Overview
A tax advisory role is available for someone interested in supporting creatives and freelancers by preparing their tax returns and helping them understand their finances.
Responsibilities
- Prepare tax returns for clients, primarily creatives and freelancers.
- Conduct 1-on-1 phone and video appointments to gather necessary information and assist clients with financial goals.
- Communicate complex tax information clearly and empathetically to clients.
- Maintain accuracy and attention to detail in handling sensitive financial data.
- Engage in ongoing learning, mentorship, and professional development related to tax law and client communication.
Requirements
- Strong communication skills with the ability to explain complex tax concepts in an understandable way.
- Empathy and patience to support clients who may be stressed or confused.
- High level of personal responsibility and attention to detail.
- Self-starter attitude with strong time management and problem-solving skills.
- Comfortable using various software tools related to tax preparation.
- Minimum of 3 years of freelance experience to understand the unique tax situations of independent contractors.
- Experience in tax preparation, accounting, or bookkeeping is a significant plus but not required.
- Self-awareness and willingness to ask for help and collaborate.
Training
- A fully paid, 12+ week full-time training program is provided before the tax season begins.
- Training covers tax law, financial fluency, and client communication skills.
- Ongoing education and mentorship continue throughout each tax season.
Work Schedule
- 100% remote work from any location.
- Full-time work during January through April, including some weekends.
- Flexible schedule from May through December, typically 3 days per week, with options to work more for increased earnings.
Compensation
- 1st year: $35,000 (full-time Jan-April + 3 days/week May-Dec) or $45,000 (full-time Jan-April + 5 days/week May-Dec)
- 2nd year: $45,000 (full-time Jan-April + 3 days/week May-Dec) or $55,000 (full-time Jan-April + 5 days/week May-Dec)
- 3rd year: $50,000 (full-time Jan-April + 3 days/week May-Dec) or $60,000 (full-time Jan-April + 5 days/week May-Dec)
Benefits
- Comprehensive health, dental, and vision insurance coverage.
- Five weeks of paid vacation annually.
- 401(k) matching program.
- Cell phone plan coverage.
- Access to company media accounts.
Inclusion
The organization values inclusion, diversity, and respect, fostering a welcoming and safe environment for all employees and clients regardless of race, ethnicity, gender identity, sexual orientation, culture, religion, geographic location, education, socio-economic background, or other differences.
Location
- This is a fully remote position.
Projected Start Date
Application Deadline
- Applications accepted through August 23, 2026.