Tax Expert – Consultations

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

📋 Description

• Conduct 45-minute client consultations via video calls to assess tax situations, collect essential financial information, and determine filing requirements while recommending tax-saving strategies and planning opportunities during Eastern Time zone business hours, from 9 AM to 6 PM ET.

• Establish trust with clients and partners by providing customized tax consultations, clear guidance, and actionable tax planning suggestions tailored to each client's objectives and circumstances.

• Deliver written summaries after each consultation that detail key findings, tax advice, planning recommendations, and the necessary next steps.

• Identify potential tax issues, risks, or areas for optimization and propose suitable solutions or strategies within the scope of expertise.

• Maintain clear and organized documentation of client interactions, key decisions, and follow-up actions to support accurate return preparation.

• Communicate recurring client inquiries, unique cases, and process deficiencies to leadership and product teams to enhance consultation workflows, tools, and the overall client experience.

⛳️ Requirements

• Active EA or CPA license and a valid PTIN.

• Over 5 years of professional individual tax preparation experience, including the completion of at least 30 returns in each of the last two tax seasons, with a strong preference for remote work experience.

• A minimum of 2 years of experience in conducting virtual tax consultations and offering personalized tax planning advice to clients via video.

• Significant experience in preparing moderate to high-complexity tax returns, including multi-state, self-employment, rental, and investment income.

• Proficient in using professional tax software, comfortable navigating various systems, and able to quickly adapt to new technology.

• Experience working remotely with tax clients, utilizing client portals, e-signature platforms, secure document sharing, and online meeting tools.

• Excellent written and verbal communication skills; capable of explaining complex tax concepts in a clear and simple manner to clients.

• Self-motivated mindset—adaptable to change, eager to learn through experience, and excited to contribute to the evolution of the tax industry.

🏝️ Benefits

• Offers Bonus