Tax Professional / We will Train

Job Description

Job Description

We are looking for a tax preparer to join our team! You will be responsible for preparing and analyzing financial records for our clients , which is the every day American .

Responsibilities :

• Prepare and examine accounting records, financial statements, taxes, and other financial reports
• Develop and analyze reporting for business operations and budgets
• Perform audits, ensuring adherence to standard requirements
• Create new processes to improve financial efficiency
• Report analysis and findings to management team Key Responsibilities
• Conduct thorough, friendly in-person interviews with clients using our proprietary tax software
• Prepare and file individual tax returns accurately, ensuring compliance with all regulations
• Deliver exceptional client experiences by anticipating needs and communicating clearly
• Present and explain company products and services using effective selling techniques
• Identify upsell opportunities and educate clients on additional services that meet their needs
• Maintain confidentiality and handle sensitive financial information
• Resolve client questions and issues promptly, escalating when necessary
• Support marketing efforts and participate in call campaigns to grow the client base
• Monitor client flow and communicate staffing needs as necessary
• Perform daily audits to ensure accuracy, compliance, and proper documentation

​ Qualifications :

Company Description

Busy tax office, never a dull moment, energetic fun place to grow and learn. We aim to create a culture where our staff feels supported, a place to learn and evolve, we work hard but we play hard as well. Looking forward to meeting our new team members.

Company Description

Busy tax office, never a dull moment, energetic fun place to grow and learn. We aim to create a culture where our staff feels supported, a place to learn and evolve, we work hard but we play hard as well. Looking forward to meeting our new team members.