Overview
This role supports tax services for clients with complex personal tax needs. The position emphasizes first-level reviews of tax returns, client communication, and continuous improvement in tax compliance processes—using emerging trends and technologies to maintain expertise and quality.
Location
Anywhere in Country
Responsibilities
- Provide first-level reviews of tax returns while maintaining ongoing client communication
- Lead the assimilation of electronic data into tax reporting software
- Analyze complex data from multiple sources and prepare authoritative work papers
- Collaborate with tax and financial planning specialists to integrate holistic service delivery to clients
- Identify potential risks and opportunities to improve product and process quality
- Manage a team of tax professionals, ensuring they have the tools and knowledge to succeed
- Promote a flexible, collaborative culture within the team
- Stay ahead of emerging trends and technologies to maintain expertise as an authoritative tax professional
- Contribute innovative ideas to bring automation and efficiencies to the compliance process
Requirements
- Bachelor’s degree supported by relevant work experience
- Understanding of current automated tax processing systems and tax laws in your tax area
- Excellent influencing, analytical, and problem-solving abilities
- Commitment to continuous learning and development in a tax technology environment
- Proficiency in Microsoft Office tools
Preferred Qualifications
Compensation & Benefits
- Salary range (all geographic locations in the US): $90/hr to $120/hr
- Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
Additional Information
- Applications are accepted on an ongoing basis.
- Equal employment opportunities are provided without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
- Reasonable accommodation is available to qualified individuals with disabilities, including veterans with disabilities, in accordance with applicable law.