REMOTE Tax Specialist (Part-Time, Wealth Advisory, EA required)
$40/h-$55/h
Jobota day ago
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RemotePart-timeSenior
Summary
Jobot is seeking a REMOTE Tax Specialist (Part-Time, Wealth Advisory, EA required) to join their team. The role involves providing comprehensive financial planning and wealth advisory services with a focus on tax planning.
About the Role
As a REMOTE Tax Specialist, you will be responsible for assisting clients with tax planning strategies, including Roth conversions and charitable donations. You will manage rental properties and business planning, develop strong client relationships, and stay updated on industry trends to provide accurate advice. This part-time position offers flexibility and the opportunity to work with a diverse range of clients.
About You
Required:
- Must hold an active Enrolled Agent (EA) certification.
- Minimum of 5 years of experience in financial planning, wealth planning, tax planning, or a related field.
- Proven experience in handling Roth conversions, charitable donations, rental properties, business planning, and real estate tax.
- Strong understanding of the mortgage industry and its financial implications.
- Excellent communication and interpersonal skills.
Preferred:
- Bachelor's degree in Finance, Business, or a related field.
- Proficient in financial planning software and other relevant technology.
Benefits
- Part-time 10-20 hours a week.
- REMOTE work environment.
- Seasonal position through April.
Jobot
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com. 🤖
Ellicott City, MD