We’re looking for experienced tax professionals with strong communication skills and an eye for detail. Our tax preparers enjoy a client-centered, solutions-oriented community of peers with the common focus of outstanding service and professional development. Must have the ability to multitask, work in a high-volume environment, and ensure quality and compliance.
Responsibilities:
Preparing client tax returns and reviewing tax returns.
Ensure delivery of client returns in a timely manner
Mentor and educate team members
Scan documents and file tax returns
Perform research as needed to resolve client tax issues
Take client payments
Make calls to clients for appointment
Qualifications:
Experience preparing and reviewing 1040 (with all schedules) 540
Strong technology skills
Ability to work collaboratively with tech support, tax support via phone and remote on computer
2 year tax experience
Current/Active CTEC, PTIN preferred or complete our FREE online course for CTEC certification