Job Description:
• Conduct 45 minute client consultations via video calls to understand tax situations, gather key financial details, and identify filing needs and recommend tax-savings and planning opportunities during Eastern Time zone operating hours between 9 AM - 6 PM ET
• Build trust with customers and partners by delivering personalized tax consultations, clear guidance, and actionable tax planning recommendations tailored to each client's goals and circumstances.
• Provide written summaries following each consultation, documenting key findings, tax advice, planning recommendations, and required next steps
• Identify potential tax issues, risks, or optimization opportunities and recommend appropriate resolutions or strategies within scope of expertise
• Document client interactions, key decisions, and required follow-ups in a clear and structured manner to support accurate return preparation
• Share recurring client questions, edge cases, and process gaps with leadership and product teams to improve consultation workflows, tools, and overall client experience
Requirements:
• Active EA or CPA credential and a valid PTIN
• 5+ years of paid individual tax prep experience, including at least 30 returns prepared in each of the last two tax seasons with strong preference for remote work experience
• 2+ years of experience conducting virtual tax consultations and providing personalized tax planning recommendations to clients via video.
• Extensive experience preparing moderate to high-complexity returns, including multi-state, self-employment, rental, and investment income
• Proficient with professional tax software, comfortable navigating multiple systems and able to adapt quickly to new technology
• Experience working virtually with tax clients, including the use of client portals, e-signature platforms, secure document sharing, and online meeting tools
• Excellent written and verbal communication skills; able to explain complex tax concepts clearly and simply to customers
• Self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry.
Benefits:
• Offers Bonus