Accredited Tax Consultants, REMOTE (BG26091544PL)
Role description
From the employerThe Bowen Group, a GTSC company, seeks Accredited Tax Consultants. These are
full-time remote positions. We have an immediate need for these consultants.
The Bowen Group, a values-led, industry leader in telehealth, strategic
communications, and wellness services and staffing, has an outstanding
opportunity for a Tax Consultant to join our team supporting the military
community.
Get ready to jump on board with the industry leader in the provision of wellness
services to the military and veteran communities!
Position Overview
You will provide tax consultations via virtual meetings with military members
and/or their families to assist with their tax filing questions and completing
their tax returns. You are not responsible for preparing tax documentation for
program participants.
Required Qualifications
- A baccalaureate degree from an accredited university or other accredited
institution of higher learning
- Minimum of two (2) years of experience providing tax preparation services
- At least one active certification from the following list:
- Enrolled Agent
- Certified Public Accountant (CPA)
- Strong understanding of Military community and military unique needs and
challenges
- Strong understanding of military-specific tax issues
- Demonstrated knowledge of federal and state individual income tax concepts
- Strong analytical, organizational, and documentation skills.
- Excellent communication and customer service skills
- Strong analytical, organizational, and documentation skills
- US citizenship
- Ability to support occasional surge workload tied to major events or
campaigns
- Ability to work in fully remote settings
- Ability to sustain prolonged periods of sitting and working on a computer
- Ability to obtain and maintain a Public Trust Tier II clearance
Preferred Qualifications
- Prior experience supporting military populations, veterans, or military
family programs preferred.
- Prior Military OneSource, financial counseling, or employee assistance
program experience preferred.
- Prior experience in tax research, tax advisory services, or financial
education strongly preferred.
Key Responsibilities
- Conduct virtual tax consulting sessions through secure telephonic and
audio/video communication platforms
- Provide information and education to assist participants in making informed
decisions about their tax situation and filing their tax paperwork
- Analyze complex tax situations and interpret applicable regulations and
guidance to provide individualized consultation and recommendations to
program participants
- Advise program participants on tax implications related to their military
service, deployments, relocations, retirement, separation, multi-state
residency, and other military lifestyle considerations
- Exercise independent professional judgment in assessing participant tax
situations and determining appropriate guidance and referral options
- Independently manage participant caseloads, consulting sessions preparation,
documentation, and follow-up activities in accordance with program standards
and ethical tax consulting practices
- Explain complex tax concepts clearly and professionally to diverse audiences
with varying levels of financial and tax literacy
- Handle sensitive and confidential participant information in accordance with
applicable privacy and security requirements
- Work independently with limited day-to-day supervision while collaborating
effectively within a distributed professional services team
- Deliver services during established program operating hours, including
evenings and weekends to support participants located Outside the Continental
United States (OCONUS)
- Maintain accurate and timely documentation consistent with program and
compliance requirements
- Other duties as assigned
Work Environment
- Fully remote.
- Occasional surge workload tied to major events or campaigns
Benefits
We offer a comprehensive benefits package for Full-time Employees to include the
following
- Health, dental, vision insurance.
- Generous paid vacation and holiday leave.
- Flexible Spending Account (medical and dependent).
- 401(k) with employer match.
- Life insurance.
- Short-term and long-term disability.
- Tuition assistance and professional development opportunities.
The Bowen Group is proud to be an equal opportunity employer, committed to
recruiting, hiring, and promoting qualified people of all backgrounds,
regardless of sex; race; color; creed; national origin; religion; age; marital
status; pregnancy; physical, mental or sensory disability; sexual orientation;
gender identity or any other basis protected by federal, state or local law.
Learn more about your EEO rights as an applicant.
The Bowen Group is committed to working with and providing reasonable
accommodation to applicants with physical and mental disabilities. If you have a
disability and require assistance with our online application process, please
tell us how we can help by contacting us at recruiting@thebowengroup.com
Note: This accessibility is intended for individuals requiring accommodations
and should not be used to check on the status of your application. Inquiries not
specific to requesting an accommodation will be discarded.
The Bowen Group participates in the E-Verify program in certain locations as
required by law. Learn more about the E-Verify program.