What are the responsibilities and job description for the Tax Preparer position at Nevertheless Financial?
Job Title: Seasonal Tax Preparer
Location: Remote or In-Office Options Available
Position Overview:
We’re seeking a motivated and client-focused Seasonal Tax Preparer to join our team. This role is ideal for a tax professional who not only enjoys working with clients to navigate tax season but is also comfortable with the marketing aspect of attracting new clients. If you’re looking to expand your tax preparation expertise, learn about the latest software and banking products, and be part of a supportive team, we’d love to hear from you!
Responsibilities:
- Prepare individual and small business tax returns with accuracy and attention to detail.
- Actively participate in marketing efforts to attract new clients, including outreach within your network.
- Engage in training on our tax preparation software, banking products, and best practices to enhance client service.
- Maintain a professional, client-first approach in all communications and interactions.
Requirements:
- PTIN (Preparer Tax Identification Number) is required to begin preparing returns.
- If you hold an EFIN (Electronic Filing Identification Number), remote work is available.
- Strong interpersonal skills with the ability to build relationships and instill client confidence.
- Willingness to learn and grow through our required training program.
Preferred Qualifications:
- Previous experience in tax preparation (seasonal or otherwise) is highly valued.
- Familiarity with tax preparation software and banking products is a plus.
What We Offer:
- Comprehensive training on tax preparation software, banking products, and client service.
- Support in developing marketing strategies to help you grow your client base.
- A collaborative team environment that values your growth and client satisfaction.
Job Types: Full-time, Part-time, Temporary
Pay: Up to $120.00 per hour
Expected hours: 30 – 40 per week
Benefits:
- Flexible schedule
Compensation Package:
- Bonus opportunities
Ability to Relocate:
- Lumberton, NC 28358: Relocate before starting work (Required)
Work Location: In person
Salary : $120