Looking for certified CTEC and PTIN candidates.
Must be bilingual in English and Spanish.
If you are a detail-oriented individual with a strong background in marketing, customer service, and taxation skills, we invite you to join our team as a Tax Preparer.
In this role, you will be responsible for preparing accurate tax returns for individuals and businesses while ensuring compliance with relevant tax laws.
You will have the opportunity to utilize your knowledge of financial sales, corporate accounting, math principles, and technical accounting concepts to provide valuable insights to our clients.
Duties
- Prepare and file accurate tax returns for individuals and businesses
- Review financial records, such as income statements and balance sheets, to determine tax Responsibilities
- Utilize knowledge of tax laws and regulations to ensure compliance
- Identify potential deductions and credits to maximize clients' tax refunds or minimize their tax liabilities
- Communicate with clients to gather necessary information and answer any tax-related questions
- Use specialized software and tools to assist in the preparation of tax returns
Qualifications
- Previous experience with interviewing clients & other Tax Preparer roles
- Strong knowledge of financial sales, corporate accounting, and marketing
- Familiarity with Drake software and other compatible software are a plus
- Strong analytical skills to analyze financial data and identify potential deductions or credits
- Ability to provide exceptional customer service and build rapport with clients
- Knowledge of technical accounting concepts related to taxation
Job Types: Full-time, Part-time, Seasonal