What are the responsibilities and job description for the Tax Strategist position at Prudent Tax Pros?
Overview
We are seeking a knowledgeable, entrepreneurial-minded, and detail-oriented Tax Strategist to join our dynamic team. The ideal candidate will possess a strong understanding of tax regulations and financial principles, enabling them to provide strategic advice and solutions to our clients. This role requires a proactive approach to acquiring new clients, analyzing financial data, preparing tax documents, and ensuring compliance with all relevant laws.
Duties
- Prospect for new clients.
- Develop and implement tax strategies that align with clients' financial goals.
- Prepare and review tax returns for individuals and businesses, ensuring accuracy and compliance.
- Conduct thorough financial statement preparation and analysis to identify potential tax savings.
- Perform financial auditing to ensure adherence to regulations and standards.
- Analyze complex financial data to provide insights and recommendations for tax planning.
- Manage account reconciliation processes, ensuring all transactions are accurately recorded.
- Collaborate with clients to understand their financial needs and provide tailored solutions.
- Prepare comprehensive financial reports, interpreting results for clients in an understandable manner.
- Stay updated on changes in tax laws and regulations, advising clients accordingly.
Experience
- Must be an Enrolled Agent or CPA
- Proven experience in tax preparation, accounting, or financial services is essential.
- Proficiency in accounting software is required for efficient data management and reporting.
- Strong financial acumen with the ability to interpret complex financial reports effectively.
- Experience in financial report writing is preferred, showcasing the ability to communicate findings clearly.
- Familiarity with account reconciliation processes is advantageous.
- A background in financial auditing will be considered a plus.
This is a sales position with no base salary, 100% commission and unlimited earnings potential. We invite qualified candidates who are passionate about tax strategy and committed to delivering exceptional client service to apply for this exciting opportunity.
Job Types: Full-time, Contract
Pay: $50,000.00 - $150,000.00 per year
Benefits:
- Flexible schedule
- Work from home
Schedule:
- Day shift
- Monday to Friday
- Weekends as needed
Language:
- English (Required)
License/Certification:
- Enrolled Agent (Required)
Shift availability:
- Day Shift (Required)
- Night Shift (Preferred)
Ability to Commute:
- Orlando, FL 32801 (Required)
Ability to Relocate:
- Orlando, FL 32801: Relocate before starting work (Required)
Work Location: Hybrid remote in Orlando, FL 32801
Salary : $50,000 - $150,000