Capital Tax is looking for a 100% remote, full-time tax document coordinator to join our rapidly growing and high energy team. There will be a significant amount of training provided by our existing team to make sure our new team member is developed, not overwhelmed, and feels confident in the technical aspects of the job.
QUALIFICATIONS
- Bachelor's degree from a four year college preferred.
- Relevant professional experience preferred, but not necessary.
- Entrepreneurial spirit.
- Interest in building expertise in accounting and tax planning.
- Strong people skills to manage client accounts and get along with our friendly team.
ROLES & RESPONSIBILITIES
- Communicate with clients regarding document requests
- Maintain client relationships
- Smoothly onboard new clients
- Respond to client inquiries
- Perform basic tax research as necessary
- Arrange appointments and virtual meetings for associates
- Complete internal projects as the need arises
BENEFITS
Our Firm has a Value Sharing Plan (VSP) that rewards team members for driving revenue and thereby building value within our Firm. In addition to the VSP, our firm pays a competitive bonus. We operate as a "start-up" model to generate wealth for all team members as our firm grows, while offering competitive base compensation. Below are the components of the compensation:
- Competitive base salary
- Annual bonus plan
- Value Sharing Plan (VSP) based on the firm’s revenue growth over prior year
- Vacation, sick, and holiday paid time-off
- Health insurance
- 401K retirement plan, including employer match
- Work schedule is tailored to your life balance needs, including work from home
- Paid sabbatical every 5 years
WHAT IS UNIQUE ABOUT OUR FIRM
- We run ourselves like a start-up. We maintain a flat organization and are growing rapidly.
- We provide our team members with long term wealth accumulation potential with the Value Sharing Plan (VSP).
- We assist our clients with valuable tax planning strategies that increase their net worth. We also support small businesses, a segment of the economy that has significant impact on employment, innovation, economic vitality and living standards.
- Enticing mission, vision and cultural values.
- Exposure to wide range of business issues allows you to take ownership of client outcomes early
Job Type: Full-time
Pay: $25.00 - $40.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Paid training
- Profit sharing
- Retirement plan
- Sabbatical
- Vision insurance
- Work from home
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: Remote