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Tax Associate
East Coast
Posted on 12/30/2022
United States
Experience Level
  • Prepare personal and business tax returns (Forms: 1040, 1041, 1065, 1120, 1120S)across the United States
  • Provide tax advisory and planning servicesto a high volume of small business customers digitally (email, messaging, video, or phone) year round
  • Understanding tax obligations, helping with tax planning, helping businesses track and maximize deductions, etc
  • Distill complex business tax issues into a digestible manner making it easy for the SMB to understand
  • Be consultative in your approach and your recommendations to our SMB customers; including items such as accounting software, point of sale recommendations tax planning etc
  • Act as the SME on all things that impact an SMB's finances
  • Use cutting edge technologyto provide a world class experience to our SMB formationcustomers
  • Serve as the first line of customer support managing incoming phone calls and emails from customers. Answering tax questions related to SMB returns and assisting customers with successful completion of tax returns by requesting documents and providing directions on document upload process
  • Manage and resolve Tier 1 customer escalations
  • Bachelor's degree in Accounting, Finance, or TaxationwithanEA or CPA credential(required)
  • 1-5 years of relevant small business return experience in tax preparation and tax advisory, with working knowledge of federal and state tax compliance
  • Active PTIN preferred; Must achieve within 90 days of employment
  • Experience using tax software such as Lacerte orProConnectand bookkeeping software (QuickbooksOnline preferred)
  • Exceptional level of attention to detail and accountability to high-quality tax preparation standards
  • Enthusiasm for serving customers and working on a team with other like-minded tax experts, especially in a dynamic and evolving work environment
  • High-quality communication skills(written and oral)
  • Excel at organization and problemsolving with strong time-management skills
  • Remote Employees should confirm that the internet service available has adequate bandwidth to support all work processes

501-1,000 employees

Online legal documentation provider
Company Overview
LegalZoom is on a mission to democratize law, and they strive to improve people's lives in everything they do.