Tax Consultant

Tax Consultant

Job Type: Temp position thru the April.- Fully remote- only need to come to the office one day for orientation and laptop pick up.
Hours: 25-40 hours per week (flexible schedule)
Pay: $50+ per hour

Responsibilities

• Prepare and review tax returns and estimates for individual clients.
• Advise the Tax Compliance Team members on Tax Compliance processes, including, but not limited to, filing tax returns, making tax payments, tracking returns and payments, and taking fees.
• Assist Tax Compliance Team members on area processes for the April tax deadline.
• Work closely with other Tax Team members to ensure the needs of the department are met.
• This position handles confidential information, while maintaining a high level of client contact.  Integrity, discretion, and respect for confidential information are absolutely essential.

Education, Experience & Qualifications

• Bachelor’s Degree in business or accounting concentration. 
• Investment/Financial Services industry experience, with a strong foundation in back and middle office operations.
• Minimum 10 years’ experience in individual tax and/or tax compliance environment.
• Solid understanding of Investment Management concepts.

• Outstanding oral and written communication skills.
• Excellent organization skills, combined with persistence and good problem-solving skills.
• Strong interpersonal skills and the ability to interact effectively.
• Exercise judgment and use tact and discretion when handling complex and confidential matters, even in high stress situations.
• Ability to work well in a team environment and develop strong relationships with both department members as well as others through the office, including Trustees and Senior Management.

Skills

• Have both a strong work ethic and a sense of “getting it right”.
• Solid client service skills.

• Be a self-starter who is able to organize and manage own workload in a fast-paced environment.
• Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office.

Reporting & Classification

• This position will report to the Head of Tax. This is a hybrid  position.
• Looking for a  seasoned candidate with1040 filing experience will be considered.
• Ideal candidate will come from wealth management, Trust work experience or High Net worth tax preparation. 

…Pay Statement and Pay Transparency Laws: rate of pay listed is on a per hour basis. You will be entitled to health insurance once employed for 60 days and you must work 30 hours per week, on average, per month to enroll and maintain health insurance through Complete Staffing Solutions. Once both qualifiers are met you must complete the enrollment packet and your benefits will start on the first of the subsequent month. ..It is our policy to provide equal employment opportunity to all individuals regardless of race, color, sex, sexual orientation, religion, disability, age, veteran status, ancestry, national or ethnic origin or any other legally protected class. We are committed to a diverse workforce. We value all employees’ talents and support an environment that is inclusive and respectful. We are strongly committed to this policy, and believe in the concept and spirit of the law.#ZIP