Remote Tax Specialist — Planning, Filings & Client Support

Heaven & Hope Consultants; United States; Remote; USD 50,000 - 61,000; Full time

Benefits offered by this job

Flexible schedule

Remote work

Job summary

Heaven & Hope Consultants is seeking a skilled Tax Preparer to prepare and review individual, partnership, and corporate tax returns using leading tax software. The role emphasizes accuracy, compliance, and clear client communication to gather necessary information and explain complex tax questions.

You will analyze financial documents, assist with tax planning strategies, and maintain meticulous records for audit readiness while supporting client growth through exceptional service.

Qualifications

• Proficient with advanced tax preparation software and regulations.
• Gather and analyze financial documents (W-2s, 1099s, balance sheets).
• Explain tax concepts clearly to clients and collect needed information.
• Assist with tax planning to optimize deductions and credits.
• Maintain organized records for audits and compliance.
• Support marketing and client relationships through high-quality service.

Responsibilities

• Prepare and review tax returns for individuals, partnerships, and corporations.
• Ensure compliance with federal, state, and local tax laws.
• Collect and analyze financial documents and data.
• Communicate with clients to obtain information and advise on questions.
• Provide tax planning guidance to maximize deductions and credits.

Skills

Tax law

Client communication

Attention to detail

Typing 10-key

Accounting basics

Tools

TurboTax

Drake Tax

QuickBooks

Sage

Job description

Heaven & Hope Consultants is seeking a skilled Tax Preparer to prepare and review individual, partnership, and corporate tax returns using leading tax software. The role emphasizes accuracy, compliance, and clear client communication to gather necessary information and explain complex tax questions.

You will analyze financial documents, assist with tax planning strategies, and maintain meticulous records for audit readiness while supporting client growth through exceptional service.