Taxation Specialist

Remote Full-time
For those who want to keep growing, learning, and evolving. We at Kelly® hear you, and we’re here for you! We’re seeking a Taxation Specialist to work at a cutting-edge company, in a remote capacity. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity. Salary/Pay Rate/Compensation: Hourly rate of $30-$60/hr (1099) for 10-20 hours a week through April. REMOTE OPPORTUNITY!! Why you should apply to be Taxation Specialist: - Join a company that is disrupting the wealth management industry with innovative technology and a unique planner model. - Be part of a culture that values excellence in client service and encourages participation in business evolution. - Embrace transformative change and contribute to a team that thrives on new ideas and diverse perspectives. - Work in an inclusive environment that celebrates authenticity and ensures every voice is heard. What’s a typical day as Taxation Specialist? You’ll be: - Reviewing 15-20 member profiles per week and providing tailored tax recommendations in coordination with their Financial Planner. - Corresponding directly with members to answer their tax questions based on their service tier. - Researching tax issues to develop effective tax planning solutions and educating teammates and members on tax-specific inquiries. This job might be an outstanding fit if you: - Have 4+ years of experience in personal tax preparation and advice and are an Enrolled Agent. - Possess a deep understanding of tax law and regulations, particularly as they impact individuals, and can identify tax issues as they arise. - Are dedicated to developing a career in the financial services industry, with the potential for advancement within the company. What happens next Once you apply, you’ll proceed to next steps if your skills and experience look like a good fit. But don’t worry—even if this position doesn’t work out, you’re still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more. Helping you discover what’s next in your career is what we’re all about, so let’s get to work. Apply to be Taxation Specialist today! #cb #p1 As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community. Why Kelly®? As a worker today, it’s up to you to take charge of your career and look for opportunities to learn, grow, and achieve your potential. Helping you find what’s next is what we’re all about. We know what’s going on in the evolving world of work—just ask the 440,000 people we employ each year. Connecting with us means getting the support, guidance, and opportunities needed to take your career where you may have never imagined. About Kelly Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year. Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. For those who want to keep growing, learning, and evolving. We at Kelly® hear you, and we’re here for you! We’re seeking a Taxation Specialist to work at a cutting-edge company, in a remote capacity. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity. Salary/Pay Rate/Compensation: Hourly rate of $30-$60/hr (1099) for 10-20 hours a week through April. REMOTE OPPORTUNITY!! Why you should apply to be Taxation Specialist: - Join a company that is disrupting the wealth management industry with innovative technology and a unique planner model. - Be part of a culture that values excellence in client service and encourages participation in business evolution. - Embrace transformative change and contribute to a team that thrives on new ideas and diverse perspectives. - Work in an inclusive environment that celebrates authenticity and ensures every voice is heard. What’s a typical day as Taxation Specialist? You’ll be: - Reviewing 15-20 member profiles per week and providing tailored tax recommendations in coordination with their Financial Planner. - Corresponding directly with members to answer their tax questions based on their service tier. - Researching tax issues to develop effective tax planning solutions and educating teammates and members on tax-specific inquiries. This job might be an outstanding fit if you: - Have 4+ years of experience in personal tax preparation and advice and are an Enrolled Agent. - Possess a deep understanding of tax law and regulations, particularly as they impact individuals, and can identify tax issues as they arise. - Are dedicated to developing a career in the financial services industry, with the potential for advancement within the company. What happens next Once you apply, you’ll proceed to next steps if your skills and experience look like a good fit. But don’t worry—even if this position doesn’t work out, you’re still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more. Helping you discover what’s next in your career is what we’re all about, so let’s get to work. Apply to be Taxation Specialist today! #cb #p1 As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community. Why Kelly®? As a worker today, it’s up to you to take charge of your career and look for opportunities to learn, grow, and achieve your potential. Helping you find what’s next is what we’re all about. We know what’s going on in the evolving world of work—just ask the 440,000 people we employ each year. Connecting with us means getting the support, guidance, and opportunities needed to take your career where you may have never imagined. About Kelly Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year. Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Apply tot his job
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