Benefits:
401(k)
401(k) matching
Paid time off
Flexible schedule
If you love taxes and work hard to help clients find the best outcome, you will find a rewarding and stimulating work environment with us. We are a woman-owned business with a culture of kindness and excellence, we are a casual workplace, and want to build a team to grow with us.
We are a consulting firm specializing in helping small to medium-sized businesses succeed. We do bookkeeping, taxes, tax planning, and business advisory services. We treat our clients like partners and friends. We are small but growing and our most important goal is being a great place to work! We offer 401k, CPE and license fee assistance, and flexible schedules. We provide paid holidays, sick and vacation time to all employees, even part-timers. Since we are a small business, we do not offer healthcare.
We are looking for a Client Tax Specialist to join our team either seasonally or part-time with a 10-30 hour per week schedule. This could possibly turn into a full-time permanent postion down the road. You will be responsible for client tax returns and client services such as answering questions and doing research to find answers. You will be required to pass a skills test to be hired, only qualified candidates need apply.
Responsibilities:
Prepare individual tax returns and business returns, trust returns
Provide excellent customer service to our clients and potential clients
Do client consultations and address client questions about tax matters from a broad understanding of tax law
Assist clients with responding to notices from IRS and local agencies
Work with our small business clients and speak their language
Examine accounting records to produce accurate tax returns
Qualifications:
Enrolled Agent and PTIN required
Previous experience in tax preparation and broad tax knowledge
Military taxes, California taxes and Tennessee Business Tax experience are a plus
Friendly personality and a love of working with people
Excellent communication skills
Comfortable meeting and talking to clients and guiding them
Detail and deadline-oriented
Strong analytical, organizational, and problem-solving skills
ProConnect experience a plus
Experience:
Tax Experience: 5+ years preferred
License/Certification:
PTIN (Required)
Enrolled Agent (preferred)
Company's website:
www.kv.consulting
Company's Facebook page:
https://www.facebook.com/KVConsultingLLC
This is a remote position.