Explore Two Employment Options

Tax Preparation Specialist

Offered to individuals who have graduated from our TaxNest Academy. This is a great option for those who are passionate about helping clients navigate the complexities of tax filing while ensuring compliance with the latest tax laws. As a Tax Preparation Specialist, you will also have the opportunity to pursue an Enrolled Agent (EA) license, allowing you to represent clients before the IRS and expand your professional scope. This role is perfect for individuals who are detail-oriented, enjoy working with numbers, and are eager to continue learning in the field of taxation.

 

​Our Tax Preparation Specialists are at the forefront of delivering exceptional tax services. In this role, you will:
 

• Prepare accurate and timely tax returns for individuals and businesses

• Advise clients on strategies to minimize tax liabilities and maximize savings

• Stay current with the latest tax laws and regulations to ensure compliance

• Provide top-tier customer service to help clients navigate complex tax situations 

 

Why Join Us as a Tax Preparation Specialist?

• Continuous Learning: Ongoing training to ensure you’re always up to date with the latest in tax law.

• Client Impact: Make a real difference by helping clients manage their taxes and secure their financial future.

• Professional Growth: Opportunities to advance within the company and build your expertise in taxation.

​

Financial Empowerment Consultant (FEC)

Available to graduates of our TaxNest Academy, this role offers a unique opportunity to provide comprehensive financial services that go beyond tax preparation. As a Financial Empowerment Consultant, you’ll not only assist clients with their tax needs but also offer guidance on credit restoration, insurance options, and financial planning. You will have access to licensing, certifications, and training in areas such as:

• Credit Restoration Certification

• Life and Health Insurance Licensing

• Investment and Retirement Securities

• Business Financial Structuring
   

This role is ideal for those who want to make a broad impact on their clients’ financial well-being while continuously advancing their own professional development. As a FEC, you will have the chance to build lasting relationships with clients, helping them achieve financial stability and success.

Our Financial Empowerment Consultants go beyond tax preparation, offering comprehensive financial services to our clients. This role includes:

• Tax preparation and planning

• Credit restoration and financial literacy coaching

• Offering a variety of insurance products, including life, health, and property

• Guiding clients through investment strategies and retirement planning

• Assisting small businesses with financial structuring and strategic planning

Why Become a Financial Empowerment Consultant (FEC)?

 

• Holistic Services: Provide clients with a full spectrum of financial services to help them achieve long-term security.

• Licensing and Certification: Gain access to professional licenses in areas such as insurance, credit restoration, and investment securities.

• Career Advancement: Opportunities to grow into leadership roles within TaxNest Financials.

• Impactful Work: Help clients not only meet their tax obligations but also build a lasting financial legacy.

You do not need to have prior experience in the taxation field to work with TaxNest Financials. However, only those who have graduated from our TaxNest Professional Licensing Academy can apply to work exclusively with our tax firm. This ensures that every member of our team is thoroughly trained, certified, and prepared to provide the highest level of service to our clients.

​

Take the Next Step in Your Career

Ready to make a difference and grow your career? Explore our current openings and apply today to join the TaxNest Financials team!

​