Company: Plaza Tax
Location: San Marcos
Posted on: January 13, 2022
We are in need of an experienced tax professional to streamline
our clients' tax preparations. You'll advise clients on tax
optimization strategies and help them make smart financial
decisions to maximize their long-term savings. Jobseekers should
have great listening and customer service skills and the ability to
convey complex tax information in an approachable way. If you're a
detail-oriented professional who enjoys helping people, we have a
spot for you. Apply today!
Tell clients about the tax process and what the deadlines are to
make sure everything gets turned in on time
Use all eligible tax benefits for the client
Analyze each client's financial records, including their income
statements and previous tax returns to calculate the amount of
taxable income each client possesses
Schedule consultations to go over tax strategy with clients and
provide a price estimate
Handle tax filings in an organized, secure manner to ensure each
client's privacy is protected
Excellent communication skills, both written and verbal
Has a valid PTIN from the Internal Revenue Service
Experience using standard tax software to file returns
Basic computer skills and capacity for using Microsoft Excel at an
--- Valid CTEC registration preferred
We are fast pace company that operates an HR Block franchise. We
have the advantages of a big company without the corporate
pressure. We appreciate and reward talent and creativity.
Our company prepares an average of 3500 tax returns per year and we
do it having fun and with a smile on our face.
Keywords: Plaza Tax, San Marcos , Tax Advisor, Accounting, Auditing , San Marcos, California
Didn't find what you're looking for? Search again!