Become a Tax Advisor providing comprehensive tax services to clients year-round. Benefit from ongoing expert support while utilizing advanced technology for efficient service delivery.
In this role, you will engage directly with clients and help them achieve their financial goals through effective tax planning and preparation. Ideal candidates will have strong interpersonal skills and a passion for guiding clients in complex tax situations.
Key Responsibilities:
• Build and maintain year-round client relationships
• Conduct detailed tax planning and preparation services
• Facilitate virtual tax interviews using advanced tools
• Promote client retention and expand service offerings
• Provide vital support with IRS matters and audits
Requirements:
• At least 5 years of relevant tax experience
• Experience with individual tax return preparation
• Proficient in conducting virtual communications
• CPA or Enrolled Agent certification is desirable
• Stro...