Responsibilities
- Serve as the primary client contact, ensuring their best interests are represented, with up to 50% of time spent meeting with clients via Zoom
- Create and deliver tailored tax plans to clients, and update those plans periodically
- Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and reaching out proactively
- Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution
- Coordinate the client’s tax preparation needs with the tax preparation team, and assist with client communication during tax season to ensure proposed strategies are implemented
- Remain updated on changes in tax laws and procedures
Benefits
- Unlimited vacation and sick days
- Health insurance
- 401(k) matching
- Ongoing, engaging training
- Autonomous work environment
- Best technology and automation on the market
- Annual $500 tech reimbursement for computer/tech accessories
Work Arrangement
Remote (Worldwide)
Team
Structure: Advisory team within a virtual CPA firm
Additional Information
- Must have clean background with no noise or distractions during remote work
- Business casual attire required for client interactions
- Video must be used in 80% of client communications
- Laptop provided by the company
