What are the responsibilities and job description for the Enrolled agent position at Rocio Camacho-Farmers Insurance Agency?
We are looking for a goal-driven Tax Preparer to be responsible for advising clients, analyzing tax data submitted by clients, and filing and submitting tax returns.
Tax Preparers should ensure confidentiality, provide excellent service to promote repeat business, and provide future tax planning to clients.
To ensure success as a Tax Preparer, you should be knowledgeable of legislation and regulations, provide excellent service to clients, and maintain the high standard set by the organization.
Ultimately, a top Tax Preparer will be detail-oriented with excellent oral and written communication skills to handle correspondence from clients and tax authorities.
Benefits
Annual Base Salary Based on Experience
Health Insurance
Dental Insurance
Vision Insurance
Responsibilities
- Setting up meetings with clients.
- Advising clients about the tax preparation process.
- Preparing and submitting tax returns for clients.
- Handling communication from clients and tax authorities.
- Auditing all tax forms for completeness and accuracy.
- Data entry
- Signing income tax returns on behalf of individual clients.
- Client Follow up
Requirement
- Bilingual, fluent in both English and Spanish.
- Accounting or Finance.
- Registration with the IRS with a valid PTIN.
- Minimum of 3 years experience.
- Computer skills
- Strong oral and written communication skills.
- Must ensure confidentiality.
- Adhering to strict FCC rules, please don't apply if you have any charges related to theft, violence, drugs within the past seven years or ANY past convictions concerning violation of the FCC rules.
Last updated : 2024-11-17
Salary : $30,000 - $50,000
