Enrolled Agent Tax Specialist

Job Summary

A company is looking for a Tax Specialist Contractor.

Key Responsibilities

• Review 15-20 member profiles weekly and provide tax recommendations in coordination with Financial Planners
• Correspond with members to answer tax questions based on their service tier
• Research tax issues and create effective tax planning solutions

Required Qualifications

• 4+ years of experience in personal tax preparation and advice
• Enrolled Agent certification
• Ability to identify tax issues as they arise
• Deep understanding of tax law and regulations impacting individuals
• Experience with employee stock option plans (RSUs, ISOs, NSOs, etc.)