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Remote Tax Desk Financial Advisor- Contractor


This is a Contract position in North Smithfield, RI posted October 26, 2021.

We currently have a contract opportunity for a Tax Desk representative to answer tax questions and perform tax research for financial advisors.

Serves as a knowledge resource on tax planning, compliance, and administration topics Provides tax counseling on several topics including retirement planning, education funding, benefit plans, and tax planning Consistently provides relevant, detailed, and in-depth information, which may include conducting research Builds trusted relationships with clients by providing a quality experience, there is no product sales aspect to this position Provides excellent customer service, primarily via phone, in a call center environment A bachelor’s degree and approximately 2 years of relevant work experience (Math, Finance, Accounting, or Business majors preferred); or a graduate degree (MST or MAcc) and approximately 1 year of related work experience Candidates with a CPA or Enrolled Agent Certification are especially competitive for this role Strong analytical and problem-solving skills, with great attention to detail GigNowOpportunities

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