Better Balance ยท 1 day ago
Part-Time Enrolled Agent - Client Tax Specialist
United States
Part-time
Remote
Senior Level, Lead/Staff
$45/hr - $50/hr
10+ years exp
Maximize your interview chancesHuman Resources
Hiring Manager
Jill Jacobs-Tunks
Insider Connection @Better Balance
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Prepare individual tax returns and business returns, trust returns (1040, 1041, 1120, 1120-S, 1065)
Provide excellent customer service to our clients and potential clients
Do client consultations and conduct seminars (materials and training provided)
Address client questions about tax matters from a broad understanding of tax law
Assist clients with responding to notices
Work with our small business clients and speak their language
Examine accounting records to produce accurate tax returns
Qualification
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Required
Previous experience of 10 years in tax preparation and broad tax knowledge
Understanding of S-Corporations and their tax implications
Friendly personality and a love of working with people
Excellent communication skills
Comfortable meeting and talking to clients and guiding them
Detail and deadline-oriented
Strong analytical, organizational, and problem-solving skills
Preferred
Military taxes, California taxes and Tennessee Business Tax experience a plus
ProConnect Software experience a plus
Benefits
401k
Paid sick and vacation time
License reimbursement
Retention bonus might be offered
Company
Better Balance
At Better Balance, we understand the benefits to people when they "Work Smart, Spend Smart and Do What They Love".
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Jill Jacobs-Tunks
Founder & CEO
Company data provided by crunchbase
