We are looking to recruit a dynamic, forward thinking, licensed tax professional that is passionate about the growth and success of individuals and small businesses. We want a smart and savvy individual that is looking to disrupt the Accounting industry. You must be customer and revenue-driven individual, comfortable in delivering accounting advice and assistance via new and novel mediums.
What you’ll do:
Provide tax advice and assistance to LegalZoom customers (individual and small business clients) on various aspects of the tax requirements and benefits
Train internal staff on tax-related topics and talking points to help drive revenue
Support Innovation team to help create accounting-based products and offerings
Collaborate and strategize with Senior Leadership team to support corporate objectives
Attend sales role plays and contact center call shadowing to
Implement tax strategies, provide advice about tax legislation and undertake related account administration on behalf of individuals and small businesses
Stay current on various tax laws and alert appropriate groups regarding changes and updates
Strategize with clients to minimize tax liability
You must have:
Certified Public Accountant (CPA) license in good standing
Significant knowledge of individual and business tax laws
Experience in selling tax related products and services
Able to explain financial concepts to clients with a degree of wit and personality via chat, email, or phone
Familiarity with financial statements
Exceptional organizational skills and aptitude for numbers
Excellent customer service and interpersonal skills
Enthusiasm for providing financial advice in an extremely fast-paced, non-traditional environment
The competence and confidence to tell clients what you would do if you were the client
Superb oral and written communication skills
The ideal candidate will have:
Minimum 3 years’ experience as a CPA
Excellent financial judgment and business acumen
Practical and commonsense skills to understand the needs of small businesses and start-ups
The ability to effectively translate accounting and financial principles to small business owners and start-ups in terms they will understand
Significant experience with providing tax advice to clients in person, over the phone, or via chat
Experience with creating and reviewing various tax and financial documents
Experience and general enjoyment working with small businesses and start-ups
The ability to prioritize work and manage deadlines
LegalZoom is an Equal Opportunity Employer, dedicated to diversity.
LegalZoom is a trusted technology platform that gives the world access to professional legal advice. From starting a new business to assisting in protecting families, contracts to copyrights, trademarks to trusts, – it is the leading provider of online legal solutions for families and small businesses.
Since its founding over 15 years ago, LegalZoom has helped more than three million Americans with efficient and simplified legal help. Whether you want to explore specific legal options or connect with an independent attorney, be empowered to take care of important legal needs and protect what matters most.