Tax Professional

Benefits:

Bonus based on performance

Opportunity for advancement

Training & development

Benefits/Perks

Careers Advancement Opportunities

Flexible Scheduling

Competitive Compensation

Seasonal job with an opportunity to be permanent

Job Summary

We are seeking a knowledgeable Tax Professional to join our team. In this role, you will prepare clients’ tax filings and advise them on strategies to maximize savings and make sound financial decisions. The ideal candidate is detail-oriented, highly organized, and has a strong understanding of tax laws and best practices in tax preparation.

Responsibilities

Conduct initial meetings with potential clients to discuss the services offered and estimates of cost

Educate clients on the tax submission process

Analyze income statements, previous tax returns, and other financial records to determine taxable income

Provide sound advice to clients on minimizing their tax obligations

File personal and business taxes in an accurate and timely manner

Communicate with tax authorities when necessary

Qualifications

Bachelor’s degree in accounting or a related field (preferred)

Valid Preparer Tax Identification Number (PTIN)

Previous experience as a Tax Professional

Knowledge of federal and state tax laws

Skilled in Microsoft Excel and accounting software

Excellent mathematical and analytical skills

Strong verbal and written communication skills

Managing multiple requests via telephone, text messages, Whats App and social media

Must be bilingual in Spanish and English