Tax Professional
We’re hiring a skilled tax professional to help clients file taxes more efficiently. You’ll educate businesses and individual clients on tactics to optimize their tax payments and advise them on how to save more in the future. Applicants should be strong communicators who can simplify complex tax information and provide excellent customer service. If you pride yourself on a high level of accuracy in your work and love helping people, please apply today!
Compensation:
$50,000 - $60,000 yearly
Responsibilities:
- Check each tax form for accuracy and tax compliance
- Advise the client on tax planning steps they can take to ensure they fulfill all tax obligations and continue to pay the minimum amount of taxes in the future
- Schedule consultations to go over tax strategy with clients and provide a price estimate
- Honor client privacy by keeping confidential documents safe and organized
- Serve as a liaison between tax authorities and the client, submitting the final tax forms on their behalf
- Serve as a liaison between tax authorities and the client, submitting the final tax forms on their behalf
- Handle tax filing in an organized, secure manner to ensure each client's privacy is protected
Qualifications:
- Familiar with basic computer skills, including Microsoft Excel
- Bachelor’s degree in accounting, finance, or related field required
- Experience using standard tax software to file returns
- Understands state and federal tax laws and can quickly interpret sections of the tax code for basic and atypical tax forms
- Five years of experience working as a tax preparer
Must have a college degree in accounting, finance, or a similar field
About Company
We are collaborative, supportive, and fast-paced. Our goal is to do accurate accounting work and meet deadlines for happy clients. We genuinely care about the success of clients and take their financials very seriously.
Our work environment includes:
- Lively family atmosphere
- Safe work environment
- Casual work attire
- Very team & goal-oriented
Shockley Bookkeeping & Tax Services is designed to help small businesses in our local area with accounting, payroll, sales taxes, and individual tax services, along with Partnership, S Corporation, C Corporation, and Non-Profit tax filings.
Shockley Bookkeeping has been in business for over 15 years. We believe that local small businesses are the backbone of every community. If they succeed, then we all succeed. Accounting is the foundation of the success of every business. We love numbers, and accounting is what we do best!