Job Description

Job Description

Job Description

We’re hiring a skilled tax professional and enrolled agent to help clients file taxes more efficiently. You’ll educate businesses and individual clients on tactics to optimize their tax payments and advise them on how to save more in the future. You'll also prepare and submit tax filings, including 1040 and appropriate Schedules, 1041, 1023/1023-S, 706, 709, and related returns and filings. Applicants should be strong communicators who can simplify complex tax information and provide excellent customer service. If you pride yourself on a high level of accuracy in your work and love helping people, please apply today!

Our goal is to bring legal, financial, and tax under one roof, and have in-house tax planning and preparation for our estate planning and financial planning clients. You'll help build that vision into reality.

This position is full-time, year-round, and salaried with full benefits, including:

• Health, dental, vision, life, short-and-long-term disability (100% of employee premiums paid)
• 401(k) with 3% employer match
• PTO and Sick Time
• Hybrid work environment
• Licensing, dues, and CE expenses

$65,000 - $75,000 yearly

• Use all eligible tax benefits for the client
• Handle tax filings in an organized, secure manner to ensure each client’s privacy is protected
• Analyze each client’s financial records, including their income statements and previous tax returns to calculate the amount of taxable income each client possesses
• Tell clients about the tax process and what the deadlines are to make sure everything gets turned in on time
• Serve as a liaison between tax authorities and the client, submitting the final tax forms on their behalf

• At least five years of experience in tax preparation
• Solid written and verbal communication skills
• Has a valid PTIN from the Internal Revenue Service
• Familiar with basic computer skills, including Microsoft Excel
• Experience using standard tax software to file returns
• Experience handling both basic and advanced levels of tax service, and has in-depth knowledge of the tax code, state tax laws, and federal tax laws

• Valid and current Enrolled Agent license

Our mission is to provide comprehensive planning and probate services in every major metro area of North Carolina and assist 50,000 North Carolina families. Our vision is to be the leading authority in integrated, practical, fiduciary planning and probate services for North Carolina families.

We are committed to providing exceptional estate planning services with a focus on our Core Values: Client-First, Teamwork, Integrity, and Authenticity.

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