Role Overview
Are you ready to find an opportunity where your analytical problem-solving directly supports strategic financial planning? Are you a thoughtful, deliberate, and precise craftsman with an eye for managing details? Do you thrive in a systematic environment and enjoy structure with completing your work? We are looking for someone passionate about precision and problem-solving, and is ready to make a meaningful impact.
Responsibilities
- Assist in preparing tax returns.
- Ensure compliance with federal, state, and local tax regulations.
- Verify the accuracy of financial data and documentation.
- Collaborate with clients to gather necessary tax-related information and documents.
- Address client inquiries and provide thorough explanations regarding tax matters primarily via email.
- Support managers and advisors in maintaining strong client relationships with clear and professional communication.
- Conduct research on tax laws, regulations, and updates.
- Analyze tax implications for various financial transactions.
- Stay updated on changes in tax legislation and their impact on clients.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field
- Must have or be pursuing the requirements to be a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA)
- Strong tax research skills
- Demonstrated quality service mindset, strong technical aptitude, and critical thinking skills
- Excellent communication, time management, and project management skills; flexible and adaptable team player; and resourceful in delivering high-quality work
- 0-2 years of experience in tax or financial services
- Excellent communication skills (verbal, written, and listening
- Technically savvy and capable of integrating into a virtual work environment
- Works well with detailed assignments
- Experience with Google Drive
- Experience in Salesforce is preferred
- Demonstrates personal integrity, honesty, and can deal with confidential information daily
- Models professionalism in the workplace and when speaking with clients and vendors
- Ability to deal with stress in an ever-changing investment market and financial services
- Excellent time management and strong organizational skills, and the ability to prioritize multiple tasks and anticipate potential problems
Position Summary
Location: Remote
Status: Full-Time, Exempt
Compensation Range: $50,000 - $80,000 base pay; plus incentives and designation pay
Supervisor: Tax Manager
Benefits:
- Defined career path and upward mobility
- Flexible work schedule
- Unlimited vacation time
- Health, dental, and vision insurance
- Life Insurance
- 401(k) retirement plan with 5% company match
- Annual professional development allowance
- Education reimbursement opportunities
- Cell Phone / Internet Subsidy
- Paid maternity/paternity leave for the birth or adoption of a child
- Office set-up allowance
- Branded clothing allowance
- Reimbursement for costs associated with certifications & maintaining CE's
- Company-owned laptop computer provided