We are a family owned tax office. We have 5 locations in the Dayton area. We love growing our team with kind folks who are looking for a fun and pleasant place to work, if this is you then please apply!
MINIMUM QUALIFICATIONS include three years or more of experience in the preparation of individual tax returns, including federal, state, school district, and city income tax returns. You must be comfortable interviewing your client and completing the tax return while the client is sitting at your desk. You must have a valid PTIN issued by the IRS The IDEAL candidate will also have one or more of the following qualifications: - Experience in the preparation of Schedule C, Schedule D, and Schedule E
Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns.
Minimum of 2 seasons of personal Tax Preparation experience, with a minimum of 30 tax returns per tax year in a tax practice or retail setting for compensation, strongly preferred
Bookkeeping experience with books to tax preparation is strongly preferred.
Experience preparing Business Tax returns for service industry customers strongly preferred.
Working knowledge of Circular 230.
Proficient with technology; solid knowledge of computer operations and software.
Strong customer service skills - ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
Excellent verbal and written communication skills
Critical thinking, problem solving, research skills, and determination.
Ability to work in a fast-paced environment with minimal supervision.
Supervises Tax Team and supports team
Communicates with the owner on the status of recruiting, interviewing and hiring of seasonal employees for assigned locations when applicable
Maximize customer service and increase sales
Performs administrative functions
Develops, reviews, approves, and monitors office work schedules and hours worked
Monitors associate performance to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems
Reviews productivity reports, discount reports, AAG, and other various reports and takes appropriate action where necessary
Maintains a comprehensible filing system for filing, acknowledged, rejected and complete tax returns
Prints client checks each morning and ensures timely distribution of refund checks
Follows up with all void/hold tax return clients to persuade them to return to the office and file their tax return
Skills you'll bring for success:
High School Degree or equivalent related business experience
Course of study in management or in tax preparation and/or accounting preferred
Previous tax preparation experience and possess a PTIN (Preparer Tax Identification Number)
One year of previous management or supervisory experience desired
Proficiency with a variety of computer software applications such as electronic mail, internet browser, Word, Excel, and accounting or tax preparation software
