Vacancy expired!
We’re looking to hire a CTEC Licensed Tax Preparer, part time, who can also provide day-to-day accounting support for our growing office. Candidates applying for the role should be highly organized and must perform multiple tasks for different teams/clients at the same time. Any sort of experience with marketing campaigns and an understanding of what “excellent customer service” means is valued highly. Ideally, the candidate should be able to both administer daily sales activities and brainstorm innovative ideas to improve our client relationships. The Candidate should drive growth to our company by being an essential part of the team.
First and foremost, the candidate should be experienced in both Personal and Corporate Return preparation (1120, 1120S, 1065) as well as SMLLC and DBA.
Prepare, file and retrieve tax-related documents and be able to answer Client questions.
Design and implement an array of different tax strategies.
Update internal databases with account information.
Coordinate meetings, calls and face/face as well as virtual Client meetings.
Conduct research on prospective clients.
Collaborate with internal teams to ensure proper pre-and post-sales service.
Be able to clearly communicate Client feedback to Management.
Create detailed reports of financial reports.
Perform market and competitive research.
Be CTEC Certified with California.https://bj-financial.zohorecruit.com/candidateportal - Go here to applyhttps://bj-financial.zohorecruit.com/jobs/Careers
Requirements:
Proven work experience as an Account Coordinator, Sales Coordinator or any other similar role.
Excellent computer skills (or just not be afraid of technology).
Hands-on experience with any CRM & Quickbookssoftware.
Experience with marketing/advertising campaigns.
Organizational and time-management skills.
Strong communication skills with a problem-solving attitude.
