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Unique Legacy Financial Firm

Tax Professional

Full-Time
No salary listed
Junior
Fort Worth, TX, USA
HybridSixteen hours in the office weekly are required; the posting also states 25% travel is preferred.
AccountingTax Accounting

About the job

Requirements
  • Knowledge or experience as a tax professional; candidates without experience will be trained.
  • Excellent written and verbal communication skills to interact effectively with clients.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • A detail-oriented mindset with strong organizational skills.
  • A high school diploma or equivalent.
  • At least 1 year of tax experience.
  • English language proficiency.
  • A reliable computer and home internet.
  • Willingness to follow company policies, procedures, and due diligence procedures.
Responsibilities
  • Prepare and file federal, state, and local tax returns for individuals and businesses.
  • Conduct account analysis to identify tax-saving opportunities.
  • Maintain current knowledge of tax laws and regulations to ensure compliance.
  • Utilize tax software.
  • Assist clients with tax-related inquiries and provide advice on financial matters.
  • Attend team meetings, classes, and seminars.
  • Support the sales team by bringing in clientele.
  • Support the sales team by providing necessary documentation for client transactions.
Desired Qualifications
  • Proven experience in tax preparation and financial accounting is preferred but not required.
  • A Preparer Tax Identification Number is preferred.
  • Willingness to travel 25% is preferred.

About the company

U

Unique Legacy Financial Firm

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