Vacancy expired!
Are you a highly motivated individual with a willing attitude? Are you resourceful, work well under pressure, and can meet deadlines? Do you like to collaborate and help clients and team members? Do you smile often and enjoy a good laugh? If you answered “yes” to all the above, you might be the tax professional we are looking for.
It's an exciting time to join the growing Craven Financial Solutions Team! The company was established in 2016 and we are an ambitious, highly productive team that helps business owners and individuals with tax preparation, tax resolution, and consulting. We do this through empathy, integrity, ethics, and trust, we are committed to building the strongest relationships we can with our clients and employees. Our primary goal is to provide excellent service and insightful advice to enable our clients to make informed financial decisions.
Craven Financial Solutions is not your typical tax and accounting office. All of us here love what we do, and it shows in our unique perspective and how we treat our clients. We are warm, down-to-earth, approachable, and friendly. Our happy clients are the result of our commitment to provide excellent service in a peaceful environment.
We are currently looking to hire a Tax Specialist who ambitions to grow a career in the tax industry. The currently available position is for a tax professional who will play a key role within our team. You will work closely with the CEO, interact with great clients, and will have opportunities for advancement and professional development, with the possibility to take over as a manager for our headquarters located in Medford in the Woolworth Building.
Duties and Responsibilities:
Develop new clientele opportunities through referrals, networking, marketing, and lead databases
E-filing and packaging returns; send client surveys and e-file confirmations
Help us grow top-notch client service by participating in trainings.
Gain customer trust and respect by establishing and maintaining effective relationships
Record customer information within our customer service database
Ability to exercise judgment, use discretion, and make appropriate decisions
Adapt to new and ever-changing technology as we build our processes and workflows.
Represent our agency within the community
Position starts in January 2022 and will last through Tax-season - with some training in November and December.
Experience/Qualifications:
0-2 years tax experience
LTP and/or LTC (Possibility to obtain LTC if you do not currently have one).
Additional Required Skills:
Helpful. Likes people and wants to interact and collaborate with clients and team
Ability to manage multiple priorities simultaneously
Professional, friendly, and reliable with a desire for growth
Attention to detail, but also able to see the big picture.
Resourceful and decisive
Supportive to the CEO and problem solver.
Proficiency using multiple software
High degree of comfort with the paperless workflow system and latest technology
Pay Range:
DOE - This position starts off as strictly commission-based but will have the opportunity to become salary with bonuses. Commissions for this position will be 50%.
Benefits:
Opportunity for training, growth, and advancement to a career in tax preparation
Environment where we prioritize work/life balance
Friendly business-casual work atmosphere
Possibility to obtain your Enrolled Agent (EA)
Education reimbursement
Schedule
On appointment basis
Location
In-office – The Woolworth Building. Medford, Oregon
APPLY ON THE LINK BELOW https://form.jotform.com/212389241076153
This post will remain open until the end of October when we will start calling applicants in for interviews.
Equipment/Machines/Tools Typically Used: phone, computer, marketing & customer relationship management software, printer/scanner, calculator, stapler, pencils/pens, scissors, and rulers.
Craven Financial Solutions is an equal opportunity employer and a drug-free workplace.
