About Ring Tax
Ring Tax Accounting & Advisory is an Enrolled Agent firm in Lakeland, Florida. We serve business owners: S corporations, partnerships, and self-employed clients running real operations.
The firm is led by Cody Ring, an Enrolled Agent with an MBA and a background in multi-state business returns and IRS representation. We launched in January 2026 and we're heading into our first full tax season with a growing team.
We run differently from most tax firms:
Every client is on a fixed-fee package, with prices published on our website. No hourly billing and no surprise invoices.
Client work runs through a secure online portal, so answers are in writing and easy to find later.
If a task can be systematized, we systematize it. You'll help build those systems, not just follow them.
What You'll Do
Support Cody
Manage his calendar and protect it: consultations and client work come first, and meetings that don't need him stay off it.
Triage his inbox, flag what needs him personally, and draft routine replies for his review.
Keep his task list in priority order and track the commitments he makes on calls.
Prepare agendas and notes for team meetings, then chase the follow-ups.
Run client operations in TaxDome
Onboard new clients: engagement letters, organizers, portal setup, and a short video walkthrough when someone needs one.
Request documents and follow up in writing until they arrive.
Watch pipelines for stalled work, missed handoffs, and approaching deadlines.
Keep client records, task templates, and automations current.
Phones and scheduling
Answer our main line. Help current clients, and for new callers, quote our published package prices and book a consultation.
Keep clients updated on where their work stands, so nobody has to ask.
Route every tax question to the right professional instead of answering it yourself.
Billing and firm operations
Send invoices and collect the second installment that's due before a return is filed.
Run monthly billing for bookkeeping, payroll, and sales tax clients, and follow up on anything past due.
Keep firm software, vendor accounts, and renewals organized.
Track firm deadlines and projects, and flag anything that's about to slip.
Write and update procedures and templates as the way we work changes.
Coordinate logistics when new team members join.
What This Role Is Not
You won't prepare tax returns, give tax advice, or make technical accounting decisions. Those go to our Enrolled Agent. Everything around that work is yours, so the tax work never waits on paperwork.
What We're Looking For
Two or more years in an administrative, office, or client-service role
Organized, with follow-through nobody has to chase
Comfortable reminding people, including the owner, about what they've committed to
A clear, professional writer, since most client communication here is written
Comfortable on phone and video calls with clients
Quick to learn software and at home in cloud-based tools
Good judgment about what to handle yourself and what to escalate
Careful with confidential financial information
Florida resident
Preferred, not required: experience at a CPA, tax, law, or insurance office, or with TaxDome, Canopy, QuickBooks Online, or Microsoft 365.
What Success Looks Like
Cody spends his time on tax review, planning, and consultations instead of chasing paperwork
New clients are onboarded within two business days of signing
No document request sits without a follow-up
Invoices go out on time, and the second installment is in before a return is ready to file
Portal messages get an answer the same business day
Nothing stalls in TaxDome without someone noticing first
The team knows exactly who to go to for scheduling, logistics, and operations
Pay, Hours & Logistics
$18.00-$22.00 per hour, W2, non-exempt: overtime is paid, with advance approval
Full-time, 40 hours per week, Monday through Friday, daytime hours Eastern
Busiest from January through April 15
[2 Weeks of paid time off plus 6 paid holidays]
Fully remote; Florida residents only
Firm laptop and equipment provided
60-day introductory period
Target start: early December 2026
Confidentiality
We handle sensitive client financial and tax information. This role requires following firm procedures on confidentiality, multi-factor authentication, secure document handling, and approved software.
Client information never goes into personal accounts, outside storage, or unapproved tools, AI or otherwise. We'll train you on all of it. Offers are contingent on a background check.
If you keep track of loose ends without being asked and like turning a mess into a clear process, we'd like to hear from you.
Pay: $18.00 - $22.00 per hour
Expected hours: 40.0 per week
Benefits
Employee discount
Paid time off
Professional development assistance
Referral program
Application Question(s):
Do you currently live in Florida?
Can you work full-time, 40 hours a week, year-round, including January through April?
Have you used practice-management, CRM, or scheduling software at work, such as TaxDome, Canopy, Karbon, or Salesforce?
Work Location: Remote