Seasonal Tax Professional
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Seasonal Tax Professional providing licensed tax advice and education on tax topics. Collaborating with teams to handle complex cases and developing participant resources in finance and tax.
Responsibilities:
- Provide direct, licensed tax advice to participants on complex topics, including: Tax implications of income changes, life transitions (e.g. marriage, divorce, relocation), and equity compensation
- Multi-state taxation, self-employment income, estimated payments, and amended returns
- Filing status decisions, deductions/credits eligibility, and retirement contribution impacts
- Collaborate with the Financial Guide team by handling escalated cases that exceed coaching and education scope
- Educate participants using clear, jargon-free explanations of IRS guidelines and implications
- Maintain accurate and timely documentation within Salesforce and align with internal case protocols
- Support seasonal participant needs during tax season and contribute to internal tax education efforts
- Assist in the development of participant-facing tax resources, FAQs, and training
Requirements:
- 3+ years of professional experience in tax preparation, planning, or education
- Current CPA, EA, or active PTIN required
- Strong communication skills with the ability to explain tax topics in accessible, jargon-free language
- Demonstrated understanding of financial wellness and behavioral finance principles
- Comfort with digital tools and documentation (e.g., Salesforce, email follow-up templates)
- Experience in both working independently and within collaborative teams
- Bonus: AFC®, CFP®, or experience in a financial wellness or coaching environment
- Must carry professional liability insurance
- Must comply with IRS requirements to maintain licensure
- Responsible for own tax filings and business setup as a 1099 contractor
Similar Jobs
Manager, US International Tax
International Tax Manager responsible for U.S. international tax compliance and financial reporting. Joining Hershey Company to foster professional growth and collaboration with key business stakeholders.
Tax Programmer I
Tax Programmer I designing, reviewing, and modifying programming systems for Taxwell's tax software. Serving customer support and ensuring functionality meets requirements.
Corporate Tax Summer Intern
IQVIA intern supporting Corporate Tax projects, handling income tax returns and compliance. Gain exposure to the healthcare industry and develop valuable skills in a global organization.
Tax Manager – International/Foreign
International/Foreign Tax Manager responsible for tax planning and consulting at Bowers Accountants & Advisors. Preparing complex tax returns and mentoring staff in accounting and advisory services.
Tax Manager – International Tax
International Tax Manager responsible for advising clients on tax implications and compliance in global operations. Leading projects and managing teams in public accounting at MGO.
Tax Advisory Associate
Advisory Associate at tax firm involved in tax planning and advisory services for clients. Communicating directly with clients to ensure best-in-class service with adherence to deadlines.
Senior Product Manager, Property Tax Optimization
Senior Product Manager building Kin's property tax optimization product from scratch in a remote-first environment.
Tax Manager
Tax Manager required with U.S. international tax expertise for fast-paced blockchain company. Collaborate with various teams to optimize tax processes and compliance.
Associate Director, Tax Operations
Associate Director for Tax Operations & State Allocation at Natera, leading tax strategy and compliance. Overseeing multi-state income sourcing and allocation for a publicly traded company.
Tax Manager
Tax Manager leading the U.S. and Canadian tax function for PaperWorks, overseeing tax compliance, planning, and audits. Collaborating with the finance team to implement effective tax strategies.
Consultant, Tax Technology
Tax Consultant supporting implementation of DMA’s TaxARC software solution for client engagements. Collaborating with senior teams while demonstrating independence in problem-solving and technical execution.
Manager, International Indirect Tax Advisory
Manager role providing international indirect tax guidance and support in a remote capacity. Working with clients to assist in managing indirect tax issues effectively.
Regional AVP - Tax, Retirement and Estate Planning Services
Regional AVP Tax role providing consultative tax, retirement, and estate planning expertise. Building relationships with advisors and assisting in proposal preparation for clients.
Tax Specialist
Tax Specialist managing international tax strategies and compliance for remote team in Spain. Work includes tax research, planning, and liaising with external auditors and authorities.
Tax Director – Partnership/LLC Pass-Through Entities, National Tax Office
Tax Director responsible for leading Partnership/LLC tax practice at CBIZ. Providing tax consultation and expertise across national offices while ensuring compliance and high-quality client service.
Senior Tax Manager
Senior Tax Manager overseeing global provision calculations and U.S. federal income tax at DocuSign. Collaborate with multiple departments and manage a high-performing team in a remote setting.
Senior Tax Analyst
Senior Tax Analyst executing and overseeing compliance for Command|Link's tax reporting functions. A proactive role requiring analytical skills and tax regulatory knowledge in a remote setting.
Senior Manager, Tax
Tax Senior Manager at Hims & Hers responsible for domestic corporate tax compliance and governance. Collaborating with external tax advisors and delivering accurate financial results in a remote environment.
Associate Tax Consultant, Property Tax
Associate Tax Consultant assisting with property tax assessments and state/local tax consulting. Supporting team members in maximizing tax savings and representing clients in appeals.
Senior International Tax Associate
International Tax Senior Associate specializing in compliance and advisory services for international tax issues. Leading client relationships and managing teams in a collaborative environment.