Now Hiring

Tax Professional

Click here for Applicant Questionnaire, and to upload your resume.

Position Summary

This position is responsible for the preparation of tax returns for business and personal clients. Our company handles federal and state (Arizona, and other states) tax returns for small businesses and individuals.  The types of returns prepared are 1120, 1120S, 1065, 990, and 1040.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Manage the tax preparation process and prepare and file tax documents for clients who have dropped off or scanned in their tax documents.

  2. Use knowledge of tax laws to review and research tax advantages for each client.

  3. Conduct self-reviews of tax preparations by printing summary reviews and ensuring all information being submitted is accurate.

  4. Maintain up-to-date records by entering data into the Pro Series tax software.

  5. Manage client records through Insightly client relationship management software.

  6. Update journal entries for clients through Quickbooks accounting software.

  7. Ensure the confidentiality of each client by following all company procedures regarding information handling.

  8. Attend to the needs of clients to inspire them to refer the service and come back the following year.

  9. Establish and nurture professional relationships with all clients and vendors.

  10. Comfortable working in and maintaining a paperless office environment.

*The individual in this position has the opportunity to grow into a full-time client-facing role, based on their overall performance, with additional responsibilities.

Click here for complete Job Description