Tax Professional We will Train

2 weeks ago

New York, NY, United States ROCKET TAX Full time
Job Description

Job Description

We are looking for a tax preparer to join our team You will be responsible for preparing and analyzing financial records for our clients , which is the every day American .

Responsibilities:

  • Prepare and examine accounting records, financial statements, taxes, and other financial reports
  • Develop and analyze reporting for business operations and budgets
  • Perform audits, ensuring adherence to standard requirements
  • Create new processes to improve financial efficiency
  • Report analysis and findings to management team ** Key Responsibilities**

• Conduct thorough, friendly in-person interviews with clients using our proprietary tax software

• Prepare and file individual tax returns accurately, ensuring compliance with all regulations

• Deliver exceptional client experiences by anticipating needs and communicating clearly

• Present and explain company products and services using effective selling techniques

• Identify upsell opportunities and educate clients on additional services that meet their needs

• Maintain confidentiality and handle sensitive financial information

• Resolve client questions and issues promptly, escalating when necessary

• Support marketing efforts and participate in call campaigns to grow the client base

• Monitor client flow and communicate staffing needs as necessary

• Perform daily audits to ensure accuracy, compliance, and proper documentation

​ ** Qualifications:**

  • Previous experience in accounting or other related fields
  • Fundamental knowledge of tax law
  • Experience with current computer accounting programs and reporting tools
  • Detail and deadline-oriented
  • Strong analytical and problem solving skills

Company Description

Busy tax office, never a dull moment, energetic fun place to grow and learn. We aim to create a culture where our staff feels supported, a place to learn and evolve, we work hard but we play hard as well. Looking forward to meeting our new team members.

Company Description

Busy tax office, never a dull moment, energetic fun place to grow and learn. We aim to create a culture where our staff feels supported, a place to learn and evolve, we work hard but we play hard as well. Looking forward to meeting our new team members.

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