Experienced Tax Professional

Job details

Qualifications

• Experience 2 years in one or more of the following:
• Tax Preparation
• Bookkeeping or Accounting
• Mortgage or Financial services
• Banking

Full Job Description

Tax Preparer conducts an in-depth interview with the client and obtains all information and material required for tax return preparation. They fully communicate to clients the procedures, paperwork, and timeframes applicable to the service being provided. The tax preparer accurately prepares all paperwork and completes all required data entry accounting to office policy and procedures.

Character Traits & Skills

*Basic Tax knowledge

*Comfortable with computers

*Self-confident

*Professional

*Friendly

*Courteous

*Bilingual a plus

Duties

- Provides first-rate customer service by striving to win over every customer.

- Conducts a thorough client interview.

- Thoroughly explains the appropriate procedure and flow of the client's chosen service and the benefits of each service offered.

-Accurately input all client information into the tax perp computer.

-Correctly completes all applicable paperwork for client's chosen services.

- Answers and researches all tax questions to completion.

- Increases tax knowledge by completion all 18 practice problems.

- Fulfills all office administrative requirements including clearing out returns on hold and fixing IRS rejections.

- Acts as receptionist when one is not scheduled.

Job Types: Part-time, Temporary

Pay: Starting at $12.00 per hour

Supplemental Pay:

• Bonus pay

Experience:

• Tax Preparation: 2 year (Preferred)

Work Location:

• Multiple locations

Employment Length:

• 4 - 6 months

PTIN Certification:

• Yes

This Job Is:

• A job for which all ages, including older job seekers, are encouraged to apply

Work Remotely:

• No

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

Pay: $12.00 - $16.00 per hour

Compensation Package:

• Bonus opportunities

Work Location: In person

Salary : $12 - $16