Job Description

$2,000 SIGN-ON BONUS TAX PREPARER

WOODLAND HILLS, CA OR ORANGE COUNTY, CA USA

Job description

We are a rapidly growing national tax resolution company focused on helping clients with their tax related issues including tax debt relief, tax return preparation, bookkeeping & more. We are in need of a strong Enrolled Agent Tax Preparer, adding to the strength of our Tax Prep team.

PRIMARY RESPONSIBILITIES

• Prepare federal and state individual and business income tax returns for current and past years using Intuit ProSeries tax software.

• Use IRS wage and income transcripts.

• Manage and complete tasks assigned by department manager.

• Call clients to request information.

• Follow up with clients for signed tax returns.

• Compile completed signed tax returns and prepare for mailing.

• Prepare personal, business, S-Corp, LLC’s, etc.

• Meet strict tax return preparation quotas and deadlines.

• Advise clients about the tax preparation process and answer their questions as-needed.

QUALIFICATIONS

• Registration with the IRS with a valid PTIN required.

• Enrolled Agent license required.

• Bachelor’s degree in Accounting or Finance or minimum 3 years of experience preparing tax returns at a CPA firm.

• Preparing C-Corp, Payroll, Trust & Partnership returns a plus.

• Strong & effective communication skills with a knack for clearly explaining the big picture to clients.

• Must work with a strong sense of urgency & accountability.

• Previous experience working with a CRM a plus (i.e., Logics, Salesforce, Dynamics, etc)

• Experience using tax software such as Pro Series, Drake, Lacerte required (Pro Series Preferred).

• Must be proficient in speaking, reading & writing English. 2nd language is a plus.

• Advanced level of phone skills (i.e., well spoken, active listener, empathetic, proper grammar & vocabulary)

BENEFITS

• 401(k)

• 401(k) Matching

• Dental Insurance

• Flexible Schedule

• Health Insurance

• Paid Time Off

• Vision Insurance

Job Type: Full-time

Company Description

WHO WE ARE: We are a rapidly growing national tax resolution company focused on helping clients with their tax related issues including tax debt relief, tax return preparation, bookkeeping & more. We take great pride in our team which consists of highly skilled tax preparers, enrolled agents, attorneys, CPAs & much more. Visit our website www.anthemtaxservices.com We are BBB accredited. We are very focused on conducting our work ethically & with high level of integrity. Continuous improvement is what we always strive for.