Accredited Tax Consultant

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

📋 Description

• Facilitate tax consultations through virtual meetings with military personnel and their families.

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

• Provide information and educational resources to assist participants with their tax situations and filing processes.

• Analyze intricate tax scenarios and interpret relevant regulations and guidance.

• Counsel participants on tax implications associated with military service, deployments, relocations, retirement, separation, multi-state residency, and other aspects of military life.

• Utilize independent professional judgment in evaluating tax situations and determining appropriate guidance and referral options.

• Manage participant caseloads, prepare for sessions, document interactions, and follow up on activities.

• Articulate complex tax concepts clearly to a diverse range of audiences.

• Handle sensitive and confidential participant information in accordance with privacy and security protocols.

• Operate independently with minimal supervision while collaborating within a distributed professional services team.

• Provide services during designated operating hours, including evenings and weekends for OCONUS participants.

• Ensure accurate and timely documentation is maintained.

• Perform other duties as assigned.

⛳️ Requirements

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

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

• Strong familiarity with the military community and its unique needs and challenges.

• Comprehensive understanding of military-specific tax issues.

• Demonstrated knowledge of federal and state individual income tax concepts.

• Proficient analytical, organizational, and documentation skills.

• Exceptional communication and customer service abilities.

• 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 prolonged periods of sitting and working on a computer.

• Must be able to obtain and maintain a Public Trust Tier II clearance.

• Must be current with filing federal, state, and local income taxes.

• No current delinquency on federal debt unless a payment plan is established.

• Previous experience supporting military populations, veterans, or military family programs is preferred.

• Prior experience with Military OneSource, financial counseling, or employee assistance programs is preferred.

• Strongly preferred: experience in tax research, tax advisory services, or financial education.

🏝️ 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 contributions.

• Life insurance coverage.

• Short-term and long-term disability benefits.

• Tuition assistance and opportunities for professional development.