Enrolled Agent Tax Specialist

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.)