Remote Tax Pro: Optimize Client Savings & Strategy

Miracle Makers Multi-Services LLC; Orlando (FL); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Career Advancement Opportunities

Flexible Scheduling

Competitive Compensation

Job summary

A financial services company is seeking a knowledgeable Tax Professional to prepare clients’ tax filings and advise on strategies for maximizing savings. Responsibilities include conducting client meetings, educating on the tax process, analyzing financial records, and filing taxes timely. The ideal candidate holds a Bachelor’s degree in accounting, a valid PTIN, and has substantial experience in tax laws. This role is fully remote, offering flexibility and career advancement opportunities.

Qualifications

• Bachelor’s degree in accounting or related field is mandatory.
• Must have a valid Preparer Tax Identification Number (PTIN).
• Previous experience as a Tax Professional is essential.
• Knowledge of federal and state tax laws is required.

Responsibilities

• Conduct initial meetings with potential clients to discuss services and costs.
• Educate clients on the tax submission process.
• Analyze financial records to determine taxable income.
• Provide advice to clients on minimizing tax obligations.
• File taxes accurately and communicate with tax authorities as necessary.

Skills

Detail-oriented

Highly organized

Strong understanding of tax laws

Excellent mathematical skills

Strong verbal communication skills

Strong written communication skills

Education

Bachelor’s degree in accounting or a related field

Tools

Microsoft Excel

Accounting software

Job description

A financial services company is seeking a knowledgeable Tax Professional to prepare clients’ tax filings and advise on strategies for maximizing savings. Responsibilities include conducting client meetings, educating on the tax process, analyzing financial records, and filing taxes timely. The ideal candidate holds a Bachelor’s degree in accounting, a valid PTIN, and has substantial experience in tax laws. This role is fully remote, offering flexibility and career advancement opportunities.