Technical Tax Desk Contractor

Overview

The Technical Tax Desk Contractor role at EY is a fixed-term contract position focused on answering tax questions and performing tax research for financial advisors.

Responsibilities

• Provide excellent customer service via phone in a remote call center environment.
• Offer remote tax counseling on topics such as retirement planning, education funding, and benefit plans.
• Serve as a knowledge resource on tax planning, compliance, and administration by conducting research.
• Build trusted client relationships by delivering quality experiences without engaging in product sales.
• Explain and discuss 1099 forms and reporting cost basis clearly.

Qualifications

• Bachelor’s degree in finance, accounting, or business preferred (not required).
• Three years of related financial planning experience preferred; training provided.
• Ability to clearly articulate financial planning concepts.
• Strong analytical and problem-solving skills with high attention to detail.
• Certifications such as CFP, EA or CPA considered a plus.

Additional Information

This role is remote, with candidates required to attend a final in-office interview. Compensation is fixed at $35 per hour. EY is an Equal Opportunity Employer and supports applicants with disabilities through available accommodations.

Key skills/competency

• Tax Research
• Customer Service
• Financial Planning
• Tax Counseling
• Communication
• Problem Solving
• Research
• Compliance
• Analytical Skills
• Technical Tax Knowledge