Role Summary
Ascent Wealth & Tax Advisors is seeking a dedicated and growth-oriented Senior Tax Preparer / Tax Advisor to join our expanding team. This position is ideal for an experienced tax professional who is eager to expand their expertise into tax planning and advisory services. You will play a key role in preparing complex tax returns, consulting with clients, and helping them proactively minimize tax liabilities ahead of the busy season.

Schedule: Full-time, 8:00 AM – 5:00 PM CST or 9:00 AM – 6:00 PM CST
Location: Remote (Candidate must be able to work US Central Time Zone hours)

Key Responsibilities

• Tax Preparation: Accurately prepare and review federal, state, individual, and corporate tax returns.
• Tax Planning & Advisory: Learn and execute comprehensive tax planning strategies to provide proactive, value-driven advice to clients.
• Client Communication: Serve as a trusted point of contact for clients, addressing tax-related inquiries and guiding them through documentation requirements via platforms like the TaxDome portal.
• Cross-Functional Collaboration: Work closely with partners and team members to ensure timely and accurate deliverables during peak tax seasons.
• Continuous Learning: Rapidly master firm methodologies, software tools, and advanced tax planning frameworks.

Qualifications & Requirements

• Experience: Proven professional background in tax preparation and compliance.
• Willingness to Learn: High motivation and enthusiasm to transition from traditional tax compliance into strategic tax planning and advisory services.
• Schedule Flexibility: Ability to commit to a fixed full-time schedule aligned with the US Central Time Zone (either 8:00 AM – 5:00 PM CST or 9:00 AM – 6:00 PM CST).
• Technical Aptitude: Familiarity with modern tax software and secure client collaboration portals (TaxDome experience is a plus).
• Attention to Detail: Strong analytical and organizational skills with the ability to manage multiple return deadlines accurately.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations (for full-time roles only)

Note

• Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.