions and credits are accurately applied.
- Customer Service providing exceptional service to clients, answering questions, and offering proactive advice on tax planning.
- Problem-Solving Skills ability to identify tax issues and discrepancies, troubleshoot problems, and find solutions for clients’ specific tax situations
- Numeracy and Analytical Skills strong ability to work with numbers and perform calculations accurately, along with the ability to analyze financial data.
- Understanding of Tax Deductions and Credits knowledge of various tax deductions, exemptions, and credits that clients may be eligible for to reduce their tax liability.
- Research Skills ability to stay updated on changing tax laws and regulations, and research specific tax issues to ensure compliance and accuracy.
- Organizational Skills keeping thorough records of tax filings, receipts, and documentation for clients and managing files efficiently.
- Ethical Judgment adhering to professional and legal standards and ensuring all tax returns are accurate and compliant with IRS guidelines.
Responsible For
- Tax Return Specialist: Prepare and review tax returns for individuals and businesses, ensuring every deduction is accurately claimed.
- Financial Investigator: Perform thorough financial analyses to identify potential tax savings and reduce liabilities.
- Software Expert: Utilize accounting software like QuickBooks and Sage to manage client records and produce precise tax returns. Proficiency in Excel is a plus.
- Tax Advisor: Provide expert guidance on tax laws and regulations, offering clients clear advice to navigate IRS requirements.
- Regulation Enthusiast: Stay updated on evolving tax laws and regulations, adapting to changes with ease.
- Collaborative Team Player: Work with colleagues to deliver exceptional service, contributing to a cohesive team effort.
- Client Relationship Builder: Develop and maintain strong client relationships, expanding your professional network.
- Marketing Specialist: Engage in financial sales and marketing to attract and retain clients, leveraging your skills and enthusiasm
Job Nature
Part-Time / Contract
Educational Requirements
Educational Background: Bachelor’s degree in Accounting or a related field preferred.
- Experience: Minimum of 2 years in tax preparation, corporate accounting, or financial sales.
- License/Certification: PTIN # required, but EA certification preferred
- Tax Knowledge: Comprehensive understanding of tax laws and regulations.
- Software Proficiency: Experienced with tax and accounting software such as tax slayer, QuickBooks and Sage.
- Typing Skills: Strong 10-key typing abilities.
- Analytical Skills: Excellent problem-solving and analytical capabilities.
- Deadline Management: Ability to thrive under pressure and meet deadlines effectively.
- Marketing Skills: Strong sales and marketing abilities.
- Communication Skills: Ability to clearly convey complex financial information.
- Attention to Detail: Exceptional organizational skills and attention to detail.
- Teamwork: Capable of working independently and as part of a team.
- Financial Knowledge: Deep understanding of financial concepts and terminology.
Experience Requirements
1
Job Location
Remote nationwide
Salary
Pay rate up to $ 19 / hr. with uncapped commissions
Other Benefits
- Flexible schedule- work weekdays, on call,and some weekends
- Opportunities for advancement- advancing in your career we will cross train you in other areas of managing clients accounts so you can grow
- Professional development assistance- we will pay for certifications for you to advance in the tax industry to expand your knowledge and earning potential.
- Referral program- every new client you bring in you receive a percentage as a bonus once the client has completed services with us.
- Work from home-this is a remote position. We require a strong hard wire internet connection.
Job Level
Entry level agent
How to Apply
Interested candidates should upload a copy of their resumes along with degree/ certifications being applied to
Apply Online