Enrolled Agent for Individual Tax Consulting - Part-Time
Enrolled Agent for Individual Tax Consulting - Part-Time
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1 Vacancy
Job Description
To request a reasonable accommodation contact.KGA Inc. is committed to providing access equal opportunity and reasonable accommodation for individuals with disabilities in employmentservices programs and activities.
Job Description:
KGA provides employee assistance services to help organizations create and sustain a healthy engaged and productive workforce. Our services include robust Employee Assistance Programs professional development and training and other wellness services. With an emphasis on integrity responsiveness and respect we proudly serve over 300K employees and their family members nationwide.
KGA is committed to cultivating a culture that encourages the diverse voices of our employees and the people we value supporting the whole person and their specific needs. Together we strive to build a supportive & flexible work environment to care for our employees and the people we support. We believe it is crucial to promote the wellbeing of all.
At KGA we live our values through:
- Integrity
- Curiosity
- Contribution
- Diversity Equity Inclusion & Belonging
- Valuing the Whole Person
About the role:
The person in this position will assist the KGA Work Life team by providing 30-minute tax consultations as part of the Employee Assistance Benefit up to 5 hours per week. This volume increases during tax season (Approximately February 1st - April 15th yearly to about 10 hours per week. This position is remote.
Responsibilities Include:
- Provide 30-minute financial consultations as part of the Employee Assistance Benefit with focus on taxes
- Approximate caseload of 5-10 consultations per week outside of tax season
- Approximate caseload of 15-20 consultations per week during tax season
Skills:
- Strong working knowledge of federal and state tax codes and regulations
- Excellent interpersonal and communication skills with the ability to explain tax concepts in plain language
- Experience conducting virtual or telephonic consultations with individuals
- Ability to build trust and maintain client confidentiality and professional ethics
- Strong customer service skills
Education and Work Experience:
- Bachelors degree in Accounting Finance or related field preferred
- Active Enrolled Agent (EA) license in good standing with the IRS
- Minimum of 3 years of experience in preparing and reviewing individual tax returns
- Experience consulting with clients on tax planning deductions and strategies to minimize liabilities
- Familiarity with complex individual tax scenarios including investments self-employment real estate and retirement income
KGA has an award-winning workplace culture and supports flexible work arrangements.KGA was named on of the Boston Globes Top Places to Work in 2024!
We are an equal opportunity employer and do not discriminate on the basis of race religion national origin gender sexual orientation age veteran status disability or any other legally protected status.
Required Experience:
Senior IC
Employment Type
Contract
