Tax Professional

Ohana Tax Service, Inc.

Looking for Professional Tax Preparers

We are looking for experienced Tax Preparers to deliver quality service and tax return preparation. We are always looking for top performers to add value and make a difference in our clients’ lives.

We have a passion for our employees and our clients, recognizing and appreciating that our team members are our single greatest asset. As a popular, yet small locally owned business, we require a consistent focus on quality, service, performance and results.

We are offering flexible work schedules, along with competitive wages.

Responsibilities

• Presents the company's value to clients concerning various services
• Conducts a thorough in-person interview with potential clients, using the company's tax software application

Collecting and organizing confidential information about client’s income, expenses, and allowances

• Delivers exceptional customer service by anticipating client needs and considers the impact of all decisions/actions on the client
• Answering client calls and emails in a timely manner
• Completes all related tax forms in accordance with policies, and in compliance with tax law and IRS and State regulations
• Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion
• Answers questions and provide future tax planning to clients
• Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns
• Reviews all tax return forms for accuracy and completeness to ensure they are correct
• This position has access to and regularly works with information of a sensitive, highly confidential nature, and regularly deals with diverse matters which require a working knowledge of the business

Qualifications

• Top candidates for this position will have experience providing exceptional client service and performing multiple tasks in a face-paced environment
• High school Degree or equivalent
• Experience in successfully preparing tax returns, and working with the public
• PTIN (Preparer Tax Identification Number) required and C.E. credits current
• Good communication, interpersonal and customer service skills
• Basic knowledge of computer functions and math required, previous tax software experience
• Strong attention to detail and accuracy

Preferred Qualifications

• 3 year of experience preferably in tax preparation and customer service
• Enrolled Agent (EA) certification (not mandatory)

Other Details

• Pay Type: Hourly
• Employment Indicator: Seasonal

We appreciate your interest in Ohana Tax Service. Ohana Tax Service is an equal employment opportunity employer.

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

Pay: $22.00 - $25.00 per hour

Benefits:

• Flexible schedule

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• High school or equivalent (Required)

Experience:

• Accounting: 1 year (Preferred)
• Tax Experience: 3 years (Required)

License/Certification:

• PTIN (Preferred)

Work Location: In person

Salary : $22 - $25