Tax Consultant

We are in need of an experienced tax professional to streamline our clients’ tax preparations. You’ll advise clients on tax optimization strategies and help them make smart financial decisions to maximize their long-term savings. Jobseekers should have great listening and customer service skills and the ability to convey complex tax information in an approachable way. If you’re a detail-oriented professional who enjoys helping people, we have a spot for you. Apply today!Compensation:

$75,000 - $100,000 yearly

Responsibilities:

• Minimize the client’s tax liability by using each tax deduction and credit available to them
• Serve as a liaison between tax authorities and the client, submitting the final tax forms on their behalf
• Honor client privacy by keeping confidential documents safe and organized
• Advise the client on tax planning steps they can take to ensure they fulfill all tax obligations and continue to pay the minimum amount of taxes in the future
• Set up meetings with clients to provide a consultation and a price quote

• Ensure taxes are filed on time by explaining the tax process to clients and informing them of all deadlines
• Schedule consultations to go over tax strategy with clients and provide a price estimate
• Analyze each client’s financial records, including their income statements and previous tax returns to suggest creative customized strategies
• Review each tax form to make sure everything is accurate and ensure tax compliance
• Serve as a liaison between tax authorities and the client, submitting the final tax forms on their behalf
• Honor client privacy by keeping confidential documents safe and organized

Qualifications:

• Bachelor’s degree in accounting, finance, or related field required
• Five years of experience working as a tax preparer
• Experience using standard tax software to file returns
• Proficient computer skills and experience with Microsoft Excel
• Excellent communication skills, both written and verbal

• Strong knowledge in Lacerte required
• Minimum 5 years' of tax preparation experience
• CPA or EA license preferred
• Strong communication and analytical skills
• Strong knowledge in QBO preferred
• Master's degree in taxation preferred

About Company

Legend Tax provides a wide range of services to accommodate each client's specific tax and financial situation. Our goal is to make life easier for clients by providing a one-stop shop for preparing tax returns, starting new businesses, organizing accounting data, and, if necessary, defending audits.

By fostering a culture of continuous learning, collaboration, and community engagement, our mission is to be the leading force in shaping the future of financial and tax solutions, making a positive and lasting impact on clients, employees, and the communities we serve.

Legend Tax strives to be the ultimate financial partner for businesses looking to scale to new heights, setting the industry standard for integrity, expertise, and innovation, driven by a relentless commitment to client’s success and financial well-being.