Tax Professional

CWI Insurance Services; United States; Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Commission-based pay

Remote work

Job summary

CWI Tax Services, Inc. is seeking an experienced tax professional to join as a seasonal, independent contractor. You will build and manage your own client base while providing accurate, efficient tax preparation services for individuals and businesses, working remotely.

The role emphasizes proactive client consultations, rigorous data analysis, and staying current with federal and state tax laws. If you have PTIN, 2–5 years of experience, and are tech-savvy with Zoho CRM and MS Office, this is a

Qualifications

• PTIN is required for the current tax year.
• 2–5 years of tax preparation experience.
• Experience with tax software and Zoho CRM.
• MS Office proficiency (Excel) and Zoom familiarity.
• Strong knowledge of federal and state tax laws.
• Excellent verbal and written communication.

Responsibilities

• Prepare and file accurate federal and state tax returns for individuals and business clients.
• Gather and analyze financial data including income, expenses, and deductions.
• Conduct client consultations to assess documents and ensure compliance.
• Review and validate completed tax returns for accuracy.
• Stay updated on tax regulations and pursue continuing education.
• Actively pursue opportunities to grow the client base.

Skills

Tax preparation

Client communication

Regulatory knowledge

Analytical skills

Education

Associate or Bachelor’s degree in Accounting/Finance/Business

Tools

Zoho CRM

Excel

Zoom

MS Office

Job description

This is a remote position. CWI Tax Services, Inc. is looking for an experienced and entrepreneurial-driven tax professional to join our team as a seasonal, independent contractor. This role requires a proactive professional who can build and manage their own client base while providing accurate, efficient, and high-quality tax preparation services. The successful candidate will work closely with clients to analyze their financial information, identify tax obligations, and prepare tax returns for individuals, businesses, and organizations. Exceptional customer service skills and a commitment to professional growth in tax laws and regulations are key to success in this position.

Key Responsibilities

• Prepare and file accurate federal and state tax returns for individual and business clients.
• Gather and analyze financial data, including income, expenses, and deductions.
• Conduct client consultations and interviews to assess financial documents and ensure compliance.
• Review and validate completed tax returns for accuracy and thoroughness.
• Stay updated on current tax regulations and pursue continuing education as needed.
• Actively pursue opportunities to build and expand the client base.

Requirements Required Qualifications

• Valid PTIN : Current Preparer Tax Identification Number (PTIN) for the current tax year.
• Experience : 2-5 years in tax preparation or a related role.
• Technical Proficiency : Experience with tax preparation software, and familiarity with Zoho CRM system.
• Tech-Savvy : Proficient in MS Office, particularly Excel, and comfortable with virtual meeting platforms like Zoom.
• Regulatory Knowledge : Strong understanding of federal and state tax laws.
• Communication Skills : Excellent verbal and written skills, with the ability to explain complex tax information clearly.

Preferred Qualifications

• Education : Associate or Bachelor’s degree in Accounting, Finance, Business, or related entrepreneurial experience.

Skills and Abilities

• Industry Knowledge : Deep understanding of the tax and financial services industry.
• Analytical Skills : Strong computational and problem-solving skills with high attention to detail.

Remote Working Requirements

• Equipment : Secure computer/laptop with stable internet access.
• Professional Environment : Ability to handle sensitive information securely and maintain a quiet, professional setting for virtual client consultations.

Benefits Compensation

CWI Tax Services, Inc. offers a competitive, commission-based compensation package, with earning potential based on your experience and sales performance.

Equal Opportunity Employer:

CWI Tax Services, Inc. is committed to fostering a diverse and inclusive work environment. We provide equal employment opportunities to all qualified candidates, regardless of race, color, sex, national or ethnic origin, nationality, age, religion, citizenship, disability, sexual orientation, gender identity, gender presentation, marital status, pregnancy, family structure, veteran status, or any other legally protected status. Our goal is to go beyond compliance, actively promoting fairness, respect, and inclusion in all aspects of our work.