2 days ago
• Develop income tax preparation and review skills • Build trust with clients • Learn new ways to prepare for tax situations • Proactively change client’s tax planning • Timely deliver client facing products • Answer client questions on tax plans • Review potential new tax strategies • Setup reminders for client deadlines • Train and assist tax services • Conduct tax interviews for new clients • Assign clients to tax services during tax season • Review tax returns for accuracy • Submit signed returns for processing • Review updated tax plans post-tax season • Prepare/review extended individual and business tax returns
• Experience in public accounting and taxes • CPA license expected • Deep understanding of tax preparation • Willingness to improve tax skills • Ability to meet deadlines • Ability to handle multiple tasks • Ability to self-manage time • Working in a remote, digital environment • Working in a team environment • Customer service oriented • Great communicator • Willingness to learn and improve • Passion for helping small business owners save money in taxes
• 50% of individual health insurance company paid with HSA available • 100% of vision insurance • Unlimited PTO • STD/LTD insurance paid • Up to a 4% match on 401k • Computer equipment provided • Flexible work hours • Fully virtual job • Payment for Becker CPA review if needing it • CPE and CPA licensure paid • Bonus Potential of up to 10-20%
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