State Licensed Tax Consultant

Job Summary

Providing virtual tax consultations, the full-time State Licensed Tax Consultant will assist military members and their families with tax filing questions and guidance while working remotely.

Key Responsibilities

• Conduct virtual tax consulting sessions through secure communication platforms
• Analyze complex tax situations and provide individualized consultation and recommendations
• Manage participant caseloads, documentation, and follow-up activities in accordance with program standards

Required Qualifications

• Minimum of two years of experience providing tax preparation services
• At least one active certification as an Enrolled Agent or Certified Public Accountant (CPA)
• Strong understanding of military-specific tax issues and the unique needs of the military community
• Ability to obtain and maintain a Public Trust Tier II clearance
• US citizenship with no current delinquency on federal debt unless under a payment plan