Tax Preparer- California
4 weeks ago
Tax Preparer- California
Ridgecrest, CA
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Position Title: Tax Preparer- California
Department: USST- Company Store
Status: Seasonal
Reports to: Office Supervisor
FLSA Status: Non-exempt.
This is to create a candidate pool in Ridgecrest, CA
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
* Manage office staffing (recruit & train), operations, customer relations, and logistics for offices
* Create associate work schedules and work with the DM to ensure accurate timekeeping as well as labor management
* Execute approved Marketing campaigns
* Conduct face-to-face interviews with clients
* Ensure client receives exceptional customer service
* Generate and transmit daily operational reports
* Fulfills ongoing tax training and testing requirements, as required
* Implements client-oriented product initiatives approved by corporate first-hand and via training associates
* Prepare complete and accurate tax returns
* Conduct timely performance reviews and partner with DM to resolve associate issues and address performance concerns
* Lead daily team meetings and communicate essential information to office associates
* 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
* Upon hire, must be able to obtain CTEC Certification through the State of California using the hiring parameters below
* If hired prior to December 16th, must obtain CTEC Certification prior to January 1st
* If hired after December 16th, must obtain CTEC Certification within 2 weeks of employment
* Semi-retired & bilingual candidates are strongly encouraged to apply
Physical Demands and Work Environment
Position requires working in an office atmosphere assisting clients.
Employee Acknowledgement
This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e. emergencies, changes in personnel, work load, or technological developments).
Liberty Tax Service is an equal opportunity employer
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