Abrar Admin

Credit Brilliance

Job Overview We are seeking a dynamic and detail-oriented Tax Staff to join our growing finance team. In this role, you will play a vital part in supporting the company&rsquo;s tax compliance and planning initiatives. You will work closely with senior tax professionals to prepare and review tax returns, analyze financial data, and ensure adherence to regulatory standards. This position offers an exciting opportunity to develop your expertise in tax accounting, financial analysis, and regulatory reporting within a fast-paced environment committed to professional growth.Duties<ul><li>Assist in preparing federal, state, and local tax returns, ensuring accuracy and compliance with current laws and regulations.</li><li>Conduct detailed analysis of financial statements, including balance sheets, income statements, and cash flow reports, to support tax planning strategies.</li><li>Support estate planning activities by reviewing wills, trusts, and estate law documents as needed.</li><li>Perform account reconciliation and balance sheet reconciliation to verify accuracy of financial data used for tax filings.</li><li>Utilize accounting software such as QuickBooks, Xero, Sage, and other financial tools to record transactions accurately and maintain organized records.</li><li>Assist with audits by providing necessary documentation and explanations related to tax positions or financial data.</li><li>Contribute to the preparation of financial reports and interpret complex financial concepts for internal stakeholders.</li><li>Support compliance with SOX (Sarbanes-Oxley Act) controls related to financial reporting processes.</li><li>Participate in mergers &amp; acquisitions activities by analyzing financial data and supporting due diligence efforts.</li><li>Maintain thorough documentation of all tax-related activities in accordance with regulatory standards.</li></ul>Experience<ul><li>Bachelor&rsquo;s degree in Accounting, Finance, or a related field; CPA, EA or working towards CPA certification is preferred.</li><li>Proven experience in public accounting or corporate accounting roles with a focus on tax is highly desirable.</li><li>Demonstrated knowledge of GAAP (Generally Accepted Accounting Principles), tax accounting principles, and regulatory reporting requirements.</li><li>Familiarity with technical accounting concepts such as double entry bookkeeping, debits &amp; credits, and general ledger reconciliation.</li><li>Experience working with various accounting software including QuickBooks, Xero, Sage, or similar platforms.</li><li>Strong analysis skills with the ability to interpret financial reports and identify discrepancies or areas for improvement.</li><li>Knowledge of estate planning, securities law, non-profit accounting, payroll processing, and investment analysis is a plus.</li><li>Excellent organizational skills with attention to detail; ability to manage multiple deadlines efficiently.</li><li>Effective communication skills for collaboration across teams and presenting complex information clearly. Join us to grow your career in a vibrant environment where your expertise will contribute directly to our success! We are dedicated to fostering an inclusive culture that values innovation, integrity, and continuous learning&mdash;empowering you every step of the way as you develop your skills in tax and financial analysis.</li></ul>Pay: $20.00 - $30.00 per hourBenefits:<ul><li>401(k)</li><li>Health insurance</li><li>Paid time off</li></ul>Application Question(s):<ul><li>Please provide your best email address:</li></ul>Work Location: Remote

Tax Associate

About Tax Brilliance AdvisorsTax Brilliance is a premium tax strategy and advisory firm helping business owners and high-income individuals legally reduce their tax liability and build long-term wealth. We specialize in advanced tax planning and advisory services&mdash;not basic tax preparation or transactional bookkeeping.Our clients expect accuracy, organization, and strategic insight. Clean financials are critical to delivering high-level tax strategy, which is why this role is essential to our operations.Position OverviewWe are seeking a Tax &amp; Bookkeeping Specialist to support both tax preparation and financial organization for our clients. This role is responsible for maintaining accurate books, preparing and organizing tax data, and ensuring our advisory team has clean, reliable financial information to work from.This is a detail-driven execution role focused on accuracy, organization, and efficiency&mdash;not client sales or high-level strategy.Key ResponsibilitiesQuickBooks &amp; Bookkeeping<ul><li>Categorize and organize transactions within QuickBooks</li><li>Perform monthly bank and credit card reconciliations</li><li>Clean up and correct inaccurate or incomplete financial records</li><li>Maintain up-to-date and accurate client books</li><li>Generate basic financial reports (Profit &amp; Loss, Balance Sheet)</li></ul>Tax Preparation Support<ul><li>Prepare and assist in the preparation of federal and state tax returns</li><li>Input financial data into tax software</li><li>Assist with business returns (Schedule C, 1065, 1120S)</li><li>Support preparation of schedules and documentation</li><li>Assist with amended returns as needed</li></ul>Client Financial Data Management<ul><li>Request and collect necessary financial documents from clients</li><li>Organize and maintain accurate client records</li><li>Review financial data for completeness and consistency</li><li>Follow up with clients for missing or unclear information</li></ul>Tax Advisory Support (TAS)<ul><li>Assist in gathering and organizing data for tax planning</li><li>Support preparation of materials for strategy sessions</li><li>Help track implementation steps for client tax strategies</li><li>Maintain documentation for ongoing advisory clients</li></ul>Internal Coordination<ul><li>Work closely with the tax advisory team to ensure accuracy and efficiency</li><li>Maintain organized workflows and task tracking</li><li>Support internal systems and process improvements</li></ul>QualificationsRequired<ul><li>1&ndash;3 years of experience in bookkeeping, accounting, or tax preparation</li><li>Strong working knowledge of QuickBooks (Online preferred)</li><li>Experience with:</li><li>Transaction categorization</li><li>Account reconciliation</li><li>Financial cleanup</li><li>Strong attention to detail and accuracy</li><li>Highly organized and able to manage multiple tasks</li></ul>Preferred<ul><li>Experience with business tax returns (Schedule C, 1065, 1120S)</li><li>Familiarity with tax software (Drake, ProSeries, UltraTax, etc.)</li><li>Experience in a CPA firm, tax office, or accounting environment</li><li>Associate&rsquo;s or Bachelor&rsquo;s degree in Accounting, Finance, or related field (preferred but not required)</li></ul>What This Role Is Not<ul><li>Not a client-facing sales role</li><li>Not a senior tax strategist position</li><li>Not a full-service bookkeeping manager role</li></ul>This role is focused on execution, organization, and accuracyPay: $26.52 - $31.94 per hourBenefits:<ul><li>401(k)</li><li>Health insurance</li><li>Paid time off</li><li>Paid training</li></ul>Work Location: Remote

Tax & Bookkeeping Specialist (Advisory Firm)

Client Intake Specialist (Tax Strategy &amp; Advisory Firm)About Tax Brilliance AdvisorsTax Brilliance is a premium tax strategy and advisory firm specializing in helping business owners and high-income individuals legally reduce their tax liability and build long-term wealth. We operate at a strategic level&mdash;delivering advanced tax planning solutions, not basic tax preparation.Our clients are growth-oriented, financially sophisticated, and expect a high standard of service. As a result, every touchpoint within our firm must reflect professionalism, clarity, and confidence.Position OverviewWe are seeking (2)Client Intake Specialist to serve as the first point of contact for prospective clients. This is a high-impact, revenue-support role responsible for managing inbound inquiries, qualifying prospective clients, and ensuring that only appropriate candidates are scheduled for strategy sessions.This role is critical to maintaining the integrity of our client experience and protecting the time of our advisory team. You are not simply answering calls&mdash;you are guiding conversations, assessing fit, and controlling the flow of new business into the firm.Key ResponsibilitiesCall Handling &amp; First Impressions<ul><li>Answer inbound calls promptly (within 1&ndash;3 rings) with professionalism and confidence</li><li>Establish immediate credibility and a strong first impression</li><li>Maintain control of the conversation while remaining courteous and composed</li></ul>Lead Qualification<ul><li>Conduct structured intake conversations to assess:</li><li>Business ownership status (business owner vs. Salaried)</li><li>Income range and financial profile</li><li>Nature and complexity of tax needs</li><li>Determine whether the caller is an appropriate fit for:</li><li>Tax Advisory Services (TAS)</li><li>Tax preparation</li><li>Alternative resources</li></ul>Appointment Setting<ul><li>Schedule qualified prospects into strategy sessions with the advisory team</li><li>Ensure all required information is collected prior to booking</li><li>Maintain a disciplined and organized scheduling process</li></ul>CRM &amp; Documentation<ul><li>Accurately input and maintain lead data within the CRM system</li><li>Track call outcomes, lead quality, and qualification status</li><li>Identify and flag high-value opportunities for priority follow-up</li></ul>Client Experience &amp; Brand Representation<ul><li>Maintain a polished, professional, and reassuring tone at all times</li><li>Ensure every caller feels guided and respected, regardless of fit</li><li>Represent Tax Brilliance with clarity, confidence, and discretion</li></ul>QualificationsRequired<ul><li>Minimum 3+ years of experience in a client-facing role (e.g., intake, call handling, sales support, or customer-facing positions)</li><li>Strong verbal communication skills with a confident and professional phone presence</li><li>Ability to guide conversations and ask structured, direct questions</li><li>High level of organization and attention to detail</li><li>Reliable, responsive, and capable of working in a fast-paced environment</li></ul>Preferred<ul><li>Experience in:</li><li>Client intake or appointment setting</li><li>Sales or lead qualification environments</li><li>Financial services, tax, healthcare, or advisory industries</li><li>Associate&rsquo;s or Bachelor&rsquo;s degree in Finance, Accounting, Marketing, Liberal Arts, or a related field (preferred)</li></ul>What This Role Is Not<ul><li>This is not a receptionist or front desk position</li><li>This is not passive call answering</li><li>This is not general customer service</li><li>Hours for fthis shift is 10am-6pm</li></ul>This role requires judgment, confidence, and the ability to manage conversations with intention.Compensation<ul><li>Competitive hourly rate or base compensation (commensurate with experience)</li><li>Performance-based incentives tied to qualified appointments and outcomes</li></ul>Work Environment<ul><li>Remote or hybrid (based on operational needs)</li><li>Must be available during standard business hours to handle inbound calls</li></ul>How to ApplyPlease submit:<ul><li>Your resume</li></ul>Final NoteWe are seeking individuals who operate with professionalism, take ownership of their role, and understand the importance of first impressions in a high-value advisory environment.This position is ideal for someone who is confident, structured, and capable of contributing to a performance-driven team.Pay: $21.00 - $25.00 per hourBenefits:<ul><li>401(k)</li><li>Health insurance</li><li>Paid time off</li></ul>Application Question(s):<ul><li>What's the best email to reach you?</li></ul>Work Location: Remote

Client Intake Specialist

Join Credit Brilliance and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Credit Brilliance

About Company

Tax Associate

Tax & Bookkeeping Specialist (Advisory Firm)

Client Intake Specialist