Description
We're growing and looking for a motivated tax professional who's eager to learn, grow, and build lasting relationships with clients over time.
This isn't your typical cubicle job. You'll work directly with clients, prepare tax returns, and start learning the planning and advisory side of the profession; with a supportive operations team handling the admin side so you can focus on your craft.
We care more about attitude and curiosity than experience. If you're someone who asks "why," loves problem-solving, and wants a clear path to growth, you'll fit right in here.
Responsibilities
- Help the client plan for future tax payments and tell them what actions they can take to pay less later on
- Serve as a liaison between tax authorities and the client, submitting the final tax forms on their behalf
- Arrange meetings to discuss tax services and give price estimates
- Handle tax filings in an organized, secure manner to ensure each client's privacy is protected
- Ensure taxes are filed on time by explaining the tax process to customers and informing them of all deadlines
Qualifications
CPA candidateDesire to gain a solid foundation in individual and business taxationExcellent communication skills and attention to detailEager to grow into a trusted advisor role over timeComfortable with modern, cloud-based softwareSense of humor (most important!)