Tax Professional

:

- Conduct in-depth interviews with clients to gather all necessary information and materials for tax return preparation.

- Explain tax codes, rules, and processes to clients, providing guidance and advice throughout the tax preparation process.

- Prepare and complete accurate tax-related forms for clients, including multiyear, multi-state, and year-end tax forms.

- Provide printed copies of completed tax returns for clients to review and sign.

- Answer client calls and questions regarding tax-related concerns.

- Conduct face-to-face tax interviews with clients to ensure a thorough understanding of their tax situation.

- Complete all tax forms in compliance with policies, legislation, and regulations.

- Generate business growth and enhance client retention through effective service and relationship-building.

- Process payments for clients' tax returns.

- Offer future tax planning advice and strategies to clients.

- Resolve client complaints or escalate situations to the manager for resolution.

- Support office priorities through collaboration and teamwork.

Canvasing neighboring communities to generate clientele.

**Skills for Success:**

- Active PTIN (Preparer Tax Identification Number) required (Assistance will be provided for PTIN registration with IRS).

- Exceptional customer service skills and a commitment to providing an outstanding client experience.

- Excellent communication and interpersonal skills.

- Experience working effectively in a fast-paced environment.

- Basic knowledge of computer functions, technology, and mathematics.

If you are passionate about tax preparation, customer service, and helping clients navigate the complexities of tax laws, we invite you to join our team at Xquisite Tax and Financial Services. Apply today to contribute to a thriving environment where you can make a meaningful impact on our clients' financial well-being.

Job Types: Full-time, Part-time, Seasonal

Pay: $18.00 - $25.00 per hour

Benefits:

• Flexible schedule

Experience level:

• 1 year
• 2 years
• 3 years
• Under 1 year

Schedule:

• 8 hour shift
• Day shift
• Evening shift
• Monday to Friday
• Weekends as needed

Education:

• High school or equivalent (Required)

Experience:

• Tax experience: 1 year (Preferred)

License/Certification:

• PTIN (Preferred)

Work Location: In person