What are the responsibilities and job description for the Tax Professional position at Legacy Tax Advisors?
About Us
Legacy Tax Advisors is one of the fastest-growing tax software and training companies in the South. We partner with motivated individuals who want to launch or grow their tax career. Whether you’re brand new or already have some experience, we’ll give you the training, software, marketing, and mentorship to succeed.
Responsibilities
- Prepare and file accurate tax returns for individuals and businesses, ensuring compliance with all applicable laws and regulations.
- Maintain up-to-date knowledge of current tax laws, regulations, and financial concepts.
- Deliver exceptional customer service by addressing client inquiries and providing timely responses.
- Collaborate with team members to enhance overall service delivery and client satisfaction.
- Conduct financial analysis as needed to support clients' accounting needs.
- Follow compliance guidelines
What you need:
- Active PTIN (Preparer Tax Identification Number) – If you don’t have one yet, we’ll help you apply.
- Strong desire to learn, hustle, and build your own clientele
- Professionalism, integrity, and attention to detail
- Ability to work independently and meet deadlines
Benefits:
- Flexible schedule
- Access to Work anywhere
- Training & Development
- Mentorship
- Seasonal
Important Note
Legacy Tax Advisors does not provide clients directly. This role is designed for motivated preparers who want to build their own book of business with the right tools, training, and support system behind them.
Job Types: Full-time, Part-time, Seasonal
Pay: $40,000.00 - $60,000.00 per year
People with a criminal record are encouraged to apply
Work Location: Remote
Salary : $40,000 - $60,000