Tax Agent

Job Description

We are seeking a detail-oriented Tax Agent to join our team. The ideal candidate will have strong knowledge of tax laws and regulations, with a focus on helping clients prepare and file their tax returns accurately.

Responsibilities

• Stay updated on tax law changes and IRS announcements.
• Offer personalized tax strategies tailored to clients' needs.
• Manage client accounts and maintain thorough records.
• Support the Tax Manager in compliance audits.
• Contribute to internal training programs on tax regulations.

Requirements

Education

• Bachelor's degree in Accounting or Finance
• Master's degree in Taxation is a plus

Experience

• Minimum of 3 years in tax advisory role

Technical Skills

• QuickBooks proficiency
• Knowledge of federal and state tax laws

Soft Skills

• Analytical skills
• Client relationship management

Certifications

• Enrolled Agent (EA)
• Certified Tax Coach (CTC)

Languages

• English: Fluent

Advantageous

• Familiarity with IRS regulations: Strong knowledge of IRS compliance requirements.
• Data analysis skills: Ability to analyze large volumes of financial data.

Benefits

• Comprehensive health coverage
• 401(k) with generous matching contributions
• Paid time off and holidays
• Professional development opportunities

Company Culture

• Continuous Improvement: We are committed to ongoing training and development.
• Inclusivity: We value diversity and welcome applicants from all backgrounds.
• Client-Centric Approach: Our clients are at the heart of everything we do.