Tax Preparer

3 weeks ago

Santa Ana, United States Fresh Tax Solutions Remote Work Freelance Full time $20 - $30
INTRO TO FRESHTAX:
At FreshTax, our mission is clear yet profound: to transform the way taxpayers navigate their tax challenges. We believe in the power of uplifting others, and that ethos drives everything we do.

Joining us means more than just becoming a part of a company; it means joining a movement. We are a team that thrives on celebrating achievements and making a real impact on people's lives. As the fastest-growing company in our industry, we are constantly seeking exceptional individuals to help us continue our transformative journey.

If you're ready to bring your unique talents and innovative spirit to a company where your contributions truly matter, FreshTax is the place to be. Join us and become part of a team that is reshaping the future of tax resolution.

ABOUT THE ROLE:
  • Tax Preparers play a crucial role in preparing income tax returns for individuals and businesses.
  • They identify potential tax credits and liabilities, ensuring accurate and timely filing of returns in compliance with regulations.
WHAT YOU’LL DO:
  • Prepare current and past tax returns for individuals and small businesses.
  • Gather necessary documentation and record relevant information.
  • Maintain client files according to company procedures.
  • Review financial records and ensure compliance with tax laws.
  • Utilize technology and government resources for accurate information.
  • Manage caseloads efficiently in a fast-paced environment.
  • Identify deductions and credits to maximize tax savings for clients.
  • Collaborate with Case Managers, Enrolled Agents, and Tax Attorneys.
  • Maintain client confidentiality and resolve technical or service-related issues.
  • Assist case managers in collecting information for tax returns.
  • Package and mail tax returns to relevant authorities.
WHAT YOU’LL NEED TO HAVE:
  • 3 years of tax preparation experience.
  • Active CTEC license and Certified Tax Preparer/PTIN holder.
  • Proficiency in both business and individual tax returns.
  • Background in business, finance, accounting, or tax preferred.
  • Knowledge of tax laws, concepts, and IRS forms.
  • Motivation to obtain additional tax credentials or certification.
  • Strong research, problem-solving, and customer service skills.
  • Comfortable working in a fast-paced environment with excellent communication skills.
WHAT’S NICE TO HAVE:
  • Current certified Enrolled Agent or licensed CPA.
  • Bachelor’s Degree in Accounting or Finance preferred.
  • Bilingual proficiency is advantageous.
We recognize that potential comes in various forms.
Even if you don’t meet every requirement, we encourage you to apply as we consider all qualified candidates.

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