Accredited Tax Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct virtual tax consulting sessions utilizing secure telephonic and audio/video communication platforms.

• Provide information and education to aid participants in making informed decisions regarding their tax situations and filing requirements.

• Analyze intricate tax scenarios and interpret relevant regulations and guidelines to offer personalized consultations and recommendations to program participants.

• Counsel program participants on tax implications related to their military service, including deployments, relocations, retirement, separation, multi-state residency, and other aspects of military life.

• Utilize independent professional judgment to evaluate participant tax situations and determine suitable guidance and referral options.

• Manage participant caseloads autonomously, including consulting session preparation, documentation, and follow-up activities in accordance with program standards and ethical tax consulting practices.

• Articulate complex tax concepts clearly and professionally to a diverse audience with varying levels of financial and tax knowledge.

• Safeguard sensitive and confidential participant information in compliance with relevant privacy and security regulations.

• Work independently with minimal day-to-day supervision while effectively collaborating within a distributed professional services team.

• Provide services during established program operating hours, including evenings and weekends, to assist participants located Outside the Continental United States (OCONUS).

• Maintain accurate and timely documentation in line with program and compliance standards.

• Perform other duties as assigned.

⛳️ Requirements

• A minimum of two (2) years of experience in delivering tax preparation services.

• At least one active certification from the following: Enrolled Agent or Certified Public Accountant (CPA).

• Strong comprehension of the military community and the unique needs and challenges it faces.

• In-depth understanding of military-specific tax issues.

• Proven knowledge of federal and state individual income tax principles.

• Excellent analytical, organizational, and documentation abilities.

• Outstanding communication and customer service skills.

• Must be a US citizen.

• Capability to manage occasional surge workloads associated with major events or campaigns.

• Ability to work effectively in fully remote environments.

• Capacity to endure extended periods of sitting and working on a computer.

• Ability to obtain and maintain a Public Trust Tier II clearance.

• Must successfully pass a thorough credit check and background financial review; candidates must be current on filing federal, state, and local income taxes and cannot have any current delinquencies on federal debts, including taxes, student loans, or child support unless a payment plan is established.

🏝️ Benefits

• Health, dental, and vision insurance.

• Generous paid vacation and holiday leave.

• Flexible Spending Account (medical and dependent care).

• 401(k) plan with employer matching.

• Life insurance coverage.

• Short-term and long-term disability benefits.

• Tuition assistance and opportunities for professional development.