Job Description
At Alvarez Tax Service LLC, our passion is assisting in the growth and development of our client’s financial future and ensuring their families' well-being. We are currently looking for a full-time, bilingual (English & Spanish) tax preparer for the upcoming tax season. Candidates must have 2 or more years of experience in preparing individual tax returns. A successful candidate should be a self-starter with the ability to work independently, have excellent verbal & written communication skills, be well organized, be able to prioritize and manage time to meet deadlines, and have a detail-oriented skillset.
Responsibilities:
- Prepare individual income tax returns including Schedules C & E
- Communicating with clients by phone and email to collect tax information
- Following up with clients regarding missing paperwork
- Documenting notes in CRM system for each client
- Tracking clients in CRM system
- Respond to IRS & FTB correspondence
- Provide tax return review and advisory services to optimize customer value
- Recognize, anticipate, and resolve client tax issues and make recommendations
- Stay current with changes in tax laws and regulations
- Work with Tax Manager to resolve client concerns and issues
Qualifications:
- Bilingual in English and Spanish
- Friendly Telephone and Verbal Communication Skills with Clients and Colleagues
- 2+ years of individual tax return preparation with experience in preparing Schedules C & E
- Proficient Microsoft Office Skills
- Knowledge of UltraTax software (preferred)
- CTEC licensed (required)
- Client-Focused
- Excellent Organizational Skills
- Works Effectively Under Pressure
- Excels in Time Management and Communication
- Professional experience working with confidential information