· Communicating with the clients and assisting them with various tax situations.
· Be aware of different tax situations under OBBBA.
What will you be doing?
· Preparing/ Reviewing complex tax returns
· Communicating with the clients based on their tax situation.
· Demonstrating the ability to thoroughly understand the tax client's questions, conduct thorough research,
and provide comprehensive responses.
Required Qualifications
- Bachelor’s degree in accounting, Finance, Taxation, or a related field.
- Experience reviewing complex individual tax returns.
- Experience providing coaching, feedback, or quality reviews to tax professionals.
- Familiarity with tax preparation and tax review software.
- Previous experience in a remote or seasonal tax operations environment.
- Solid client service orientation and ability to explain tax concepts clearly.