Job Description
Collecting relevant financial records, including pay stubs and income statements
Inputting data from financial records into tax return software
Using applicable federal and state tax law to determine deductions
Completing and filing tax documents with the appropriate agencies, IRS and State entities
Acting as a representative for clients with applicable agencies as required
Interviewing clients about their income and expenses
Excellent customer service skills, including patience and flexibility
Great organizational skills, time management
Strong written and verbal communication skills
Building customer relationships to promote and expand the business
Minimum 2+ seasons of paid tax experiences, Minimum 30+ tax returns prepared per season and active credentials such as CPA, EA, practicing attorney
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