a platform for art and poetry housed within an apartment gallery in Brooklyn.
Tax Expert – Seasonal
Location
United States
Posted
20 hours ago
Salary
$40 - $42 / hour
Seniority
Senior
Job Description
Tax Expert – Seasonal
april april
• Conduct 45 minute client consultations via video calls to understand tax situations, gather key financial details, and identify filing needs and recommend tax-savings and planning opportunities during Eastern Time zone operating hours between 9 AM - 6 PM ET • Build trust with customers and partners by delivering personalized tax consultations, clear guidance, and actionable tax planning recommendations tailored to each client's goals and circumstances. • Provide written summaries following each consultation, documenting key findings, tax advice, planning recommendations, and required next steps • Identify potential tax issues, risks, or optimization opportunities and recommend appropriate resolutions or strategies within scope of expertise • Document client interactions, key decisions, and required follow-ups in a clear and structured manner to support accurate return preparation • Share recurring client questions, edge cases, and process gaps with leadership and product teams to improve consultation workflows, tools, and overall client experience
Job Requirements
- Active EA or CPA credential and a valid PTIN
- 5+ years of paid individual tax prep experience, including at least 30 returns prepared in each of the last two tax seasons with strong preference for remote work experience
- 2+ years of experience conducting virtual tax consultations and providing personalized tax planning recommendations to clients via video.
- Extensive experience preparing moderate to high-complexity returns, including multi-state, self-employment, rental, and investment income
- Proficient with professional tax software, comfortable navigating multiple systems and able to adapt quickly to new technology
- Experience working virtually with tax clients, including the use of client portals, e-signature platforms, secure document sharing, and online meeting tools
- Excellent written and verbal communication skills; able to explain complex tax concepts clearly and simply to customers
- Self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry.
Benefits
- Offers Bonus
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Role Description Estamos buscando um(a) Analista Fiscal para integrar nosso time e garantir a correta execução, conferência e acompanhamento das rotinas fiscais dos nossos clientes. Essa pessoa será referência técnica na equipe, alguém que alia conhecimento tributário à capacidade de organizar processos, apoiar assistentes e entregar com segurança e precisão. - Realizar fechamento e apuração de impostos dos clientes - Executar conferência de faturamento e retenções tributárias - Realizar encerramento de prefeituras e emissão de guias tributárias - Acompanhar a situação fiscal dos clientes e atender demandas de regularização - Prestar suporte técnico aos clientes com clareza e segurança - Apoiar e acompanhar assistentes no dia a dia operacional - Participar de reuniões de alinhamento pós-fechamento - Acompanhar as atualizações da Reforma Tributária e seus impactos - Sugerir melhorias nos processos e fluxos de conferência Qualifications - Formação em Ciências Contábeis com CRC ativo - Conhecimento em Simples Nacional (PGDAS, DAS, DEFIS) - Conhecimento em retenções tributárias e DIFAL - Familiaridade com obrigações municipais e encerramento de prefeituras - Experiência com sistemas fiscais e contábeis (Domínio, Sieg, Goob, Acessórias ou similares) - Desejável: familiaridade com ferramentas de atendimento como Digisac - Capacidade de análise operacional e conferência crítica Requirements - Visão analítica e atenção aos detalhes - Organização e responsabilidade com prazos - Boa comunicação para atendimento ao cliente e suporte à equipe - Proatividade e abertura para melhorias e inovação - Capacidade de adaptação em ambiente dinâmico - Liderança operacional e habilidade de orientar o time Benefits - Modalidade: remoto - Salário: R$ 3.400,00
• Conduct virtual tax consulting sessions through secure telephonic and audio/video communication platforms. • Provide information and education to assist participants in making informed decisions about their tax situation and filing their tax paperwork. • Analyze complex tax situations and interpret applicable regulations and guidance to provide individualized consultation and recommendations to program participants. • Advise program participants on tax implications related to their military service, deployments, relocations, retirement, separation, multi-state residency, and other military lifestyle considerations. • Exercise independent professional judgment in assessing participant tax situations and determining appropriate guidance and referral options. • Independently manage participant caseloads, consulting sessions preparation, documentation, and follow-up activities in accordance with program standards and ethical tax consulting practices. • Explain complex tax concepts clearly and professionally to diverse audiences with varying levels of financial and tax literacy. • Handle sensitive and confidential participant information in accordance with applicable privacy and security requirements. • Work independently with limited day-to-day supervision while collaborating effectively within a distributed professional services team. • Deliver services during established program operating hours, including evenings and weekends to support participants located Outside the Continental United States (OCONUS). • Maintain accurate and timely documentation consistent with program and compliance requirements. • Other duties as assigned.
• Serve as lead tax advisor for a portfolio of HNWI clients with international exposure. • Deliver customized planning for pre-immigration, expatriation, foreign trusts, inbound investments, and global estate structures. • Review complex U.S. tax filings and international information returns (e.g., Forms 3520/A, 5471, 8865, 8858, 8621, 8938, 1041, etc.). • Provide tax risk management and ensure quality standards on client work. • Supervise and mentor senior managers and other staff across locations. • Support the firm’s training, development, and retention strategy for PCS professionals. • Cultivate relationships with attorneys, private banks, wealth advisors, and other key intermediaries. • Contribute to thought leadership and external visibility through events, whitepapers, or webinars.
Tax Office Admin, Client Specialist – IRS Enrolled Agent Required
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• 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.



