Accredited Tax Consultants, REMOTE (BG26061143PL)

This is a remote position.

Position Overview

You will provide tax consultations via virtual meetings with military members and/or their families to assist with their tax filing questions and completing their tax returns. You are not responsible for preparing tax documentation for program participants.

Required Qualifications

• Minimum of two (2) years of experience providing tax preparation services
  
• At least one active certification from the following list:
  
  • Enrolled Agent
    
  • 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
  
• Strong analytical, organizational, and documentation 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
  
• Ability to pass a thorough credit check and background financial review: You MUST be up to date on filing federal, state and local income taxes. You CANNOT have any current delinquency on any federal debt: taxes, student loans, or child support UNLESS a payment plan is in place.
  

Preferred Qualifications

• 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.
  

Key Responsibilities

• Conduct virtual tax consulting sessions through secure telephonic and audio/video communication platforms
  
• Provide information and education to assist participants in making informed decisions about their tax situation and filing their tax paperwork
  
• Analyze complex tax situations and interpret applicable regulations and guidance to provide individualized consultation and recommendations to program participants
  
• Advise program participants on tax implications related to their military service, deployments, relocations, retirement, separation, multi-state residency, and other military lifestyle considerations
  
• Exercise independent professional judgment in assessing participant tax situations and determining appropriate guidance and referral options
  
• Independently manage participant caseloads, consulting sessions preparation, documentation, and follow-up activities in accordance with program standards and ethical tax consulting practices
  
• Explain complex tax concepts clearly and professionally to diverse audiences with varying levels of financial and tax literacy
  
• Handle sensitive and confidential participant information in accordance with applicable privacy and security requirements
  
• Work independently with limited day-to-day supervision while collaborating effectively within a distributed professional services team
  
• Deliver services during established program operating hours, including evenings and weekends to support participants located Outside the Continental United States (OCONUS)
  
• Maintain accurate and timely documentation consistent with program and compliance requirements
  
• Other duties as assigned
  

Work Environment

• Fully remote.
  
• Occasional surge in workload tied to major events or campaigns
  

Benefits

Benefits

We offer a comprehensive benefits package for Full-time Employees to include the following:

• 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.
  

GTSC Bowen Group is proud to be an equal opportunity employer, committed to recruiting, hiring, and promoting qualified people of all backgrounds, regardless of sex; race; color; creed; national origin; religion; age; marital status; pregnancy; physical, mental or sensory disability; sexual orientation; gender identity or any other basis protected by federal, state or local law.