CPA - Licensed Tax Professional
Sorry, this job was removed at 2:03 p.m. (CST) on Friday, June 28, 2019
By clicking Apply Now you agree to share your profile information with the hiring company.
Description
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.
Read Full Job Description