Retail Tax Professional and Office Supervisor- Kettering, OH

We are a family-owned tax office with 5 locations in the Dayton area. We are looking to grow our team with kind, friendly individuals seeking a fun and pleasant work environment. If this describes you, please apply!

• At least three years of experience preparing individual tax returns, including federal, state, school district, and city income taxes.
• Comfortable interviewing clients and completing tax returns with clients present.
• Valid PTIN issued by the IRS.

• Experience with Schedule C, Schedule D, and Schedule
  
  E.

• Strong business tax preparation experience with extensive knowledge of tax laws, evidenced by 3+ years of recent experience preparing federal and state business tax returns.
• Minimum of 2 tax seasons of personal tax preparation experience, with at least 30 tax returns per season in a paid setting.
• Bookkeeping experience related to tax preparation.
• Experience preparing business tax returns for service industry clients.
• Knowledge of Circular 230.
• Proficiency with technology, including computer operations and software.
• Excellent customer service skills, capable of interacting professionally via video and audio tools.
• Strong verbal and written communication skills.
• Critical thinking, problem-solving, research skills, and determination.
• Ability to work efficiently in a fast-paced environment with minimal supervision.
• Experience supervising a tax team and supporting team members.
• Ability to communicate with the owner regarding recruiting, interviewing, and hiring seasonal employees.
• Focus on maximizing customer service and increasing sales.
• Ability to perform administrative functions, develop and monitor work schedules, and ensure quality standards.
• Monitor team performance, review reports, and address issues proactively.
• Maintain organized filing systems for tax documents.
• Ensure timely distribution of client refund checks.
• Follow up with clients who have voided or held returns to encourage completion.

• High school diploma or equivalent; related business experience preferred.
• Studies in management, tax preparation, or accounting are advantageous.
• Previous tax preparation experience with a PTIN.
• Management or supervisory experience is desirable.
• Proficiency in various computer software applications, including email, internet, Word, Excel, and tax software.