Job Description
Job Description
About the Job
POSITION SUMMARY
The Tax Consultant will oversee tax preparation services for clients at Blueprint University, ensuring accuracy, compliance, and timely filing of tax returns. This key role will drive client satisfaction and maximize our tax services' value. The ideal candidate will possess strong tax knowledge and client service skills to deliver exceptional results.
ABOUT BLUEPRINT UNIVERSITY
Our mission is to help entrepreneurs achieve their goals through business growth. We provide strategic business guidance through educational courses, live events, partnerships, and investments. Our core values are the backbone of our business: we are inspirational, disciplined, accountable, transparent, aligned, and results-oriented. Operating nationally, we are growing rapidly.
OBJECTIVES
- Ensure accurate and timely preparation of individual and business tax returns.
- Maintain and improve client retention rates and meet new targets.
- Provide strategic tax planning and advice to clients.
- Analyze financial records for compliance and identify tax savings.
- Assist clients with tax audits and resolve tax-related issues.
- Stay updated on current tax laws and regulations.
- Monitor department metrics and KPIs for performance.
- Implement continuous improvement initiatives.
- Promote Blueprint University’s tax services through networking and marketing.
COMPETENCIES
- Strong knowledge of tax preparation.
- Ability to analyze financial records and provide strategic advice.
- Familiarity with tax laws and regulations.
- Excellent client service skills.
- Strong analytical skills and a data-driven mindset.
- Experience with tax software and tools.
- Understanding of basic accounting principles.
- Proven track record of client satisfaction and retention.
- Ability to work independently and as part of a team.
- Networking: Participate in networking events to promote services.
- Ambassador Role: Promote our mission and services in all professional interactions.
EDUCATION AND EXPERIENCE
- 3-10+ years of experience in tax preparation.
- Bachelor's Degree in Accounting, Finance, or a related field preferred.
- Must be a Certified Tax Consultant (CPA/EA)
- Prior experience in a client-facing position.
PHYSICAL REQUIREMENTS
- Prolonged periods sitting at a desk or computer.
COMMITMENT TO DIVERSITY
Blueprint University is committed to meeting the needs of a multigenerational and multicultural workforce. We hire local talent regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion within our company and across interactions with partners, candidates, and partners.
JOIN US
Are you ready to impact the world of entrepreneurship? Join our dynamic team at Blueprint University and help empower startups to achieve their dreams. If you're passionate, driven, and share our values, we want to hear from you!
By joining us, you will play a pivotal role in ensuring our clients' tax compliance and optimizing their financial outcomes, contributing to the broader mission of supporting entrepreneurial success. With opportunities for professional growth and the chance to work with a diverse and dedicated team, Blueprint University offers a fulfilling career path. Embrace this opportunity to make a difference and be part of an organization that values integrity, innovation, and excellence.
We look forward to welcoming a new team member eager to contribute to our clients' success and our company's growth. Together, we can achieve great things and drive the future of entrepreneurship forward. Apply today and be part of a transformative journey with Blueprint University!
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