❗️Please Read Fully❗️
Hello and Welcome
We are seeking professional and motivated individuals to join our tax team. At least one year of experience preparing tax returns is preferred but not required.
**YOU WILL BE RESPONSIBLE FOR GAINING YOUR OWN CLIENTS**
The name of our company is T.C. Williams Tax Services. We have extensive experience in both tax auditing and preparation. We are currently hiring both local and remote tax preparers for immediate hire. You will be responsible for preparing individual tax returns for taxpayers. You'll work for yourself as a partner under our company; however, you will be able to prepare your clients' taxes around your own schedule. You will also be able to work from home or meet clients in-office if you are local to our LA offices.
Requirements:
*One year of tax preparation experience preferred (not required)
- Must have a laptop in good condition and Wi-Fi.
- Must complete a virtual interview
- Must pass background check
- Utilize knowledge to analyze financial data and ensure compliance with tax laws and regulations
- Must pay a sign-up fee for training and software onboarding.
Responsibilities:
- You must be able to apply and obtain or renew your own PTIN (Preparer Tax Identification Number)
- Must also sign an independent contractor agreement and take company software and tax training.
Responsibilities:
- Market your services on a continuous basis as a tax preparer to consistently gain new clientele.
- Inform clients about the tax preparation process.
- Interview clients to obtain additional information on taxable income, deductible expenses, and allowances.
- Collect relevant financial records, including pay stubs and income statements.
- Inputting data from financial records into tax return software or databases
- Using applicable federal, state, and local tax law to determine deductions and how much each client will pay or earn on the return
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
- Utilize technical accounting knowledge to analyze financial data and ensure compliance with tax laws and regulations
- Perform calculations and utilize math skills to accurately determine tax liabilities and deductions
- Complete and file tax documents with appropriate agencies, like the IRS, state and local government entities
- Stay up-to-date on changes in tax laws and regulations to ensure accurate and compliant tax filings
- Explain federal and state tax laws to individuals and companies.
Experience:
- Previous experience in tax preparation or a related field is preferred
- Strong knowledge of financial concepts and the ability to analyze financial data
- Excellent customer service skills, with the ability to effectively communicate complex tax concepts to clients
- Typing skills for efficient data entry
- Sales experience is a plus, as there may be opportunities for financial sales
If you have a passion for numbers, enjoy working with people, and have a strong understanding of tax laws and financial concepts, we encourage you to apply for the position of tax preparer.
Join our team of professionals dedicated to providing accurate and reliable tax services to our clients.
Job Types: Full-time, Part-time, Seasonal, Temporary, Contract
Expected hours: 25 per week
Benefits:
- Flexible schedule
- Work from home
Work Location: Remote