Tax Preparer

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