Job Description:
Reviews client source documents and prepares income tax returns for individuals, partnerships.

Education and Experience:
High school diploma required. Minimum of 1 year’ experience in income tax return preparation. Strong computer skills a must and experience using Drake Software a plus. Must be organized, have strong interpersonal skills, and professional telephone skills.  Secondary education, degree, or certificate preferred in accounting, finance or related business degree. Spanish speaking professionals encouraged to apply.

Key Competencies:
Verbal and written communication skills
Professional personal presentation
Customer service orientation
Active listener and critical thinking
Active learner
Judgment and decision making
Confidentiality
Information management
Organizing and planning
Attention to detail
Strong computer skills
Initiative, reliability and stress tolerance

Tasks include but not limited too:
Preparation of income tax returns for individuals and small businesses: reviews financial records, such as prior tax returns, income statements, and documentation of expenditures to determine forms needed to prepare returns.
Interview clients to obtain additional information on taxable income and deductible expenses.
Adheres to all company policies, procedures and business ethics codes.
Contributes to team effort by accomplishing related results as needed.

*Compensation is negotiable and commensurate with experience