Confidential

posted 8 days ago

Full-time
Remote

About the position

The position is for a contract CPA based in Long Island, NY, responsible for closing sales and servicing clients acquired through marketing efforts. The role emphasizes strong tax law knowledge and effective client interaction, allowing for a flexible work schedule that includes both remote work and office visits.

Responsibilities

  • Close sales for new client relationships.
  • Service existing clientele effectively.
  • Utilize strong tax law knowledge to assist clients.
  • Manage a flexible schedule for client meetings and work.

Requirements

  • Valid CPA license is required.
  • Strong knowledge of tax law is essential.
  • Ability to effectively communicate and deal with clients.

Nice-to-haves

  • Experience in client relationship management.
  • Sales experience in a CPA or financial services context.

Benefits

  • Bonus opportunities based on performance.
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