Technical Tax Desk Contractor

Overview

The Technical Tax Desk Contractor role at EY is a contract position where you will answer tax questions and perform tax research for financial advisors. You will provide remote tax counseling and excellent customer service in a call center environment, while also engaging in tax planning, compliance, and administration research.

Responsibilities

• Provide excellent customer service via phone in a remote call center.
• Conduct remote tax counseling on retirement, education funding, and benefit plans.
• Research and provide accurate tax planning, compliance, and administration guidance.
• Explain and discuss 1099 forms and reporting cost basis clearly.
• Build trusted relationships with clients while strictly providing information (no product sales).

Qualifications

• Bachelor’s degree in finance, accounting, or business (preferred but not required).
• 3 years of related financial planning experience is preferred; training provided.
• Strong analytical skills and a keen attention to detail.
• Relevant certifications such as CFP, EA, or CPA are a plus.

Additional Information

This role is remote with an in-office final interview requirement. The position pays $35 per hour, fixed and non-negotiable.

Equal Opportunity

EY is an equal opportunity employer offering a work environment free of discrimination. Accommodation requests should be sent to gignow.recruiting@ey.com.

Key skills/competency

• Tax Research
• Customer Service
• Tax Planning
• Financial Counseling
• Research
• Communication
• Analytical Skills
• Compliance
• Detail-Oriented
• Problem-Solving