Bachelor's degree in accounting, finance or a related field
5+ years of experience in tax preparation, accounting, finance, bookkeeping
CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
Experience completing complex returns, tax planning, audit support, or tax notice resolution
Familiarity with GoSystem or Ultratax software
Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)