Accredited Tax Consultant

Posted 1ds ago

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Job Description

Accredited Tax Consultant providing virtual tax consultations to military members and families. Advising on military-specific tax situations, filings, and multi-state residency.

Responsibilities:

  • Provide tax consultations via virtual meetings with military members and/or their families
  • Conduct virtual tax consulting sessions through secure telephonic and audio/video communication platforms
  • Provide information and education to assist participants with tax situations and filing paperwork
  • Analyze complex tax situations and interpret applicable regulations and guidance
  • Advise participants on tax implications related to military service, deployments, relocations, retirement, separation, multi-state residency, and other military lifestyle considerations
  • Exercise independent professional judgment in assessing tax situations and determining guidance and referral options
  • Manage participant caseloads, session preparation, documentation, and follow-up activities
  • Explain complex tax concepts clearly to diverse audiences
  • Handle sensitive and confidential participant information according to privacy and security requirements
  • Work independently with limited supervision while collaborating within a distributed professional services team
  • Deliver services during established operating hours, including evenings and weekends for OCONUS participants
  • Maintain accurate and timely documentation
  • Perform other duties as assigned

Requirements:

  • Minimum of two (2) years of experience providing tax preparation services
  • At least one active certification: Enrolled Agent or Certified Public Accountant (CPA)
  • Strong understanding of Military community and military unique needs and challenges
  • Strong understanding of military-specific tax issues
  • Demonstrated knowledge of federal and state individual income tax concepts
  • Strong analytical, organizational, and documentation skills
  • Excellent communication and customer service skills
  • US citizenship
  • Ability to support occasional surge workload tied to major events or campaigns
  • Ability to work in fully remote settings
  • Ability to sustain prolonged periods of sitting and working on a computer
  • Ability to obtain and maintain a Public Trust Tier II clearance
  • Must be up to date on filing federal, state and local income taxes
  • Cannot have any current delinquency on federal debt unless a payment plan is in place
  • Prior experience supporting military populations, veterans, or military family programs preferred
  • Prior Military OneSource, financial counseling, or employee assistance program experience preferred
  • Prior experience in tax research, tax advisory services, or financial education strongly preferred

Benefits:

  • Health, dental, vision insurance
  • Generous paid vacation and holiday leave
  • Flexible Spending Account (medical and dependent)
  • 401(k) with employer match
  • Life insurance
  • Short-term and long-term disability
  • Tuition assistance and professional development opportunities