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Tax Preparer

Lindi Tax Preparation

Tax Preparer

Palm Springs, CA +1 location
Full Time
Paid
  • Responsibilities

    Job Description

    LINDI TAX SERVICES is one of the industry's go to tax preparation providers. We have been focused on client service for over 20 years. When you join our team, you'll find that we're here to live our purpose - to provide help and inspire confidence in our clients and communities. This is a part time position until tax season.

    We prefer candidates with 5+ years of tax preparation experience including background in accounting, bookkeeping and payroll. DAY TO DAY, YOU'LL...

    • Conduct tax interviews with clients
    • Increase retention of all clients
    • Offer additional products and services (Bookkeeping and Payroll)
    • Generate business growth by supporting business-to-business sales activities (Commission and Bonus pay are available)
    • Provide IRS audit support & attend audits as needed
    • Further develop tax expertise by attending company-paid training
    • Mentor and support teammates

    WHAT YOU'LL BRING TO THE TEAM

    • High School Diploma or equivalent
    • Experience completing individual returns
    • Tax planning and audit support
    • Ability to effectively communicate in person and in writing
    • Successful completion of all IRS and State licensing requirements including Enrolled Agent Certification, CTEC,
    • Knowledge and experience with a Windows-based tax software (Drake Tax Preparation).

    BILINGUAL CANDIDATES STRONGLY ENCOURAGED TO APPLY!

  • Locations
    Palm Springs, CA • San Francisco, CA