Tax Expert

Job Description We are seeking a highly motivated individual to join our team as a dedicated Tax Advisor. As a Tax Advisor, you will be responsible for providing expert tax advice and services to clients, helping them navigate the complexities of taxation.

Your primary responsibilities will include :

• Providing tax expertise to clients, including tax return preparation, tax advice, calculations, and software support;
• Assisting clients with simple to complex tax situations, such as personal and business income, deductions optimization, amendments;
• Facilitating discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice;

Utilizing resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.

Required Skills and Qualifications

To succeed in this role, you will need to possess the following skills and qualifications :

Proficient with technology, including tax preparation software and CRM / sales tools.

Benefits

We offer a competitive compensation package, including a base salary, cash bonus, equity rewards, and benefits. Our compensation is based on factors such as job-related knowledge, skills, experience, and work location.

Other Requirements

In addition to the above requirements, you must reside within the United States and possess or be able to obtain any related State licenses, certificates, permits, or bonds.

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