Tax Professionals Compliance Officers 

Data Entry Clerks Notary Public

Tax Strategist Accountants

Welcome to 2 Financially Lit

Your Path to Financial Success!

Warm Welcome to Join Our Team!

We are excited to extend a warm welcome to individuals who are passionate about finance, dedicated to excellence, and eager to be a part of our mission. Joining our team means joining a community of professionals who are committed to making a meaningful impact in the financial world.

Remote and Local Positions Available:

Whether you prefer to work from the comfort of your own home or thrive in a local office environment, we have opportunities for you. At 2 Financially Lit, we offer both remote and local positions to accommodate diverse work preferences and locations. Our commitment to flexibility ensures that you can contribute your skills and expertise in a way that suits your lifestyle.

Background Check and Certification Requirements:

To maintain the trust and integrity of our clients, many of our positions require background checks and specific certifications. Background checks are conducted to ensure the safety and security of our clients' sensitive financial information. Additionally, certain roles, such as Tax Preparers and Tax Compliance Officers, may require certifications like a PTIN (Preparer Tax Identification Number) to meet regulatory compliance.

We encourage applicants to review specific job descriptions to understand the certification and background check requirements for each position. These requirements are in place to uphold the highest standards of professionalism and to provide our clients with the exceptional service they deserve.

If you're ready to embark on a fulfilling career journey in the world of finance, 2 Financially Lit is the place to be. Join our team, and together, we will empower our clients to achieve financial success and make informed financial decisions. Your expertise, dedication, and passion will play a vital role in shaping a brighter financial future for all. We look forward to welcoming you aboard!

At 2 Financially Lit, we believe that financial empowerment is the key to a brighter future. We are a dynamic and forward-thinking tax office committed to providing top-notch financial services, tax expertise, and strategic guidance to our valued clients. Our mission is to empower individuals and businesses to make informed financial decisions, reduce tax burdens, and achieve their financial goals.


Our Positions

Tax Preparer

Job Description 

2 Financially Lit is seeking a Tax Preparer with a valid PTIN and 1-2 years of experience to assist clients in preparing and filing their tax returns accurately and efficiently. The Tax Preparer will stay up-to-date with tax laws and regulations, review financial documents, and work closely with clients to maximize their tax benefits while ensuring compliance. Attention to detail and strong analytical skills are essential. Join our team and play a vital role in helping clients navigate the complexities of taxation. 

Tax Compliance Officer

Job Description

 We are looking for a Tax Compliance Officer to join 2 Financially Lit's team. In this role, you will be responsible for auditing tax returns before submission via e-file to ensure accuracy and compliance with tax laws and regulations. The Tax Compliance Officer will analyze financial data, conduct thorough reviews, and provide recommendations to correct errors or discrepancies. Attention to detail and a deep understanding of tax compliance are essential to excel in this position. 

Tax Strategist

Job Description

2 Financially Lit is seeking a skilled Tax Strategist to help clients proactively plan and optimize their tax strategies. The Tax Strategist will analyze financial situations, identify tax-saving opportunities, and develop comprehensive tax plans tailored to each client's unique needs and goals. This role requires a strong understanding of tax laws and regulations, as well as the ability to communicate complex tax strategies clearly. Join our team and make a significant impact on our clients' financial success through strategic tax planning. 

Notary

Job Description

 2 Financially Lit is seeking a dedicated Notary to join our team. The Notary will play a crucial role in verifying and certifying legal documents, ensuring their authenticity and legality. This position requires meticulous attention to detail, excellent communication skills, and a commitment to upholding the highest standards of integrity and confidentiality. As a Notary, you will interact with clients, witness document signings, and maintain accurate records. Join our team and be an integral part of our mission to provide top-notch tax and financial services. 

Accountant

Job Description

Are you a detail-oriented and experienced Accountant looking for a dynamic role in a tax office? 2 Financially Lit is searching for an Accountant to manage financial records, prepare tax returns, and provide expert financial guidance to our clients. The ideal candidate should have a strong understanding of accounting principles, tax regulations, and financial analysis. Join our team and contribute to our clients' financial success by delivering accurate and comprehensive financial services. 

Receptionist/Assistant

Job Description 

Join 2 Financially Lit as a Receptionist and be the welcoming face and voice of our tax office. As a Receptionist, you will be responsible for greeting clients, answering phones, scheduling appointments, and maintaining a professional and organized front office. Excellent communication and customer service skills are essential. If you thrive in a fast-paced environment and have a friendly demeanor, we invite you to be a part of our team and help create a positive client experience. 

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