Tax Specialist Contractor

4+ years experience in personal tax preparation and advice Enrolled Agent Deep understanding of employee stock option plans (RSUs, ISOs, NSOs, etc.) Deep understanding of tax law and regulations impacting individuals Experience at a Financial Planning focused firm (preferred) Ability to handle multiple client engagements (preferred) Excellent computer skills (preferred)

Review member profiles and provide tax recommendations. Correspond with members to answer tax questions. Research tax issues to develop planning solutions. Coordinate tax advice with Head of Planning. Create tax withholding recommendations. Educate teammates and members on tax topics.