Senior Tax Associate; Midwest Region

Tax United States


Description

 

About LegalZoom

We're here to make legal help accessible to all. LegalZoom transformed the legal industry with the launch of our online services and groundbreaking technology in 2001. Since then, millions of customers have counted on us to officially start and run businesses, protect brands and intellectual property, and look after loved ones through wills and trusts.

As the industry leader for over 20 years, innovation remains at the center of all we do. We're creative thinkers and problem solvers with a passion for building legal and tax products that make a positive impact on the world, and we're always looking for exceptional people to push us further.

With us, you'll do work that's as rewarding as it is challenging with a team where every voice matters and diversity, equality, and inclusion are truly embraced. Together, we'll continue to democratize the law and make a real difference in the lives of millions.

Remote-first

Since March 2020, our Zoomers have worked remotely and reported an overall better work-life balance with more time for family and personal wellness.

At the end of 2021, LegalZoom made the official commitment to being a remote-first company. Remote-first means that there is no expectation that Zoomers come into an office for a fixed number of days outside of those employees identified as essential onsite workers. While we remain a remote-first culture, our local offices have evolved as collaboration spaces for Zoomers to meet and engage in person.

This position will be remote in the states of: IL, OH, MI, IN, WI, MN, IA, ND, NC, SC, GA, KY, WV, SD, MO,  and PA

Overview

Come join the LZ Tax team. We are adding remote tax experts to our team across the country. This is an incredible opportunity to support our customers who wish to #makeitofficial by providing end-to-end tax services in a fast-paced, evolving environment. Our tax experts are obsessed with taking complex tax topics and simplifying them for our SMB clients.

 

As a Sr. Tax Associate, You will

     Review returns (Forms: 1040, 1041, 1065, 1120, 1120S) completed by Tax Associates. Provide feedback to Tax Associates on missing information or entry errors on returns.

     Sign completed Tax returns.

     Serve as the first line of customer support managing incoming phone calls and emails from customers. Answering tax questions related to SMB returns and assisting customers with successful completion of tax returns by requesting documents and providing directions on document upload process.

     Manage and resolve Tier 1 & 2 customer escalations. Will determine if an issue should be escalated to Tier 3 for further investigation.

     Distill complex business tax issues into a digestible manner making it easy for the SMB to understand. 

     Be consultative in your approach and your recommendations to our SMB customers; including items such as accounting software, point of sale recommendations, tax planning etc. Provide delightful, high-quality customer service while utilizing company practices and procedures to answer routine tax questions and documenting interactions with clients 

     Act as the SME on all things that impact an SMB's finances

     Use cutting edge technology to provide a world-class experience to our SMB formation customers 

You have

     Bachelor’s degree in Accounting, Finance, or Taxation with an EA or CPA credential (required)

     Active PTIN preferred; Must achieve within 90 days of employment

     5+ years of relevant small business return experience in tax review and signatory duties as it pertains to business returns (1120, 1120s, 1065, 1040, etc)

     Experience using tax software such as Lacerte or ProConnect and bookkeeping software (Quickbooks Online preferred) 

     Exceptional level of attention to detail and accountability to high-quality tax preparation standards 

     Enthusiasm for serving customers and working on a team with other like-minded tax experts, especially in a dynamic and evolving work environment   

     High-quality communication skills (written and oral) 

     Excel at organization and problem solving with strong time-management skills  

For onsite roles or roles that require periodic onsite visits, LegalZoom requires all employees to be fully vaccinated for COVID-19 before starting work, unless precluded from doing so by applicable law. The CDC currently defines “fully vaccinated” as two weeks after the second dose for Pfizer and Moderna, and two weeks after the single dose of Johnson & Johnson. LegalZoom will require proof of vaccination before a successful applicant’s first day of work, and will consider requests for exemption from this requirement during the offer phase (1) as a reasonable accommodation for medical reasons or sincerely held religious beliefs where the accommodation would not LegalZoom undue hardship or pose a direct threat to the health and safety of others, or (2) for other reasons under applicable law.

 

Join us in making a difference as we build our future and help ensure access to professional legal advice to all! LegalZoom is an equal opportunity employer, dedicated to diversity, equality, and inclusion, and provides equal employment opportunities to all employees and applicants for employment.  LegalZoom prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.