About the Role

Tax Consultant (CPA)

• United States - Remote (any location)

• Full-Time

• Tax Consultant (CPA)

Position Overview: Tax Consultant

As a Tax Consultant, you will be an integral part of our growing team, working closely with clients to deliver comprehensive tax preparation and strategy services. This role is perfect for a professional who is passionate about tax accounting, values client relationships, and is eager to make a difference in the success of women-owned businesses.

Key Responsibilities:

• Client Relationship Management: Lead client calls, present tax returns and strategies to clients.

• Tax Preparation & Compliance: Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations.

• Financial Record Management: Collect, organize, and input financial data into tax software, ensuring accuracy and completeness.

• Client Onboarding: Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship.

• Collaboration: Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation.

Who You Are:

We are looking for a detail-oriented, calm, and adaptable professional who excels in a virtual work environment. The ideal candidate is a seasoned tax preparer with a strong background in client-focused service and a passion for helping businesses grow.

Requirements:

• Software Proficiency: Strong experience with ProConnect, QuickBooks Online, Microsoft Word, and the Microsoft Suite.

• Experience: 5+ years of tax preparation, particularly with LLCs and S Corporations. Must have client-facing experience.

• Education: Bachelor's degree in Accounting, Business Administration or related field required

• License: Active CPA License Required

Work Schedule & Compensation:

• Schedule: This role requires availability for 5 days a week during core hours (9-5 EST), with flexibility during slower periods.

• Location: We are currently accepting applicants from TN, NC, OH, FL, AL, IA, IL, TX, OR, OK, MA, VT