Tax Preparer

Full Job Description

If you are an enthusiastic, detail oriented, self-motivated team player with 1 years of experience preparing tax returns and managing tax engagements and are ready to join a company that can offer Career Growth, Competitive Pay, Flexible Schedules, and advance tax training we encourage you to apply!
As a Tax Preparer you will primarily be responsible for preparing complete and accurate tax returns while delivering outstanding client service. Secondary responsibilities will be office duties such as maintaining e-mails, E-marketing through social media, corresponding and updating clients.
Primary Responsibilities

· Conduct tax interviews.

· Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.

· Deliver outstanding customer service.

· Uncover potential deductions and credits.

· Ensuring client confidentiality and privacy.

· Increasing retention of all clients.

· Offering additional products and services.

· Office duties.

Must have Qualifications

· High School Diploma or equivalent (GED), required.

· 1 Years of Experience in Preparing Complex Individual Tax Returns

· Possess a Valid and Active Preparer Identification Number (PTIN).

· Computer Savvy, familiar with Microsoft Office, Word, Excel, and professional email communication.

· Phone Etiquette.

· Strong accuracy, attentions to detail and organization skills.

· Pleasant personality with a demonstrated ability of providing excellent customer service.

· Must be able to prioritize and perform multiple tasks.

· Ability to work independently and self organize/prioritize ones work.

· Strong verbal and written communication skills with the ability to effectively communicate in person and via phone.

· Must be able to work as part of a team and a desire to learn.

· Other financial support functions performed as assigned.

Preferred Qualifications

· Bachelors in Accounting or related field.

· CPA, CPA Candidate or Enrolled Agent Certification.

· Experienced with Federal/State tax resolution services.

· Sales Experience, Preferred.

Work Remotely

• No

Job Types: Full-time, Part-time, Temporary, Contract, Internship

Benefits:

• Flexible schedule

Education:

• High school or equivalent (Preferred)

License/Certification:

• PTIN (Preferred)

Work Location: In person