Full-time Tax Professional and Tax Planner

Hi there!
We are seeking a dedicated and experienced Tax Professional and Tax Planner to join our team. The ideal candidate will have a Preparer Tax Identification Number (PTIN), be well-versed in US small business and individual tax returns and possess knowledge of various tax planning strategies and software. If you are a Certified Public Accountant (CPA), Enrolled Agent (EA), or have equivalent experience, and have a passion for helping individuals and businesses optimize their tax situations, we want to hear from you.
Responsibilities:
• Prepare and review federal and state tax returns for individuals and small businesses.
• Stay up-to-date with tax laws, regulations, and changes to ensure compliance.
• Utilize tax planning software such as Corvee Tax Planner, Tax Plan Plus, or equivalent to develop tax-efficient strategies for clients.
• Provide guidance on tax-saving opportunities and deductions to minimize tax liabilities.
• Assist with tax audits and respond to IRS or state tax authorities' inquiries.
• Collaborate with clients to gather necessary financial information and documentation.
• Educate clients on tax strategies and help them make informed financial decisions.
• Use Drake tax preparation software to efficiently prepare and file tax returns.
• Research and analyze tax issues, including but not limited to the Agusta rule, family office and paying kids, QSBS exemptions, cost segregation, and research and development tax credits.
• Work closely with clients to ensure compliance with tax laws and regulations.
• Maintain accurate records of all client interactions and tax-related documents.
• Provide exceptional customer service and build strong client relationships.
Qualifications:
• Valid Preparer Tax Identification Number (PTIN) is required.
• CPA, EA, or equivalent level of study/experience preferred.
• Proven experience in preparing US small business tax returns.
• Familiarity with Drake tax preparation software is a plus.
• Proficiency in tax planning software such as Corvee Tax Planner, Tax Plan Plus, or equivalent is a strong asset.
• Knowledge or experience in tax planning areas including the Agusta rule, family office and paying kids, QSBS exemptions, cost segregation, and research and development tax credits.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Detail-oriented and highly organized.
• Commitment to maintaining confidentiality and adhering to ethical standards.
This is in Central Standard Time (CST).
This is a full-time job.
To get an interview please send email subject: TAX) the following:
1. Summary of your work experience. Please highlight if you have experience in using Drake tax preparation software and tax planning software such as Corvee Tax Planner, Tax Plan Plus.
2. PDF copy of your Resume/CV.
3. A screenshot of your internet speed.
4. A voice recording of a quick introduction of yourself.
5. PDF copy of DISC test results. Use this link for the test - /disc/ (Please include what personality the test identified you as) Please do not send me other DISC results, only from the one you took from that link.
Thank you and please complete submitting all of the requirements.