Kavaliro · 1 day ago
Tax Strategist
United States
Full-time
Remote
Entry Level
$56K/yr - $62K/yr
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Responsibilities
Directly engage with clients to explain recommended tax strategies via a zoom presentation.
Clearly communicate tax concepts and entity structuring options.
Determine and recommend appropriate tax strategies based on client needs and company guidelines.
Discuss and advise on entity structuring to optimize tax outcomes.
Ensure all client interactions are accurately documented and recorded.
Complete and maintain call checklists and related documentation in a timely manner.
Maintain an organized schedule to manage multiple client appointments and interactions efficiently.
Coordinate and prioritize client meetings and follow-ups.
Review and verify all client information and documentation for accuracy.
Ensure all recommendations and strategies are detailed and comply with relevant regulations.
Handle multiple client interactions daily with professionalism and efficiency.
Balance client needs and priorities while providing high-quality service.
Qualification
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Required
Excellent verbal and written communication skills.
Strong ability to explain companies core tax strategies and entity structuring clearly to clients.
Attention to detail in completing documentation and maintaining accurate records.
Strong organizational skills for managing multiple client interactions and maintaining an efficient schedule.
Ability to handle multiple client interactions daily with professionalism and efficiency.
Experience in a client-facing role with a focus on tax or entity structuring.
Basic knowledge of tax laws and entity structuring.
Basic knowledge in using relevant software and tools for documentation and communication, including monday.com and g suite.
Ability to learn new software.
High school diploma or equivalency
Proficiency with email, internet, Microsoft Office, Apple OS, and Google Apps.
Strong ability to follow directions and seek clarification when needed.
Preferred
Preferred experience in customer service and/or small business support
Company
Kavaliro
Kavaliro is a staffing and recruiting company that offers IT, management, and administrative staffing services.
Founded in 2010
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Moore
Co-Founder and President
Recent News
The Business Journals
2023-12-23
University of Central Florida
2023-12-23
Business Journals
2023-06-21
Company data provided by crunchbase
