Looking for Part-Time /Full-Time Tax Preparers
We are looking for experienced Tax Preparers to deliver quality service and tax return preparation. We are always looking for top performers to add value and make a difference in our clients’ lives.
We have a passion for our employees and our clients, recognizing and appreciating that our team members are our single greatest asset. As a popular, yet small locally owned business, we require a consistent focus on quality, service, performance and results.
We are offering flexible work schedules, along with competitive wages.
Responsibilities
Presents the company's value to clients concerning various services
Conducts a thorough in-person interview with potential clients, using the company's tax software application
Collecting and organizing confidential information about client’s income, expenses, and allowances
Delivers exceptional customer service by anticipating client needs and considers the impact of all decisions/actions on the client
Answering client calls and emails in a timely manner
Completes all related tax forms in accordance with policies, and in compliance with tax law and IRS and State regulations
Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion
Answers questions and provide future tax planning to clients
Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns
Reviews all tax return forms for accuracy and completeness to ensure they are correct
This position has access to and regularly works with information of a sensitive, highly confidential nature, and regularly deals with diverse matters which require a working knowledge of the business
Qualifications
Top candidates for this position will have experience providing exceptional client service and performing multiple tasks in a face-paced environment
High school Degree or equivalent
Experience in successfully preparing tax returns, and working with the public
PTIN (Preparer Tax Identification Number) required and C.E. credits current
Good communication, interpersonal and customer service skills
Basic knowledge of computer functions and math required, previous tax software experience
Strong attention to detail and accuracy
Preferred Qualifications
3+ year of experience preferably in tax preparation and customer service
Enrolled Agent (EA) certification
Other Details
Pay Type: Hourly
Employment Indicator: Seasonal