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Remote Tax Desk Financial Advisor- Contractor job in Atlanta at GigNow

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Remote Tax Desk Financial Advisor- Contractor at GigNow

Remote Tax Desk Financial Advisor- Contractor

GigNow Remote Full Time

We currently have a contract opportunity for a Tax Desk representative to answer tax questions and perform tax research for financial advisors. 

  • Serves as a knowledge resource on tax planning, compliance, and administration topics
  • Provides tax counseling on several topics including retirement planning, education funding, benefit plans, and tax planning
  • Consistently provides relevant, detailed, and in-depth information, which may include conducting research
  • Builds trusted relationships with clients by providing a quality experience, there is no product sales aspect to this position
  • Provides excellent customer service, primarily via phone, in a call center environment

  • A bachelor’s degree and approximately 2 years of relevant work experience (Math, Finance, Accounting, or Business majors preferred); or a graduate degree (MST or MAcc) and approximately 1 year of related work experience
  • Candidates with a CPA or Enrolled Agent Certification are especially competitive for this role
  • Strong analytical and problem-solving skills, with great attention to detail



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Job ID: 15628

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