About Us:
Mighty Wisdom is a financial planning and advisory platform committed to empowering individuals and small businesses through research-driven financial advice. Our mission is to guide our audience toward financial freedom by delivering actionable insights, expert analysis, and exclusive resources. We specialize in publishing high-quality research and providing strategic financial insights.
Job Summary:
We are seeking a motivated and detail-oriented Tax Services Associate with a background in tax preparation and planning. Ideal candidates will have a foundational knowledge of U.S. tax laws, with progress toward or completion of the CPA designation or Enrolled Agent (EA) certification. This entry-level role offers a unique opportunity to work in a dynamic environment and build expertise in individual and small business tax services.
Key Responsibilities:
- Assist in preparing and filing accurate federal, state, and local tax returns for individuals and small businesses.
- Support senior advisors in conducting tax planning sessions to identify savings opportunities and optimize client financial strategies.
- Research tax laws, regulations, and updates to ensure compliance and provide current advice to clients.
- Analyze client financial data to calculate estimated taxes and identify potential deductions and credits.
- Respond to client inquiries regarding tax matters, providing clear explanations and guidance.
- Organize and maintain accurate records of client tax documents and financial information.
- Collaborate with the team to prepare tax-related reports, summaries, and recommendations.
- Support audits or correspondence with tax authorities by gathering required documentation and preparing responses.
- Occasional weekend work may be required based on business needs.
Qualifications:
- Bachelor’s degree in accounting, finance, or a related field.
- Progress toward U.S. CPA (Certified Public Accountant) designation or Enrolled Agent (EA) certification is required.
- Strong understanding of U.S. tax laws, regulations, and filing requirements.
- Proficiency in tax preparation software and tools such as TurboTax, Drake, or similar platforms.
- Excellent analytical, organizational, and problem-solving skills.
- Strong written and verbal communication skills, with the ability to simplify complex tax concepts.
- Eagerness to learn, adapt, and grow in a fast-paced environment.
What’s in it for You:
- Hands-on experience in tax preparation and advisory services.
- Mentorship and support to complete your CPA or EA certification.
- Opportunities to work with a diverse client base and build a strong foundation in tax services.
Benefits:
- Flexible schedules and remote working opportunities.
- Weekly stipend for your contributions.
Join Mighty Wisdom and kickstart your career in financial planning and contribute to empowering clients on their journey to financial freedom.