Enrolled Agent (Seasonal Tax)

Overview

Seasonal Credentialed Tax Associate

December-May 40-55hr/week

Remote, USA

$38/hr, $57/hr overtime

We're here to make legal and tax help accessible to all. Since 2001, millions of customers have counted on us to officially start and run businesses, protect brands and intellectual property, and prepare tax returns for small businesses, partnerships and individual

As a Seasonal Tax Preparer You will:

·       Prepare personal and business tax returns (Forms: 1040, 1041, 1065, 1120, 1120S) across the United States, including relevant state forms 

·       Provide tax advisory and planning services to a high volume of small business customers digitally (email, messaging, video, or phone) year round

·       Understanding tax obligations, helping with tax planning, helping businesses track and maximize deductions, etc. 

·       Distill complex business tax issues into a digestible manner making it easy for the SMB to understand. 

·       Be consultative in your approach and your recommendations to our SMB customers; including items such as accounting software, point of sale recommendations tax planning etc. 

·       Act as the SME on all things that impact an SMB's finances

·       Use cutting edge technology to provide a world class experience to our SMB formation customers

·       Provide delightful, high-quality customer service while utilizing company practices and procedures to answer routine tax questions and documenting interactions with clients  

You have:

·       Bachelor’s degree in Accounting, Finance, or Taxation with an EA or CPA credential (required)

·       1-3 years of relevant small business return experience in tax preparation and tax advisory, with working knowledge of federal and state tax compliance  

·       Experience using tax software such as Lacerte or ProConnect and bookkeeping software (Quickbooks Online preferred) 

·       Exceptional level of attention to detail and accountability to high-quality tax preparation standards 

·       Enthusiasm for serving customers and working on a team with other like-minded tax experts, especially in a dynamic and evolving work environment   

·       High-quality communication skills (written and oral) 

·       Excel at organization and problem solving with strong time-management skills  

TCWGlobal is an equal opportunity employer. We do not discriminate based on age, ethnicity, gender, nationality, religious belief, or sexual orientation.

Salary : $38 - $57