Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email Prepare complete and accurate tax returns Generate business growth, increase client retention,...
CPA or Enrolled Agent certification Experience completing complex tax returns 5+ years of experience in accounting, finance, bookkeeping or tax Experience conducting virtual tax interviews that create...
Tax Senior Responsibilities: Review and manage tax returns, ensuring accuracy and compliance with current tax laws. Provide strategic tax planning and consulting to clients....
Tax Manager Responsibilities: Research, review, and organize tax documents Maintain tax compliance and consulting to a diverse base of clients Oversee, train, and mentor tax professionals Business development...
Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email Prepare complete and accurate tax returns Generate business growth, increase client retention,...
Preferred Qualifications Familiarity with ProSeries Business or Accounting Degree. Certified Public Accountant. Essential Duties: Prepare and file complex tax returns on behalf of company....
Organizing and analyzing clients’ financial information Establishing and updating client records Preparing necessary forms for filing taxes Advising clients about tax liabilities and other tax-related...
detailed reviews of tax work papers and provision calculations completed by other associates Review tax returns, tax research, tax communications, and other requested deliverables Communicate proactively...
Tax Manager Responsibilities: Lead and manage tax compliance, reporting, and filing processes for clients. Develop and implement tax planning strategies to minimize tax liabilities....
Build year-round client relationships Provide tax preparation, tax audit support and tax planning year-round Create confidence in our clients by conducing tax interviews face to face and through virtual...
Begin the tax return by entering client and W-2 information into the tax program Assist with the closing of the interview by assembling the tax return, obtaining required signatures, reviewing the finished...
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Tax Specialist Online Courses and Training Opportunities
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