Tax Season Position
Preparation of individual and business income tax returns. Position is fulltime during tax season (Jan - April 15th) then flexible part-time hours remainder of year.
The ideal candidate will have :
- Absolute commitment to client privacy
- Deliverables-based mindset; accuracy and completeness must be intuitive
- Ability to incorporate peer and supervisor corrections instinctively
- Adaptable mindset to support team objectives
- Analytical nature
Preferred experience :
Proactively contacting client via phone / in person to gather and organize confidential financial informationAccurately input data into tax preparation softwareComparing current year to prior year data; discover possible overlooked or pending dataFollowing-up with clients, ensuring all pending data received timelyIdentifying potential deductions, credits, and tax-saving strategiesStaying current with changes in tax laws and regulations through ongoing education and professional developmentAdhering to company standards in data retention, file naming and storagePerforming basic administrative tasks such as answering phones, scanning documents, maintaining work process logsSkills and qualifications :
Education / Certification :A high school diploma or equivalent is requiredTax preparation skills preferredTechnical skills :Proficiency with Windows ExplorerMS Spreadsheet and Word ProcessingLearning new softwarePrecise / accurate use of computer keyboard and mouseAnalytical and problem-solving skills :Analyze financial data, solve problems, identify strategies to minimize tax liabilitiesIdentify, categorize, replicate work flow similarities among files with similar data setsAttention to detail :Meticulous attention to accuracy in calculations and data entryUniformly apply software file selections among all clients of similar categoryCommunication skills :Excellent verbal and written skillsEthics :Unquestionable ability maintaining confidentiality and ethical standards