Tax Expert

Remote
Contracted
Experienced

We are seeking skilled and experienced Tax Professionals to join our FlowFi Network. As a Tax Professional, you will be responsible for acting as the primary point of contact for our end clients, performing individual contributor tasks typical of a tax professional. Your expertise in tax laws and regulations, combined with exceptional customer service skills, will help our clients navigate tax compliance and achieve successful outcomes.

Responsibilities:

Tax Preparation and Compliance

  • Prepare and review federal, state, and local tax returns for individuals, businesses, and other entities
  • Ensure timely and accurate filing of tax returns, including any necessary extensions
  • Identify and apply relevant tax deductions, credits, and exemptions to minimize client tax liabilities
  • Monitor tax law changes and ensure compliance with federal and state tax regulations
  • Advise clients on tax planning strategies to optimize their tax positions and reduce liabilities

Client Interface and Relationship Management

  • Serve as the primary point of contact for assigned clients, building strong relationships and understanding their unique tax needs
  • Coordinate with clients to gather necessary tax documents, clarify tax questions, and ensure compliance with filing deadlines
  • Provide clients with timely updates and insights on their tax situation, and offer recommendations for tax-saving opportunities
  • Address client inquiries and concerns in a professional, clear, and efficient manner, maintaining a high level of customer satisfaction

Process Improvement

  • Continuously evaluate existing tax preparation processes and identify opportunities for process improvements and increased efficiency
  • Collaborate with the management team to implement best practices, streamline workflows, and leverage technology to optimize tax services
  • Stay current on tax software and tools to improve the accuracy and efficiency of tax filings

Tax Research and Reporting

  • Conduct research on complex tax issues to ensure clients receive accurate and up-to-date tax advice
  • Assist in the preparation of tax-related reports, including income tax provision calculations, tax filings, and other tax-related documents
  • Assist with tax audits by providing necessary documentation and responding to inquiries from tax authorities as required

Qualifications:

  • Bachelor’s degree in Accounting, Finance, Taxation, or a related field; CPA, EA (Enrolled Agent) certification, or other tax-related certifications are highly preferred
  • Proven experience in tax roles, with a deep understanding of federal, state, and local tax laws and regulations
  • Experience working on multiple clients' tax returns each year, with a focus on diverse industries and complex tax issues
  • Strong interpersonal and communication skills to effectively interface with clients and team members
  • Exceptional analytical skills and attention to detail, with the ability to identify tax discrepancies and resolve tax issues
  • Proficient in tax preparation software (e.g., Intuit ProConnect, Thomson Reuters UltraTax) and Microsoft Office applications; ability to quickly learn new tools and systems
  • Ability to manage multiple clients and tasks with tight deadlines in a fast-paced environment
  • Knowledge of current tax laws, regulations, and compliance requirements
  • Commitment to providing exceptional customer service and delivering high-quality tax solutions

If you are a dedicated and motivated tax professional with a passion for delivering excellent client service and a strong knowledge of tax regulations, we encourage you to apply for our Senior Tax Professional role. Join our team and contribute to the success of our clients by providing expert tax services and guidance.

This role is fully remote and does not require a full, 40-hour commitment. Our Tax Professionals have the flexibility to work according to their schedules—whether that be 10 hours a week or a full 40 hours. Please note that compensation varies based on experience. This is a 1099 role servicing clients. You’ll be matched to clients based on your availability and expertise.

FlowFi is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from military service, or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for.

Share

Apply for this position

Required*
Apply with Indeed
We've received your resume. Click here to update it.
Attach resume or Paste resume
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

To comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.
Invitation for Job Applicants to Self-Identify as a U.S. Veteran
  • A “disabled veteran” is one of the following:
    • a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or
    • a person who was discharged or released from active duty because of a service-connected disability.
  • A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
  • An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
  • An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Veteran status


Voluntary Self-Identification of Disability
Voluntary Self-Identification of Disability Form CC-305
OMB Control Number 1250-0005
Expires 04/30/2026
Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Please check one of the boxes below:

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

You must enter your name and date
Human Check*