What are the responsibilities and job description for the Seasonal Tax Preparer position at Crystal Clear Tax Solutions Inc?
Job Duties/Description: This is is a great opportunity to grow your skills. Most of our clients have moderately complex to very complex tax returns, including many small businesses, rentals, and farms. You will be closely supervised and work along side skilled and experienced preparers who are supportive and have the heart of a teacher. Our clients are very important to us and we pride ourselves on providing top notch service. We offer drop off service, virtual tax prep, and traditional in-person services.
- Work with clients and staff to timely prepare accurate tax returns and provide tax planning services.
- Tax returns are prepared in Drake Tax; experience is a bonus, training will be provided.
- Use software to manage all aspects of client interaction including status of tax return, messages, emails, phone calls, etc.
- Work with clients in person, over the phone, and virtually.
Requirements:
- An active Oregon Tax Preparer or Tax Consultant license required.
- Intention of long-term work relationship - we want a tax pro who wants to come back every tax season and work some extension season hours. Tax pro's who have been with us for more than 1 season take part in Profit Share bonuses each year.
- Willingness to learn our systems and procedures and adapt to how our company does business.
Compensation:
- Hourly pay depending on experience. LTC's will start higher than LTP's.
- Opportunity for Profit Share after completing first tax season.
- SIMPLE IRA match available after 1st year of employment.
- Company paid OSTC membership, PTIN and OBTP license reimbursement. Some education provided including 6 hours federal update annually. $400 annual CTE reimbursement available.
Schedule: This position will start immediately with on the job training 2-4 days per week (about 2-3 hours/day) until you're comfortable to work on your own.
- Jan-end of tax season (usually end of April): Tuesday thru Friday 9am to 1pm. Saturday, Sunday, Monday off.
- Some opportunity for off-season work available.
You will work alongside the Resident Consultant and other staff preparing drop-off/virtual tax returns. You will also spend part of your week shadowing seasoned tax professionals - learning best practices and tips. The position is seasonal, and we are looking for candidates who would like to return year after year, becoming part of our little family here in Sandy.
No Remote Work
Job Type: Part-time
Pay: From $16.50 per hour
Expected hours: 16 – 20 per week
Compensation Package:
- Performance bonus
Work Location: In person
Salary : $400