Tax Advisor ( Level 2)
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. in this role you will work with business owners and organizations to help file their taxes.
No. of Vacancies
1
Specific Skills
- 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.
- Team work Capable of working independently and as part of a team.
- 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.
- Understanding of Tax Deductions, forms and Credits knowledge of various tax deductions, tax form (ex 1120, 1120 S, 990, 990 ez, etc), exemptions, and credits that clients may be eligible for to reduce their tax liability.
- Tax Planning ability to advise clients on tax-saving strategies and help them make informed decisions throughout the year to minimize taxes.
- 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 complex returns for individuals and businesses (990 ez, 1120, 1120 s, 1065), ensuring every deduction is accurately claimed.
- Financial Investigator: Perform thorough financial analyses to identify potential tax savings and reduce liabilities.
- Compliance: You will assist clients in setting up payment plans, or ensuring they pay annual taxes for business based on their state after filing their return.
- 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.
- Data Analyst: Analyze financial data to spot trends and potential issues, offering valuable insights.
- 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, CAF number
- High School Diploma / GED
Experience Requirements
2-3 minimum
Job Location
Remote nationwide
Salary
up to $ 35 / 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. If you're ready to take on a dynamic role and make a meaningful impact in the world of tax preparation, we want to hear from you! Apply now and join us in navigating the complexities of the tax code.
Job Level
Sr. Position
How to Apply
Interested candidates should upload a copy of their resumes along with degree/ certifications being applied to
Apply Online