Tax Professional

Unique Legacy Financial Firm; Fort Worth (TX); Hybrid; USD 50,000 - 70,000; Part time

Benefits offered by this job

Continuing education credits

Employee discount

Life insurance

Mileage reimbursement

Opportunities for advancement

Paid time off

Retirement plan

Work from home

Flexible Schedule

On call schedule

Job summary

Unique Legacy Financial Firm is seeking a Tax Professional to join their team in Fort Worth, Texas. This hybrid position requires 16 hours in-office weekly and involves preparing tax returns, analyzing financial situations, and providing personalized tax solutions. Ideal candidates will have experience in tax preparation, though training is provided. The role offers continuing education credits, flexible scheduling, and opportunities for advancement in a supportive work environment.

Qualifications

• 1 year of experience in tax preparation preferred.
• Excellent written and verbal communication skills.
• Ability to work independently and part of a team.
• Detail-oriented and organized mindset.
• Positive attitude and willingness to learn.

Responsibilities

• Prepare and file federal, state, and local tax returns.
• Analyze accounts for tax-saving opportunities.
• Stay updated on tax laws and compliance.
• Provide tax-related client support and expert advice.

Skills

Tax preparation

Financial accounting

Excellent communication

Detail-oriented

Organizational skills

Education

High school or equivalent

Tools

Tax software

Job description

Overview

We are seeking a detail-oriented and knowledgeable Tax Professional to join our team. The ideal candidate will have knowledge or experience as a tax professional, but if you don't have any experience, we will still train you. This role is essential for ensuring compliance with tax regulations and providing accurate financial reporting. The Tax Professional will work closely with clients to analyze their financial situations and provide tailored tax solutions.

PLEASE NOTE THAT THIS JOB IS HYBRID (16 HOURS IN OFFICE WEEKLY REQUIRED). CONTACT US FOR MORE INFORMATION.

Responsibilities

• Prepare and file federal, state, and local tax returns for individuals and businesses.
• Conduct thorough account analysis to identify tax-saving opportunities.
• Maintain up-to-date knowledge of tax laws and regulations to ensure compliance.
• Utilize tax software.
• Assist clients with inquiries related to their tax situations and provide expert advice on financial matters.
• Attend various team meetings, classes, and seminars.
• Follow all company policies and procedures.
• Follow all due diligence procedures.
• Support the sales team by bringing in clientele.
• Support the sales team by providing necessary documentation for client transactions.

Qualifications

• Proven experience in tax preparation and financial accounting preferred, but NOT REQUIRED.
• Excellent communication skills, both written and verbal, to effectively interact with clients.
• Ability to work independently as well as part of a team in a fast-paced environment.
• Detail-oriented mindset with strong organizational skills.
• Always have a positive and ready to learn attitude.

Benefits

• Continuing education credits.
• Employee discount.
• Life insurance.
• Mileage reimbursement.
• Opportunities for advancement.
• Paid time off.
• Retirement plan.
• Work from home.
• Flexible Schedule.
• On call schedule.

Education

• High school or equivalent (Required).
• Experience: Tax: 1 year (Required).
• Language: English (Required).
• License/Certification: PTIN (Preferred).
• Willingness to travel: 25% (Preferred).
• Work Location: In person.
• Job Types: Seasonal, Contract.
• Compensation Package: 1099 contract.
• Bonus opportunities: Commission only, Performance bonus.