Licensed tax consultant job description
Updated March 14, 2024
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Example licensed tax consultant requirements on a job description
Licensed tax consultant requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in licensed tax consultant job postings.
Sample licensed tax consultant requirements
- Certified Public Accountant or Enrolled Agent license.
- Knowledge of tax codes, laws and regulations.
- At least three years of experience in a tax consulting role.
- Strong understanding of tax filing and compliance.
- Excellent computer skills.
Sample required licensed tax consultant soft skills
- Strong communication, interpersonal, and problem-solving skills.
- Ability to work independently and as part of a team.
- Detail-oriented with the ability to multitask.
- Organizational and time management skills.
Licensed tax consultant job description example 1
Merakey licensed tax consultant job description
Are you looking for an opportunity to advance your career while working with an extraordinary team? At Merakey, we put heart and soul into everything we do. We are seeking Licensed Behavior Consultant to join our team at our program in Ellsworth, PA.
Earn a $30.00/hour
The Licensed Behavior Consultant in collaboration with other members of the treatment team, designs and directs the implementation of a behavior modification intervention plan which is individualized to each child or adolescent and to family needs. The Behavior Consultant identifies behavioral goals and intervention techniques and recommends non-aversive behavioral change methods.
The Licensed Behavior Consultant typically serves as consultant to, and as requested by the Mobile Therapist within the treatment team. While maintaining some direct contact with child and family, the BC primarily provides assessment; program design and monitoring rather than direct therapy. The BC is expected to participate in team meetings. When questions or conflict around behavioral paradigms arise in other systems, such as school, (e.g., a review of a behavior paradigm to help the child remain in school), the BC may participate as a consultant in a special child-centered, family focused meetings along with the therapist.
BENEFITS
Merakey offers competitive compensation plans, Work/Life balance, flexible schedules, cell phone discount plan, employee referral bonuses, tuition reimbursement and much more!
To be the difference in a child's life, apply today at: www.Merakey.org/careers
ABOUT MERAKEY
Merakey is a leading developmental, behavioral health, and education non-profit provider with a fifty-year history. We offer a breadth of integrated services to individuals and communities across the country. Our belief that every individual has the right to achieve growth, dignity, and fulfillment guides all of our decisions. At Merakey, we care about each other and are committed to providing the very best care to those we serve. Merakey strictly follows a zero-tolerance policy for abuse.
Merakey is proud to be an Equal Opportunity Employer! We deeply value diversity and do not discriminate on the basis of race, religion, color, national origin, ethnic background, sex, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or disability status. Moreover, we are committed to creating teams that reflect the diversity of the communities we serve and encourage applicants from underrepresented backgrounds to apply.
The ideal candidate will possess the following qualifications:
* A License in PA as a Psychologist, Professional Counselor, Marriage and Family Therapist, Clinical Social Worker, Behavior Specialist, or Certified Registered Nurse
AND one of the following:
* A BCBA Certification
* A minimum of one year providing ABA services and 12 credits of ABA from a master's program
* A minimum of one year experience providing ABA services under the supervision of a BCBA
* A minimum of one year experience providing ABA services AND a minimum of 40 hours of training related to ABA from an approved CEU provider
Earn a $30.00/hour
The Licensed Behavior Consultant in collaboration with other members of the treatment team, designs and directs the implementation of a behavior modification intervention plan which is individualized to each child or adolescent and to family needs. The Behavior Consultant identifies behavioral goals and intervention techniques and recommends non-aversive behavioral change methods.
The Licensed Behavior Consultant typically serves as consultant to, and as requested by the Mobile Therapist within the treatment team. While maintaining some direct contact with child and family, the BC primarily provides assessment; program design and monitoring rather than direct therapy. The BC is expected to participate in team meetings. When questions or conflict around behavioral paradigms arise in other systems, such as school, (e.g., a review of a behavior paradigm to help the child remain in school), the BC may participate as a consultant in a special child-centered, family focused meetings along with the therapist.
BENEFITS
Merakey offers competitive compensation plans, Work/Life balance, flexible schedules, cell phone discount plan, employee referral bonuses, tuition reimbursement and much more!
To be the difference in a child's life, apply today at: www.Merakey.org/careers
ABOUT MERAKEY
Merakey is a leading developmental, behavioral health, and education non-profit provider with a fifty-year history. We offer a breadth of integrated services to individuals and communities across the country. Our belief that every individual has the right to achieve growth, dignity, and fulfillment guides all of our decisions. At Merakey, we care about each other and are committed to providing the very best care to those we serve. Merakey strictly follows a zero-tolerance policy for abuse.
Merakey is proud to be an Equal Opportunity Employer! We deeply value diversity and do not discriminate on the basis of race, religion, color, national origin, ethnic background, sex, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or disability status. Moreover, we are committed to creating teams that reflect the diversity of the communities we serve and encourage applicants from underrepresented backgrounds to apply.
The ideal candidate will possess the following qualifications:
* A License in PA as a Psychologist, Professional Counselor, Marriage and Family Therapist, Clinical Social Worker, Behavior Specialist, or Certified Registered Nurse
AND one of the following:
* A BCBA Certification
* A minimum of one year providing ABA services and 12 credits of ABA from a master's program
* A minimum of one year experience providing ABA services under the supervision of a BCBA
* A minimum of one year experience providing ABA services AND a minimum of 40 hours of training related to ABA from an approved CEU provider
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Licensed tax consultant job description example 2
Step By Step licensed tax consultant job description
Work daytime hours, Monday-Friday, between 8-4 and get Paid Holidays, Summers, Snow Days, and Personal Time!
School-Based Behavior Consultants are needed in the Hazleton area
Step By Step, Inc. is currently seeking a qualified Behavioral Consultant for our school- based program, the Specialized Autism Support Program (SASP). This highly regarded program is exclusive to Step By Step, Inc. and joins a team of behavioral health professionals with early intervention and autism support classrooms.
The school-based Behavior Consultant provides consultative services and works collaboratively with teachers and other classroom staff to identify behavioral goals and develop an effective treatment plan.
Step By Step, Inc. provides paid training for all staff. Behavior Consultants have access to clinical resources, as well as support and guidance from administrative program staff and clinical supervisors, who have many years of experience and expertise in the behavioral health field!
Did you know that Step By Step, Inc. is a 501(c)(3) Non-profit agency? Depending on your student loan type, as a future Full-Time, Step By Step, Inc. employee, you may qualify for loan forgiveness under the Public Service Loan Forgiveness (PSLF) Program!
Job Responsibilities:
· Provide consultative services to identified classrooms.
· Develop assessments and treatment plans.
· Provide training and supervision to all staff implementing the plan.
· Assist school personnel and the family in understanding the child’s diagnosis and appropriate strategies that are proactive in nature and strength based.
Requirements: Professional license In PA; BSL, LSW, LCSW, LPC.
Benefits:
·Ability to work a consistent schedule, weekdays between 8-4.
. 2K sign-on bonus!
· Starting salary of $30.50/hr. for full-time and $35.50/hr. for part-time. Same payrate for ALL hours worked!
· This position adheres to local school district schedules for holidays/other time off and closures due to inclement weather.
· Considerable paid time off plus excellent medical, vision and dental insurance & 401K for FT employees.
· Potential for growth within the agency.
· Potential to gain BCBA supervision experience hours.
For more information, please visit our website at careers.stepbystepusa.com, filter for Children's Services; we’re also on Facebook!
Step By Step is proud to be an Equal Opportunity Employer. At Step By Step, we are committed to and value an inclusive and diverse workforce and we believe that diversity and inclusion among our workforce is critical to our success. Equal employment opportunities are available to all applicants and staff without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, political affiliation, parental status and any other characteristics or protected category prohibited by local, state or federal laws. All employment decisions are based upon qualifications, merit, and business necessity.
Job Types: Full-time, Part-time
Pay: From $30.50 per hour
Schedule:
8-hour shift
Day shift
Monday to Friday
COVID-19 considerations:
Masking and social distancing
Education:
Master's (Preferred)
License/Certification:
LBC, LSW, LCSW, LPC (Required)
#LI-TW1
School-Based Behavior Consultants are needed in the Hazleton area
Step By Step, Inc. is currently seeking a qualified Behavioral Consultant for our school- based program, the Specialized Autism Support Program (SASP). This highly regarded program is exclusive to Step By Step, Inc. and joins a team of behavioral health professionals with early intervention and autism support classrooms.
The school-based Behavior Consultant provides consultative services and works collaboratively with teachers and other classroom staff to identify behavioral goals and develop an effective treatment plan.
Step By Step, Inc. provides paid training for all staff. Behavior Consultants have access to clinical resources, as well as support and guidance from administrative program staff and clinical supervisors, who have many years of experience and expertise in the behavioral health field!
Did you know that Step By Step, Inc. is a 501(c)(3) Non-profit agency? Depending on your student loan type, as a future Full-Time, Step By Step, Inc. employee, you may qualify for loan forgiveness under the Public Service Loan Forgiveness (PSLF) Program!
Job Responsibilities:
· Provide consultative services to identified classrooms.
· Develop assessments and treatment plans.
· Provide training and supervision to all staff implementing the plan.
· Assist school personnel and the family in understanding the child’s diagnosis and appropriate strategies that are proactive in nature and strength based.
Requirements: Professional license In PA; BSL, LSW, LCSW, LPC.
Benefits:
·Ability to work a consistent schedule, weekdays between 8-4.
. 2K sign-on bonus!
· Starting salary of $30.50/hr. for full-time and $35.50/hr. for part-time. Same payrate for ALL hours worked!
· This position adheres to local school district schedules for holidays/other time off and closures due to inclement weather.
· Considerable paid time off plus excellent medical, vision and dental insurance & 401K for FT employees.
· Potential for growth within the agency.
· Potential to gain BCBA supervision experience hours.
For more information, please visit our website at careers.stepbystepusa.com, filter for Children's Services; we’re also on Facebook!
Step By Step is proud to be an Equal Opportunity Employer. At Step By Step, we are committed to and value an inclusive and diverse workforce and we believe that diversity and inclusion among our workforce is critical to our success. Equal employment opportunities are available to all applicants and staff without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, political affiliation, parental status and any other characteristics or protected category prohibited by local, state or federal laws. All employment decisions are based upon qualifications, merit, and business necessity.
Job Types: Full-time, Part-time
Pay: From $30.50 per hour
Schedule:
8-hour shift
Day shift
Monday to Friday
COVID-19 considerations:
Masking and social distancing
Education:
Master's (Preferred)
License/Certification:
LBC, LSW, LCSW, LPC (Required)
#LI-TW1
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Licensed tax consultant job description example 3
Raymond James Financial licensed tax consultant job description
**Hybrid Work Environment:** 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.
**Job Summary**
Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to facilitate the creation and implementation of systems needed to provide new offices, satellite offices and financial advisors (FAs) with a successful transition to Raymond James and Associates (RJA) and Raymond James Financial Services (RJFS). Fosters and collaborates in the development of relationships with new offices and FAs. Identifies, researches and works with home office associates to resolve problems associated with transitions. Guidance is provided to perform varied work that is somewhat difficult in character requiring some evaluation, originality and ingenuity to make moderately complex decisions.
**Essential Duties and Responsibilities**
* Understands and educates new branch personnel on the policies and procedures relating to operations, compliance, marketing, technology, investment products and general business issues.
* Ensures all operational features of the office establishment are arranged and coordinated prior to start date.
* Provides consultative educational orientations to all new FAs, offices and their associates on policies and procedures via on-site or telephone meetings.
* Supports branches with general questions on all aspects of their business during their transition to Raymond James.
* Acts as Branch Manager on an infrequent basis as business warrants (after obtaining Series 24).
* Acts as a liaison and ensures follow up and completion of all transition responsibilities for new FAs and new offices with Raymond James home office departments to resolve problems.
* Assists with new FA and branch paperwork, including but not limited to, opening accounts, transferring accounts, setting up files and following up to determine incomplete information.
* Collaborates in development of new educational ideas and systems.
* Acts as a liaison to Business Development, Private Client Group Education and Sales Management.
* Acts as the primary point of contact while team members are away from office.
* May conduct home office visits for new financial advisors joining RJA and RJFS offices.
* Performs other duties and responsibilities as assigned.
**Qualifications**
**Knowledge, Skills, and Abilities**
**Knowledge of**
* Basic office practices, procedures and methods.
* Account types, the transfer process, and industry operations in general.
* Back office systems.
**Skill in**
* Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
* Operating standard office equipment and using required software applications to produce correspondence, presentations, electronic communication and spreadsheets.
* Detail orientation to ensure quality standards are met without impairing workflow.
* Follow-up to ensure resolution and completion of tasks.
**Ability to**
* Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
* Use effective oral and written communication skills sufficient enough to interact effectively with and guide financial advisors and their staff on various operational issues.
* Execute instructions and request clarification when necessary.
* Constructively work under stress and pressure when faced with high workloads and deadlines.
* Provide a high level of customer service in a calm, courteous and professional manner.
* Work independently as well as collaboratively within a team environment.
* Establish and maintain effective working relationships at all levels of the organization.
* Learn new software and proprietary systems as needed.
**Educational/Previous Experience Requirements**
* Bachelor's Degree in Business or in related field with a minimum of three (3) years related brokerage operation and compliance experience in the financial services industry.
* OR ~
* An equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
* SIE required provided that an exemption or grandfathering cannot be applied.
* Series 7 required.
* Series 63 or 66 required or obtained within 120 days depending on state requirements.
**Job:** Operations
**Primary Location:** US-FL-St. Petersburg-Saint Petersburg
**Other Locations:** US-TN-Memphis-Memphis
**Organization** Operations & Administration
**Schedule** Full-time
**Job Shift** Day Job
**Travel** Yes, 25 % of the Time
**Job Summary**
Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to facilitate the creation and implementation of systems needed to provide new offices, satellite offices and financial advisors (FAs) with a successful transition to Raymond James and Associates (RJA) and Raymond James Financial Services (RJFS). Fosters and collaborates in the development of relationships with new offices and FAs. Identifies, researches and works with home office associates to resolve problems associated with transitions. Guidance is provided to perform varied work that is somewhat difficult in character requiring some evaluation, originality and ingenuity to make moderately complex decisions.
**Essential Duties and Responsibilities**
* Understands and educates new branch personnel on the policies and procedures relating to operations, compliance, marketing, technology, investment products and general business issues.
* Ensures all operational features of the office establishment are arranged and coordinated prior to start date.
* Provides consultative educational orientations to all new FAs, offices and their associates on policies and procedures via on-site or telephone meetings.
* Supports branches with general questions on all aspects of their business during their transition to Raymond James.
* Acts as Branch Manager on an infrequent basis as business warrants (after obtaining Series 24).
* Acts as a liaison and ensures follow up and completion of all transition responsibilities for new FAs and new offices with Raymond James home office departments to resolve problems.
* Assists with new FA and branch paperwork, including but not limited to, opening accounts, transferring accounts, setting up files and following up to determine incomplete information.
* Collaborates in development of new educational ideas and systems.
* Acts as a liaison to Business Development, Private Client Group Education and Sales Management.
* Acts as the primary point of contact while team members are away from office.
* May conduct home office visits for new financial advisors joining RJA and RJFS offices.
* Performs other duties and responsibilities as assigned.
**Qualifications**
**Knowledge, Skills, and Abilities**
**Knowledge of**
* Basic office practices, procedures and methods.
* Account types, the transfer process, and industry operations in general.
* Back office systems.
**Skill in**
* Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
* Operating standard office equipment and using required software applications to produce correspondence, presentations, electronic communication and spreadsheets.
* Detail orientation to ensure quality standards are met without impairing workflow.
* Follow-up to ensure resolution and completion of tasks.
**Ability to**
* Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
* Use effective oral and written communication skills sufficient enough to interact effectively with and guide financial advisors and their staff on various operational issues.
* Execute instructions and request clarification when necessary.
* Constructively work under stress and pressure when faced with high workloads and deadlines.
* Provide a high level of customer service in a calm, courteous and professional manner.
* Work independently as well as collaboratively within a team environment.
* Establish and maintain effective working relationships at all levels of the organization.
* Learn new software and proprietary systems as needed.
**Educational/Previous Experience Requirements**
* Bachelor's Degree in Business or in related field with a minimum of three (3) years related brokerage operation and compliance experience in the financial services industry.
* OR ~
* An equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
* SIE required provided that an exemption or grandfathering cannot be applied.
* Series 7 required.
* Series 63 or 66 required or obtained within 120 days depending on state requirements.
**Job:** Operations
**Primary Location:** US-FL-St. Petersburg-Saint Petersburg
**Other Locations:** US-TN-Memphis-Memphis
**Organization** Operations & Administration
**Schedule** Full-time
**Job Shift** Day Job
**Travel** Yes, 25 % of the Time
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Updated March 14, 2024
Updated March 14, 2024