Seasonal Tax Consultant with EA or CPA

Job Summary

To support a growing team, the full-time Seasonal Tax Consultant with EA or CPA will conduct remote client consultations, prepare tax returns, and provide tailored tax advice during the tax season from January through April 30th, 2027.

Key responsibilities

• Conduct 45-minute client consultations via video calls to assess tax situations and recommend tax-saving strategies
• Deliver personalized tax consultations and provide written summaries documenting key findings and next steps
• Identify potential tax issues and optimize strategies while documenting client interactions for accurate return preparation

Required qualifications

• Active EA or CPA credential and a valid PTIN
• 5+ years of paid individual tax preparation experience with at least 30 returns prepared in each of the last two tax seasons
• 2+ years of experience conducting virtual tax consultations and providing personalized planning recommendations
• Extensive experience preparing moderate to high-complexity returns, including multi-state and self-employment income
• Proficient with professional tax software and comfortable navigating multiple systems