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Emerge Global Reach


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Are you looking for the opportunity to make an impact?




Job Description:


Imagine a Tax Specialist role where you can
work from your home office, engage with a variety of unique and interesting
businesses, enjoy amazing culture, and be part of a banking revolution. Sounds
too good to be true? Well, imagine no more. Our client is a new, virtual
membership-based bank focused on providing bookkeeping and tax services to
their members who are freelancers, entrepreneurs, and small businesses needing
help starting their financial ecosystem.
Emerge is a rapidly
growing business services enterprise, providing solutions for our clients that
build a strong brand identity and increase revenue. We are seeking a Tax
Specialist with experience working with multiple small business clients to
deliver bookkeeping, tax services, and exceptional customer service to the
bank’s members. If you like working with a variety of different businesses,
want to be part of a new banking revolution, and are not afraid to communicate
while on camera, then this role is for you. What are you waiting for?

Job Responsibilities  

  • Regularly meet with new and
    existing members to determine needs and create trust to drive engagement
    and retention of bank services
  • Possess a strong understanding
    of products and members’ sense of urgency to create an exceptional
    customer experience
  • Prepare annual tax returns
    (federal and state), file extensions, and amendments for members
  • Update member information
    including the following:
Personal information
W4 updates
Residency updates
Manage exemptions

Input and catalog
member queue for receipts
  • Participate in tax
    interviews/planning calls with members to prepare for upcoming tax season
  • Assist in identifying
    opportunities for business growth, increase member retention, and offer
    additional bank products and services
  • Provide an exceptional customer
    experience to members
  • Perform other duties as assigned
  • Leading a team of Tax


  • B.A. or B.S. degree/ CPA
  • 2+ years' experience working as
    a tax preparer or tax specialist for small business
  • Excellent written and verbal
    communication skills
  • Meticulous organization skills
    and attention to detail
  • Capacity to work independently
    and/or collaboratively with a team
  • Desire to thrive in a
    fast-paced environment
  • Experience with high-touch
    customer service
  • Leading a Team of Tax


Work Environment

  • Hybrid
    Work Environment Preferred – NYC
  • Open
    to remote for the right candidate
  • Must
    be comfortable being 'on-camera'
  • Reliable,
    high-speed internet connectivity and a quiet workspace, free of distractions
  • Multiple
    shifts offered including days/nights/weekends
  • Applicants
    must be currently authorized to work in the United States on a full-time
  • Competitive
    salary plus benefits package
  • Team-oriented,
    fun, and collaborative culture


Emerge seeks,
in all its operations, to employ individuals for available positions based on
their qualifications, working knowledge, and competency. Emerge has a
continuing commitment to ensure that fair and equal employment opportunities
are extended to all qualified persons without regard to race, color, religion,
sex, sexual orientation, national origin, age, disability, veteran status,
predisposing genetic characteristics, familial status, marital status, domestic
violence victim status or any other protected characteristic or based on their
relationship or association with members of a protected class. Emerge is
committed to diversity in its most inclusive sense.