• Manage client communications via phone and email. • Follow up on outstanding documents and requests. • Provide updates on tax return status and workflow progress. • Coordinate appointments and scheduling. • Route technical tax questions to the appropriate team members. • Contact the IRS and Franchise Tax Board regarding notices and correspondence. • Pull tax transcripts and maintain detailed records. • Request penalty abatements and assist with administrative tax resolutions. • Research balances, payments, filing history, and notices. • Follow up on unresolved client matters. • Assist with LLC formations and business registrations. • Coordinate Secretary of State filings and Statements of Information. • Support S-Corporation election filings. • Track compliance deadlines and annual filing requirements. • Coordinate quarterly estimated tax payment schedules. • Maintain internal tracking systems and spreadsheets. • Support tax return workflow management and delivery. • Keep client records accurate and up to date. • Serve as a liaison between clients and internal departments.

Role Description As a Tax Consultant, you will be an integral part of our growing team, working closely with clients to deliver comprehensive tax preparation and strategy services. This role is perfect for a professional who is passionate about tax accounting, values client relationships, and is eager to make a difference in the success of women-owned businesses. Key Responsibilities: - Client Relationship Management: Lead client calls, present tax returns and strategies to clients. - Tax Preparation & Compliance: Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations. - Financial Record Management: Collect, organize, and input financial data into tax software, ensuring accuracy and completeness. - Client Onboarding: Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship. - Collaboration: Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation. Qualifications - 5+ years of tax preparation, particularly with LLCs and S Corporations. - Must have client-facing experience. - Bachelor's degree in Accounting, Business Administration or related field required. - Active CPA License Required. Requirements - Strong experience with ProConnect, QuickBooks Online, Microsoft Word, and the Microsoft Suite. - This role requires availability for 5 days a week during core hours (9-5 EST), with flexibility during slower periods. - Salary will be determined based on experience and qualifications. - We are currently accepting applicants from TN, NC, OH, FL, AL, IA, IL, TX, OR, OK, MA, VT. Benefits - Join a supportive, innovative team that values continuous learning, career progression, and work-life balance. - Empowerment with the autonomy to excel in your role while providing the resources and support needed to grow.

Role Description As a Tax Preparer, you will be an integral part of our growing team, working closely with clients to deliver comprehensive tax preparation services. This role is perfect for a professional who is passionate about tax accounting, values client relationships, and is eager to make a difference in the success of women-owned businesses. Key Responsibilities: - Tax Preparation & Compliance: Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations. - Financial Record Management: Collect, organize, and input financial data into tax software, ensuring accuracy and completeness. - Client Onboarding: Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship. - Collaboration: Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation. Qualifications - Detail-oriented, calm, and adaptable professional. - Strong background in client-focused service. - Passion for helping businesses grow. Requirements - Technical Skills Required: - Strong experience with ProConnect, QuickBooks Online, Microsoft Word, and the Microsoft Suite. - Must have prior experience in tax preparation, particularly with LLCs and S Corporations. - Work Schedule: Availability for 5 days a week during core hours (9-5 EST), with flexibility during slower periods. - Compensation: $15-$25 per hour, depending on experience. - Location: Accepting applicants from TN, NC, OH, FL, AL, IA, IL, TX, OR, OK, MA, VT. Benefits - Supportive, innovative team that values continuous learning and career progression. - Work-life balance with the autonomy to excel in roles. - Resources and support for employee growth.

• Lead the review and oversight of U.S. international tax compliance, including Forms 5471, 8858, 8865, 1118, 8991, 8992, 8993, and related reporting • Own and enhance core international tax calculations, including GILTI, Subpart F, foreign tax credits, and related modeling • Manage international components of the ASC 740 tax provision • Assist with the coordination and oversight of local country tax compliance, including statutory income tax filings, as well as audits and inquiries from U.S. and foreign tax authorities • Develop materials for foreign entity board meetings and governance processes • Partner cross-functionally to support tax planning, intercompany transactions, and business initiatives • Provide technical analysis and guidance on complex international tax matters, including law changes and structural considerations • Drive process improvements and identify opportunities to enhance efficiency, scalability, and controls across international tax processes • Serve as a key resource within the tax team, mentoring team members and helping build sustainable processes in a growing function.