We're looking for an experienced tax preparer who likes taking charge of client communication and admin work with their free time. You will join our new team working remotely with CPA guidance. We are paperless and tech-friendly, so you must be adept at using a CRM along with the tax software.
Prepare and review individual and business tax returns (1040, 1120)
Collect, organize, and review client documents for accurate filings
Prepare and send tax organizers to clients each season
Serve as a client point of contact, answering questions and following up on missing items
REQUIREMENTS
Active Enrolled Agent credential
1+ years of tax preparation experience
Proficiency with tax software and CRM together (we're using CCH Axcess and Microsoft Dynamics and Sharepoint)
A dedicated work office with a door that closes so you can work remotely in peace.
This opportunity is full-time or ¾ time if you prefer. The position is fully-remote. Health benefits are potentially available. 401k after one year. Visit our website to learn more about us. Residence in the USA is not required.