Waypoint Talent

Compensation

Full Description

Be a Tax Strategist full-time year-round! Full training on their strategies for a seasoned Tax Preparer or current Tax Advisor/Tax Strategist. All from your home office anywhere in the US. You'll be focused on effectively communicating tax strategies and entity structuring to clients who are growing their businesses. Your tax preparation skills, insight, and tax compliance passion will be appreciated by the entrepreneurs you advise. You’ll be a part of a growing team in an extremely entrepreneurial environment with advancement opportunities of your own. The team is stable and productive virtually, with short daily team meetings and a lot of client contact. Opportunity to learn tax strategies for business owners if you don’t already have this experience. YOU WILL NOT BE PREPARING TAX RETURNS IN THIS POSITION. You will be providing tax strategy to small business owners. You will ensure all interactions and documentation are handled accurately and timely. The opportunity requires you to have strong attention to detail, effective English communication skills, and the ability to manage multiple client interactions via video daily, while maintaining an organized schedule. Assume an average of four to six Zoom calls/day in an eight-hour day. You will earn a salary of $65-80K depending on your skills. There may flexibility with this range. This job ad does not have all the responsibilities and requirements and can be shared with you upon an interview. Interview process: Zoom interview with recruiter at recruiting firm (Waypoint Talent), then people at the firm and maybe a short assignment. Requirements: - Enrolled Agent license. Absolute minimum. Can have a CPA, but EA for sure. - Successful experience in a tax preparation role helping individuals with their 2024 and 2025 taxes. This is the bare minimum, and the salary is in line with this minimum. YOU WILL NOT BE PREPARING TAX RETURNS IN THIS POSITION. You might do a mock one later in the year to see if there are more tax savings needed for the person. -Strong interest and ability to explain core tax strategies and entity structuring clearly to clients, so must have basic knowledge of these. · Great English verbal and written communication skills to effectively communicate to clients via Zoom calls, phone and email. YOU'LL BE "ON AIR" A LOT! -Professional demeanor. -High School degree or GED. -Designated home office and ability to work roughly 8-5pm CST Monday through Friday as core hours. Remote office policy will be provided. -Software skills: At least basic knowledge of using relevant software and tools for documentation and communication including Monday.com, G Suite (all Google Apps), Zoom, Microsoft Office and Apple OS. A plus if you have these experiences: -Experience in a high-volume tax preparation environment. -Role as a Tax Strategist/Tax Advisor. -Experience in customer service and/or small business support. Job Type: Full-time Pay: $65,000.00 - $80,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • Paid time off • Professional development assistance • Retirement plan • Vision insurance Application Question(s): • Are you an Enrolled Agent (or CPA)? • Are you okay with being on Zoom client meetings and recorded with your clients? Work Location: Remote