Remote Tax Planning and Preparation Specialist | WFH

Job Title: Tax Preparation and Planning Specialist - Remote | WFH

Job Overview

Join our innovative team as a Tax Preparation and Planning Specialist, where your expertise will help shape the financial futures of our clients from the comfort of your home. We are seeking a dedicated CPA or EA to provide exceptional tax preparation and advisory services, ensuring a fulfilling and balanced professional experience.

Key Responsibilities

• Prepare and review tax returns for individuals, corporations, partnerships, and fiduciaries, ensuring accuracy and compliance.
• Collaborate closely with Financial Advisors to deliver tailored tax planning solutions aligned with our clients’ financial objectives.
• Engage in thorough tax research to stay current with federal, state, and local tax regulations.
• Assist clients in navigating tax audits, notices, and inquiries with clarity and support.
• Identify and implement effective tax-saving strategies to minimize client liabilities.
• Commit to ongoing professional development and learning to enhance your expertise within the field.
• Foster strong client relationships through personalized service and exceptional support.
  
  

Required Skills

• Certified Public Accountant (CPA) or Enrolled Agent (EA) certification is essential.
• Strong analytical and problem-solving skills, with the ability to interpret complex tax regulations.
• Proficiency in tax preparation software and Microsoft Office Suite.
• Excellent communication and interpersonal abilities, enabling you to convey intricate tax concepts clearly.
• Detail-oriented and highly organized to ensure precision and compliance in all work.
  
  

Qualifications

• A minimum of 3 years of experience in tax preparation and planning is required.
• In-depth understanding of tax laws and regulations is crucial.
• Experience with wealth management clients is advantageous but not mandatory.
• Bachelor’s degree in Accounting, Finance, or a related field is preferred.
  
  

Career Growth Opportunities

We are dedicated to your professional journey, providing numerous opportunities for learning and advancement within our organization. Your growth is supported through continuous education and development initiatives.

Company Culture And Values

Our organization prides itself on a holistic approach to financial solutions, fostering a collaborative and supportive environment where unique perspectives are valued. We believe in redefining the financial services landscape with sophistication and personality.

Compensation And Benefits

• Competitive salary and performance-based bonuses.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Retirement plan with company matching to help secure your future.
• Profit-sharing plan to support your long-term financial aspirations.
• Generous paid time off and holidays to promote a healthy work-life balance.
• A vibrant and enjoyable workplace that prioritizes teamwork and collaboration.
  
  

Employment Type: Full-Time