Tax Consultant

Job Title: Tax Consultant
Location: Plano, TX (Hybrid: 2-3 days in office, 2-3 days WFH)
Employment Type: Full-time or Part-time (W2 or 1099 options available)

Client: Provident Financial Planning

Must have: CPA or EA certification, Bachelor's degree in Accounting/Finance (or related), tax
planning/compliance/preparation/audit skills, experience signing tax returns, strong
analytical/problem-solving abilities, excellent communication/interpersonal skills, attention to
detail.

Nice to Have: Existing client base (optional, with website listing agreement), interest in working
with semi-retired individuals and flexible schedules.

Company Description
Provident Financial Planning, located in Plano, TX, specializes in creating comprehensive
financial strategies for clients with a focus on investments, taxes, and estate planning. Our team
of professionals collaborates to deliver personalized solutions tailored to help clients achieve
their financial goals.

Role Overview
Provident Financial Planning is seeking a Tax Consultant to join our team. This position
focuses on tax strategy, compliance, preparation, and audits. The Tax Consultant will also
ensure adherence to tax laws while providing expert tax advice and filing services. The role
offers flexibility with part-time or full-time options and the opportunity for hybrid work.

Key Responsibilities
• Develop and implement effective tax strategies for clients throughout the year.
• Handle tax compliance, preparation, and audits with attention to detail and accuracy.
• Prepare approximately 40 tax returns annually, ensuring adherence to all applicable tax
laws.
• Sign and file tax returns independently, as required.
• Provide clear communication and expert guidance to clients regarding tax matters.
• Collaborate with the in-house team to support client financial planning needs.
• Maintain up-to-date knowledge of tax laws and regulations.

Required Qualifications
• CPA or EA certification (required).
• Minimum of a Bachelor's degree in Accounting, Finance, or a related field.
• Strong skills in tax planning, compliance, preparation, and audits.
• Experience handling tax returns and the ability to sign returns independently.
• Excellent analytical and problem-solving abilities.
• Strong communication and interpersonal skills.
• Attention to detail and accuracy in all tax-related tasks.

Nice to Have
• Existing client base (optional, with agreement for listing on company website).
• Interest in working with semi-retired individuals and adapting to flexible schedules.