Accredited Tax Consultants, REMOTE (BG26091544PL)

The 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 [email protected]

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.