Tax Pro - Remote

Overview

Tax Alchemy is seeking a dedicated and knowledgeable Tax Pro to join our dynamic team. In this role, you will become an essential part of our mission to provide exceptional tax planning services to our high net worth clients, helping them optimize their financial outcomes. You will leverage your expertise in tax preparation, compliance, and planning to provide strategic advice and work with our team to develop tailored tax plans for each client. You will meet with clients routinely build a strategic partnership and to provide implementation guidance. This is an exciting opportunity for an experienced tax professional who is passionate about making a difference for clients and thrives in a fast-paced, results-driven atmosphere. Join us and help us turn tax challenges into opportunities!

In Short

• Develop and maintain strong relationships with clients by providing exceptional service and support.
• Conduct onboarding calls with clients.
• Provide tailored tax planning and consulting services to clients.
• Lead quarterly implementation review calls with clients.
• Address complex, specific inquiries regarding tax strategies.
• Stay current with changes in tax laws and regulations to advise clients effectively.
• Respond to complex client questions in Slack channels.
• Collaborate with team members to enhance the overall tax service offering and improve processes.

Requirements

• Proven experience in tax preparation and planning.
• Strong understanding of tax laws and regulations.
• Excellent communication and interpersonal skills.
• Ability to manage multiple clients and projects simultaneously.
• Experience with financial software and tools.

Benefits

• Competitive salary and performance bonuses.
• Flexible working hours.
• Opportunities for professional development and training.
• Collaborative and supportive team environment.