• Full Time
  • Salinas, CA
  • Industry Sector : Finance, Insurance, & Real Estate (FIRE)
  • Finance, Insurance, & Real Estate (FIRE)

Website Liberty Tax

Tax preparation

Position Purpose

The Tax Preparer conducts an in-depth interview with the client to obtain all the required information and material to complete the tax return.

 

Position Responsibilities/Duties/Functions/Tasks

Establish rapport with clients to build working relationships and increase retention
Provide exceptional customer service
Prepare complete and accurate tax returns
Fulfills ongoing training and testing requirements, as required
Implements client-oriented product initiatives approved by corporate
Ensures office is clean, organized, and in compliance
Other duties as assigned
Position Qualifications

Must have PTIN or eligible to receive
Excellent interpersonal and customer service skills
Ability to communicate in a professional manner
Computer proficient and a familiarity with Microsoft Office
Qualified applicants must be self-starters and computer literate
Flexibility to work nights and weekends, as needed
Attention to detail
Sales experience is a plus
3 years previous tax preparation experience/Enrolled Agent (EA)/Certified Public Accountant (CPA), preferred
Semi-retired & bilingual candidates are strongly encouraged to apply!
Physical Demands and Work Environment

Position requires working in an office atmosphere assisting clients.

*If interested in this position please email Salinas@libertytax.com

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