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Benefits offered by this job
Medical coverage with wellbeing programs
401k Retirement Savings Plan
Tax prep benefit for eligible associates
Flexible/remote opportunities
Job summary
A national tax services company is seeking an Experienced Tax Professional to work remotely, supporting clients through virtual tax interviews and providing tax planning assistance. The ideal candidate will have substantial experience and a CPA or Enrolled Agent certification, with strong analytical and communication skills to deliver exceptional client service. This role offers flexibility and the potential for professional growth within a supportive team environment.
Qualifications
5+ years of experience in accounting, finance, bookkeeping or tax.
Experience conducting virtual tax interviews.
Must complete continuing education and meet IRS and state requirements.
Responsibilities
Conduct tax interviews with clients using virtual tools.
Grow client relationships and increase client retention.
Provide tax planning and audit support as applicable.
Skills
Strong customer service skills
Effective communication
Analytical and problem-solving abilities
Education
High school diploma or higher
CPA or Enrolled Agent certification
Tools
MS Teams
Outlook
Job description
A national tax services company is seeking an Experienced Tax Professional to work remotely, supporting clients through virtual tax interviews and providing tax planning assistance. The ideal candidate will have substantial experience and a CPA or Enrolled Agent certification, with strong analytical and communication skills to deliver exceptional client service. This role offers flexibility and the potential for professional growth within a supportive team environment.