Seasonal Tax Professional

1 week ago


Moline, Illinois, United States The Planning Center, Inc. Full time
Financial Planning Expert

The Planning Center, Inc. is a fee-only financial services firm dedicated to providing a safe and supportive environment for clients to discuss their goals and aspirations. Our mission is to empower individuals to make informed decisions and achieve a better quality of life.

Job Summary

We are seeking a highly skilled and detail-oriented Financial Planning Expert to join our team on a seasonal basis. As a key member of our tax team, you will be responsible for preparing tax returns and collaborating with our experts to deliver exceptional client service.

Key Responsibilities
  • Prepare initial tax returns, primarily 1040 forms, with varying levels of complexity.
  • Collaborate with our tax team to ensure seamless client service.
Requirements
  • At least one year of tax preparation experience.
  • Bachelor's degree in accounting (or significant completion of tax curriculum).
  • Proficiency with technology for a paperless tax preparation environment.
  • Strong interpersonal skills and high professional integrity.
  • Attention to detail and ability to work independently.

We value work-life balance and offer flexible hours and schedules for our team members. If you are a motivated and detail-oriented individual with a passion for tax preparation, we encourage you to apply.



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