Job Description

HAMILTON PORTER is a national recruiting agency that helps companies find and hire all-star talent for their teams. We are excited to announce that we partnered with 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 or Tax Preparer, adding to the strength of our Tax Prep team. Please read on for more details! Please note this is an 'in-office' position and a direct hire/salaried role with our client. 

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, CTEC or CPA certification are a PLUS
• Bachelor’s degree in Accounting or Finance or minimum 3 years of professional tax preparation experience
• 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)

COMPENSATION & PERKS

• Competitive Annual Base Salary (DOE)
• Discretionary Bonus Opportunities
• Comprehensive Benefits (Medical, Dental, Vision)
• Generous PTO plan
• 401k matching
• Lots of opportunities for career advancement and growth
• Company sponsored events and luncheons

We are looking to interview and hire ASAP! Please apply with your resume for consideration!