Missouri Licensed Tax Professional

Job Summary

To support a growing client base, the seasonal Missouri Licensed Tax Professional will remotely conduct tax interviews, prepare accurate tax returns for individuals and small businesses, and provide consultative advice to clients regarding their financial goals.

Key responsibilities

• Conduct tax interviews and prepare tax returns using virtual tools while ensuring compliance with IRS regulations
• Establish rapport with clients by understanding their financial goals and identifying potential tax savings
• Stay updated on tax laws and technology to enhance client service and improve tax expertise

Required qualifications

• Three years of tax preparation or review experience required; a bachelor's degree in accounting, finance, or a related field is preferred
• Experience with IRS transcripts, amendments, and prior year return identification
• Strong knowledge of tax law and the ability to explain personal tax concepts to clients
• Analytical skills to interpret and resolve complex tax situations
• High school diploma or equivalent and internet speed of at least 15 Mbps