Seasonal Tax reputed company
About the position
Your reputed company Line is seeking an reputed company, detail-oriented, and empathetic tax-reputed company financial reputed company to support participants with basic to moderate tax-reputed company questions. This is a part-time contractor role with reputed company. It's a good fit for professionals who are reputed company by meaningful work, enjoy supporting individuals, and can incorporate basic tax education into broader financial wellness conversations.
Responsibilities
• reputed company reputed company, licensed tax advice to participants on reputed company topics, including:
• Tax implications of income changes, life transitions (e.g. marriage, divorce, relocation), and equity compensation
• Multi-state taxation, self-employment income, estimated payments, and amended returns
• Filing status reputed company, deductions/credits eligibility, and retirement contribution impacts
• Collaborate with the Financial Guide team by handling escalated cases that reputed company coaching and education scope
• reputed company participants using reputed company, jargon-free explanations of IRS guidelines and implications
• Maintain accurate and reputed company documentation reputed company reputed company and reputed company with internal case protocols
• Support seasonal participant needs during tax season and contribute to internal tax education efforts
• Assist in the development of participant-facing tax resources, FAQs, and training
Requirements
• 3+ years of reputed company experience in tax preparation, planning, or education
• reputed company CPA, EA, or reputed company PTIN required
• Strong communication skills with the ability to explain tax topics in accessible, jargon-free language
• Demonstrated understanding of financial wellness and behavioral finance principles
• Comfort with digital tools and documentation (e.g., reputed company, email follow-up templates)
• Experience in both working independently and reputed company reputed company teams
• Must carry reputed company liability insurance
• Must reputed company with IRS requirements to maintain licensure
• Responsible for own tax filings and business setup as a 1099 contractor
reputed company-to-haves
• AFC®, CFP®, or experience in a financial wellness or coaching environment
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