Tax Professional

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🕒 January 1

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The CommonWealth Initiative

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2012

💸 Finance

👥 B2C

Finance • B2C • Consulting

The CommonWealth Initiative is a Chicago-based financial planning and consulting firm specializing in budgeting, money management, and financial services. Their mission is to promote financial well-being for the common good through affordable and confidential services including financial coaching, business consulting, tax services, and insurance services. They aim to empower individuals and businesses by providing practical advice and strategies to enhance financial literacy and secure a better financial future.

📋 Description

• Prepare and file accurate federal and state tax returns for individual and business clients. • Gather and analyze financial data, including income, expenses, and deductions. • Conduct client consultations and interviews to assess financial documents and ensure compliance. • Review and validate completed tax returns for accuracy and thoroughness. • Stay updated on current tax regulations and pursue continuing education as needed. • Actively pursue opportunities to build and expand the client base.

🎯 Requirements

• Valid PTIN: Current Preparer Tax Identification Number (PTIN) for the current tax year. • Experience: 2-5 years in tax preparation or a related role. • Technical Proficiency: Experience with tax preparation software, and familiarity with Zoho CRM system. • Tech-Savvy: Proficient in MS Office, particularly Excel, and comfortable with virtual meeting platforms like Zoom. • Regulatory Knowledge: Strong understanding of federal and state tax laws. • Communication Skills: Excellent verbal and written skills, with the ability to explain complex tax information clearly.

🏖️ Benefits

• Competitive, commission-based compensation package with earning potential based on experience and sales performance.