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Tax & Accounting Consultant – Part-Time / Remote
Job Summary
Kaizen Compass LLC is seeking an experienced and detail-oriented Tax & Accounting Consultant to join our growing tax and accounting practice on a part-time, remote basis.
The primary focus of this position is to provide professional tax and accounting consultations to individual and business clients through phone calls and virtual meetings.
The ideal candidate has a strong understanding of U.S. tax laws, individual and business tax preparation, and accounting practices, along with excellent communication skills and the ability to independently guide clients through tax-related questions and financial matters.
This position offers flexible working arrangements and the opportunity to transition into a full-time role as our firm continues to grow.
Key Responsibilities
- Conduct professional tax and accounting consultations with individual and business clients via phone and virtual meetings.
- Provide guidance on federal and state tax regulations, filing requirements, deductions, credits, and compliance matters.
- Advise clients on individual and business tax matters, including tax planning and tax-saving opportunities.
- Explain tax-related concepts and accounting procedures clearly and professionally.
- Evaluate clients' tax and accounting needs and recommend appropriate services.
- Provide guidance on business taxation, including sole proprietorships, LLCs, partnerships, S corporations, and C corporations.
- Assist with the preparation, review, and filing of individual and business tax returns when needed.
- Address general bookkeeping, payroll, and financial reporting questions.
- Maintain accurate client records and protect confidential financial information.
- Stay informed about changes in federal and state tax laws and regulations.
Required Qualifications
- Professional experience in U.S. individual and business taxation.
- Strong knowledge of federal and state tax laws, filing requirements, and compliance procedures.
- Experience preparing or reviewing individual and business tax returns.
- Ability to independently conduct tax consultations and respond to client inquiries.
- Excellent verbal communication and interpersonal skills.
- Ability to explain complex tax and accounting matters in a clear, understandable manner.
- Strong organizational skills, accuracy, and attention to detail.
- Ability to work independently in a remote environment.
Preferred Qualifications
- Enrolled Agent (EA), Certified Public Accountant (CPA), or equivalent professional tax experience.
- Experience with business tax returns, including Forms 1120, 1120-S, and 1065.
- Experience providing tax advisory or consultation services directly to clients.
- Knowledge of QuickBooks or similar accounting software.
- Familiarity with bookkeeping, payroll, and financial statement preparation.
- Experience with professional tax preparation software.
What We Offer
- Flexible part-time schedule.
- Remote work opportunities.
- Competitive hourly compensation based on experience and qualifications.
- Potential for full-time employment as the company grows.
- Professional and collaborative work environment.
- Opportunity to contribute to the growth of an expanding tax and accounting practice.
How to Apply
Interested candidates should submit their resume directly through Indeed.
Please include a brief description of your experience in individual and business taxation, particularly your experience conducting client consultations over the phone or through virtual meetings.
We are especially interested in candidates who are comfortable independently answering client questions, explaining tax matters, and providing professional tax guidance.
Pay: $30.00 - $45.00 per hour
Expected hours: 15.0 – 25.0 per week
Benefits:
- Work from home
Work Location: Remote