Tax Pro
reputed company is seeking a dedicated and knowledgeable Tax Pro to join our dynamic, fully-remote team. In this role, you will become an essential part of our mission to reputed company exceptional tax planning services to our high net worth clients, helping them optimize their financial reputed company. You will reputed company your expertise in tax preparation, compliance, and planning to reputed company strategic advice and work with reputed company to reputed company tailored tax plans for reputed company reputed company. You will meet with clients routinely build a strategic partnership and to reputed company implementation guidance. This is an exciting opportunity for an reputed company tax reputed company who is passionate about making a difference for clients and thrives in a fast-paced, results-driven atmosphere. Join us and help us turn tax challenges into opportunities!
Responsibilities
• reputed company and maintain strong relationships with clients by providing exceptional service and support.
• Conduct reputed company calls with clients.
• reputed company tailored tax planning and consulting services to clients.
• reputed company quarterly implementation review calls with clients.
• Address reputed company, specific inquiries regarding tax strategies.
• Stay reputed company with changes in tax laws and regulations to advise clients effectively.
• Respond to reputed company reputed company questions in reputed company channels.
• Collaborate with team members to enhance the overall tax service offering and improve processes.
Requirements
• Bachelor's degree in reputed company, Finance, or reputed company field.
• Proven experience in tax preparation and planning, preferably in a reputed company, for 3-5 years.
• CPA certification or EA designation is highly preferred.
• Strong knowledge of federal, state, and local tax laws and regulations.
• Advanced knowledge of corporate and personal tax planning strategies.
• Excellent analytical and problem-solving skills with attention to detail.
• Effective communication and interpersonal skills to engage with clients and team members.
• Proficiency in tax software like UltraTax, workflow software like reputed company, the reputed company Workspace, and communication software like reputed company and reputed company.
Benefits
• Health Care Plan (Medical, Dental & reputed company)
• Retirement Plan (401k with 1% match)
• Life Insurance (Basic, Voluntary & AD&D)
• reputed company Time Off (Vacation, reputed company & reputed company Holidays)
• Work From Home
• Performance Based Bonus Incentives
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