Licensed Tax Partner jobs in United States
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Hire-Agency · 8 hours ago

Licensed Tax Partner

Incite Tax is a company that helps small business owners manage their finances and minimize their tax burdens. They are seeking a Licensed Tax Partner who values flexibility and work-life balance while delivering exceptional services to clients. The role involves choosing services to execute, improving processes, and ensuring a smooth onboarding experience for new clients.

Staffing & Recruiting

Responsibilities

Choose the services you're passionate about (Bookkeeping, Profit First, Tax, CFO) and execute them with excellence
Deliver exceptional and timely services to your clients
Look for ways to improve existing processes and make our work more efficient and accurate
Make sure new clients have a smooth, stress-free onboarding experience
A team player who appreciates a lighthearted culture (dad jokes welcome)

Qualification

Tax AccountantCPAClient ManagementBookkeepingCFO ServicesProcess ImprovementTeam Player

Required

Tax Accountant with 5+ years of experience
CPA or EA
Experience working with clients and managing a book of business

Company

Hire-Agency

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Funding

Current Stage
Early Stage
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