Tax Expert

We are seeking skilled and experienced Tax Professionals to join our FlowFi Network. As a Tax Professional, you will be responsible for acting as the primary point of contact for our end clients, performing individual contributor tasks typical of a tax professional. Your expertise in tax laws and regulations, combined with exceptional customer service skills, will help our clients navigate tax compliance and achieve successful outcomes.

Responsibilities:

Tax Preparation and Compliance

• Prepare and review federal, state, and local tax returns for individuals, businesses, and other entities
• Ensure timely and accurate filing of tax returns, including any necessary extensions
• Identify and apply relevant tax deductions, credits, and exemptions to minimize client tax liabilities
• Monitor tax law changes and ensure compliance with federal and state tax regulations
• Advise clients on tax planning strategies to optimize their tax positions and reduce liabilities
  
  

Client Interface and Relationship Management

• Serve as the primary point of contact for assigned clients, building strong relationships and understanding their unique tax needs
• Coordinate with clients to gather necessary tax documents, clarify tax questions, and ensure compliance with filing deadlines
• Provide clients with timely updates and insights on their tax situation, and offer recommendations for tax-saving opportunities
• Address client inquiries and concerns in a professional, clear, and efficient manner, maintaining a high level of customer satisfaction
  
  

Process Improvement

• Continuously evaluate existing tax preparation processes and identify opportunities for process improvements and increased efficiency
• Collaborate with the management team to implement best practices, streamline workflows, and leverage technology to optimize tax services
• Stay current on tax software and tools to improve the accuracy and efficiency of tax filings
  
  

Tax Research and Reporting

• Conduct research on complex tax issues to ensure clients receive accurate and up-to-date tax advice
• Assist in the preparation of tax-related reports, including income tax provision calculations, tax filings, and other tax-related documents
• Assist with tax audits by providing necessary documentation and responding to inquiries from tax authorities as required
  
  

Qualifications:

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field; CPA, EA (Enrolled Agent) certification, or other tax-related certifications are highly preferred
• Proven experience in tax roles, with a deep understanding of federal, state, and local tax laws and regulations
• Experience working on multiple clients' tax returns each year, with a focus on diverse industries and complex tax issues
• Strong interpersonal and communication skills to effectively interface with clients and team members
• Exceptional analytical skills and attention to detail, with the ability to identify tax discrepancies and resolve tax issues
• Proficient in tax preparation software (e.g., Intuit ProConnect, Thomson Reuters UltraTax) and Microsoft Office applications; ability to quickly learn new tools and systems
• Ability to manage multiple clients and tasks with tight deadlines in a fast-paced environment
• Knowledge of current tax laws, regulations, and compliance requirements
• Commitment to providing exceptional customer service and delivering high-quality tax solutions
  
  

If you are a dedicated and motivated tax professional with a passion for delivering excellent client service and a strong knowledge of tax regulations, we encourage you to apply for our Senior Tax Professional role. Join our team and contribute to the success of our clients by providing expert tax services and guidance.

This role is fully remote and does not require a full, 40-hour commitment. Our Tax Professionals have the flexibility to work according to their schedules—whether that be 10 hours a week or a full 40 hours. Please note that compensation varies based on experience. This is a 1099 role servicing clients. You’ll be matched to clients based on your availability and expertise.

FlowFi is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from military service, or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for.

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