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Tax Preparation Professional
2 months ago
The Planning Center, Inc. is a fee-only financial services firm dedicated to providing a secure 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 SummaryWe are seeking a highly skilled and detail-oriented Financial Planning Specialist 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.
- 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.
