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Certified Public Accountant CPA

| Austin



We are looking to recruit a dynamic, forward thinking, licensed tax professional that is passionate about the growth and success of individuals and small businesses. We want a smart and savvy individual that is looking to disrupt the Accounting industry. You must be customer and revenue-driven individual, comfortable in delivering accounting advice and assistance via new and novel mediums.

What you’ll do:

  • Provide tax advice and assistance to LegalZoom customers (individual and small business clients) on various aspects of the tax requirements and benefits
  • Train internal staff on tax-related topics and talking points to help drive revenue
  • Support Innovation team to help create accounting-based products and offerings
  • Collaborate and strategize with Senior Leadership team to support corporate objectives
  • Attend sales role plays and contact center call shadowing to
  • Implement tax strategies, provide advice about tax legislation and undertake related account administration on behalf of individuals and small businesses
  • Stay current on various tax laws and alert appropriate groups regarding changes and updates
  • Strategize with clients to minimize tax liability

You must have:

  • Certified Public Accountant (CPA) license in good standing
  • Significant knowledge of individual and business tax laws
  • Experience in selling tax related products and services
  • Able to explain financial concepts to clients with a degree of wit and personality via chat, email, or phone
  • Familiarity with financial statements
  • Exceptional organizational skills and aptitude for numbers
  • Excellent customer service and interpersonal skills
  • Enthusiasm for providing financial advice in an extremely fast-paced, non-traditional environment
  • The competence and confidence to tell clients what you would do if you were the client
  • Superb oral and written communication skills


The ideal candidate will have:

  • Minimum 3 years’ experience as a CPA
  • Excellent financial judgment and business acumen
  • Practical and commonsense skills to understand the needs of small businesses and start-ups
  • The ability to effectively translate accounting and financial principles to small business owners and start-ups in terms they will understand
  • Significant experience with providing tax advice to clients in person, over the phone, or via chat
  • Experience with creating and reviewing various tax and financial documents
  • Experience and general enjoyment working with small businesses and start-ups
  • The ability to prioritize work and manage deadlines

LegalZoom is an Equal Opportunity Employer, dedicated to diversity.

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9900 Spectrum Dr, Austin, TX 78717

What are LegalZoom Perks + Benefits

Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Onsite Gym
Retirement & Stock Options Benefits
Perks & Discounts
Company Outings

Additional Perks + Benefits

Benefits are an important part of your total rewards package here at LegalZoom. We offer a competitive and comprehensive benefits package with various choices for your and/or family members’ welfare needs. We provide these benefits not only to support you through important events in your life, but also to enhance your life outside work and help you prepare for the future.

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