Role Description - Prepare tax returns for individuals and families - Work 100% remotely from anywhere in the U.S. - Build your own client base (we show you how!) - Offer financial services with full support from our team Qualifications - PTIN (Preparer Tax Identification Number) issued by the Internal Revenue Service - EFIN (Electronic Filing Identification Number) - Optional, higher level Requirements - PTIN allows you to legally get paid for filing taxes - Quick and easy to obtain (we guide you through it!) - EFIN allows you to file tax returns electronically under your own business - Great for those who want to operate independently and scale Benefits - Bonus based on performance - Flexible schedule - Fully Remote – Work from anywhere - Certified in all 50 states - Little to NO startup cost - IRS Due Diligence Training provided - FREE Social Media Marketing Training - Weekly Support & Training Meetings - Access to a strong, supportive community - Step-by-step onboarding guidance Income Potential - Charge $450 minimum per return - File just 50 returns = $22,500 income - Scale up to 100+ returns and increase your earnings significantly - The more clients you serve, the more you earn — no cap on income Perfect For - Beginners looking for a new income stream - Entrepreneurs wanting to start a tax business - Anyone interested in financial services - Side hustlers ready to scale income Contact Information - Phone: 860-719-7403 - Business: Spiral Up Financial Services - I am accepting new team members and giving free quotes. - This is a remote position.

Collaborating cross-functionally within the firm to grow existing business and offer a variety of business solutions to customers and prospects. Developing excellent customer relationships with some of the top real estate companies in our markets

Title: Senior Tax Associate Location: Brentwood, Missouri, United States Work Type: Hybrid, Full Time Department: Tax And Accounting Job Description: Description About Gatewood At Gatewood, we're more than accountants — we are trusted partners helping families and business owners build enduring wealth with purpose. Gatewood Tax & Accounting integrates tax preparation, compliance, accounting, and CFO-level support into our holistic wealth services. With expertise and care, we work with clients to build a personalized plan for wealth that instills confidence for life's key moments. The Senior Tax Associate is the operational anchor of Gatewood Tax & Accounting. This person owns business and individual tax returns end-to-end across our diversified book — including S-corporations, partnerships, C-corporations, individuals, and trusts and estates — and works closely with our integrated team to deliver complete client service. Key Responsibilities Tax Preparation & Filing • Prepare passthrough returns (1120-S, 1065) including multi-state allocations, basis tracking, and K-1 production. • Prepare C-corporation returns (1120) including book-to-tax reconciliations, NOLs, and credits. • Prepare individual returns (1040), including business-owner returns with K-1s and Schedule C/E. • Prepare fiduciary returns (1041) for trusts and estates, including beneficiary K-1s. • File extensions on time. Support quarterly estimates, safe-harbor planning, and year-end close. Filing-Season Leadership • Own all major filing deadlines end-to-end — March 15, April 15, September 15, October 15 — plus quarterly cycles. • Conduct first-level review of returns prepared by junior staff or contract preparers. • Track status across the full book of returns and provide weekly visibility to leadership. Integrated Client Service • Serve as primary preparer-side contact for assigned engagements — manage client communication, data requests, and engagement follow-through. • Identify tax planning opportunities during compliance work and route them to the right specialist. • Coordinate across Gatewood teams: wealth advisors on personal tax strategy; the employer-sponsored retirement plan specialist on retirement-plan tax and strategic planning; and other GTA specialists in accounting and CFO services for clients with integrated needs. Process & Team • Contribute to process improvement, workflow documentation, and tax-technology evaluation. • Help onboard future team members as the department grows. • Maintain CPE and technical currency. Requirements • Minimum 3-5 years of public accounting tax experience (CPA firm, not solely industry). • CPA licensed or within 12 months of completion. • Demonstrated ability to own a business return end-to-end without line-by-line supervision. • Hands-on experience with at least one major professional tax platform (CCH Axcess, UltraTax, Lacerte, or ProSystem fx). • Excellent client service and written communication skills. • Ability to manage multiple deadlines with high accuracy under filing-season pressure. • Available to start no later than mid-June 2026. Preferred (Bonus) Qualifications • Multi-state compliance experience. • Fiduciary tax experience (Form 1041) for trusts and estates. • Exposure to international forms (5471, 5472, 8865, 8938, FBAR). • Accounting and bookkeeping software fluency (QuickBooks Online, Xero). • Familiarity with Practifi or other Salesforce-based practice-management platforms. • Specialty exposure: R&D credits, ERC, energy credits, cost segregation, or similar. • Prior experience in an integrated wealth management environment. Core Competencies These are the competencies that distinguish a successful Senior Tax Associate at Gatewood. We assess these throughout the interview process and use them to shape how we develop the role over time. • Technical Depth Across Entity Types. Owns partnerships, individual, fiduciary, and corporate (C-corp & S corp) returns end-to-end without line-by-line supervision. • Filing-Season Discipline. Manages multiple deadlines simultaneously with precision; identifies risks early and escalates with lead time. • Integrated Collaboration. Works seamlessly with wealth advisors, the retirement plan specialist, and accounting/CFO services teammates to deliver coordinated client outcomes. • Client-Facing Communication. Translates complex tax concepts into clear, plain language for business owners and families. • Judgment & Independent Ownership. Makes sound decisions on ambiguous facts, owns mistakes specifically, and asks for help on the right things at the right time. • Process & Technology Orientation. Improves how work gets done; engages with our tax-technology and Practifi integration roadmap rather than working around it. • Values Alignment. Brings expertise and care to every engagement; treats client problems as solutions to be built, not answers to be delivered. Benefits Gatewood offers a competitive salary with both individual and team-based incentive compensation, as well as a competitive benefits package. We pay 100% of a team member's health insurance, life insurance, short and long-term disability insurance, and offer a partially funded HSA option. Additional benefits include a company match 401(k) plan, education reimbursement, voluntary dental, and vision insurances. Gatewood offers 10 weeks of paid leave for the primary caregiver and 3 weeks for the secondary caregiver, tenure-based Paid Time Off, and part-time remote work opportunities.

Title: Tax Analyst Location: OTHER United States Job Description: Are you interested in being part of an innovative team that supports Westinghouse's mission to provide clean energy solutions? At WECTEC Staffing Services, a wholly-owned subsidiary of Westinghouse Electric Company LLC, we recognize that our employees are our most valuable asset and we seek to identify, attract and recruit the most qualified talent while recognizing and encouraging the value of diversity in the global workplace. About the role: We're looking for a Tax Analyst on behalf of our client. This is a 1-year contract assignment. It is a W-2 position. You will be responsible for moderate to complex projects. These projects associate with the maintenance of tax records and the preparation of tax returns. The tax returns may include all or specifically assigned returns, separate company corporate income tax returns, partnership tax returns, consolidated tax returns, and related reports. Location: Houston, TX 77024 Hybrid role - Training period will be ONSITE Monday & Friday - Work from Home : Tuesday - Thursday - In the Office. 1-year contract assignment.(W-2) Key Responsibilities: - Prepare federal/state/local income tax returns, schedules, extensions and payment estimates following our client's tax filing calendar - Conduct financial and economic analyses, preparing our client's financial plans and budgets and interpreting financial reports and tax returns - Research inquiries from government agencies regarding filings, compliance, and other claims Prepares tax calculations to support tax controversy analyzes - Conduct tax assumptions in project models - Perform other job-related responsibilities as assigned Qualifications: - Bachelor's Degree - Experience: 2+ years Our Safety Pledge to You: If you are as committed to your success as we are committed to your safety, then this is the position for you! For us, our guiding principle has always been and will continue to be the safety of our people. It's that simple! Why WECTEC Staffing Services? WECTEC Staffing Services delivers customer-focused solutions, offering everything from high-volume, cost-effective staffing to specialized niche roles, while maintaining best-in-class service. Our employees bring expertise across technical and corporate functions, supporting international contracts in over five countries. We invite you to explore opportunities within our distinguished global talent network. WECTEC Staffing Services offers competitive pay to all of our employees. Additionally, most positions qualify for benefits including the following: - Comprehensive Health and Income Protection Benefits - 401(k) Savings Plan - Paid Vacations for Qualifying Positions We are committed to transparency and equity in all our people practices. The base salary range for this position, which is dependent upon experience, qualifications and skills, is estimated to be $30.00/hr. to $35.00/hr.