Receptionist/Tax Preparer

Overview
We are seeking a detail-oriented and organized Tax Preparer to join our team. In this role, you will be responsible for assisting clients with their tax preparation needs, ensuring accuracy and compliance with tax regulations. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to manage multiple tasks efficiently. This position is essential in providing excellent customer service while maintaining confidentiality and professionalism.

Responsibilities

• Prepare and file federal and state tax returns for individuals and businesses.
• Gather and analyze financial information from clients to ensure accurate reporting.
• Review financial documents for completeness and accuracy.
• Maintain organized records of tax documents and client information.
• Communicate effectively with clients regarding their tax situations, answering questions and providing guidance.
• Perform data entry tasks related to tax preparation and filing.
• Proofread all completed tax returns to ensure accuracy before submission.
• Manage calendars to schedule client appointments efficiently.
• Utilize computerized systems for filing and record-keeping.
• Exhibit strong phone etiquette when communicating with clients.

Qualifications

• Proven experience in tax preparation or a related field is preferred but not required.
• Strong organizational skills with the ability to manage time effectively.
• Excellent data entry skills with a keen eye for detail.
• Proficient in proofreading documents to ensure accuracy.
• Familiarity with clerical tasks such as filing, typing, and calendar management.
• Ability to work independently as well as part of a team in a fast-paced environment.
• Strong computer skills, including proficiency in tax software and Microsoft Office Suite.
• Excellent communication skills, both verbal and written.

Join our team as a Tax Preparer where your expertise will contribute significantly to our clients' financial well-being while fostering your professional growth in a supportive environment.

Job Types: Part-time, Temporary

Pay: $18.15 - $20.15 per hour

Expected hours: 20 – 30 per week

Benefits:

• 401(k)
• Flexible schedule
• Health insurance

Schedule:

• 4 hour shift
• 8 hour shift

Ability to Commute:

• Gilroy, CA 95020 (Required)

Ability to Relocate:

• Gilroy, CA 95020: Relocate before starting work (Preferred)

Work Location: In person

Salary : $18 - $20