Tax Preparer - Jubilee Financial Inc
Company: Unleashed Academy
Posted on: June 6, 2021
Calling All Experienced Tax Preparers!!! If this is you,
dont miss out...Read ON!)
Do you enjoy helping people in a practical way? Are you
skilled within the Tax industry and familiar with Tax
You will have the opportunity to build lasting relationships
and help people complete their 1040, Sch A, C, E and D.
We help individuals, families and business owners who are
struggling to establish and achieve their financial goals, to being
able to successfully concentrate on building, protecting and
preserving their wealth through a combination of our education of
financial concepts, personal financial checkup and strategic tax
planning processes where we gain an understanding of your unique
needs and uncover opportunities for significant tax savings and
increased cash flow.
THIS IS FOR YOU IF
Seasoned at least three years within the Tax
Ability to complete 1040, Sch A, C, E, D
Have attention to detail
Driven and personable
Desire to grow their skill sets
WHAT ARE THEY GOING TO DO
The Tax Preparer will communicate well with our clients and
build lasting relationships. They will be gathering information
from the client to get the best outcomes for them. They will also
be responsible for attracting new business as well as collecting
referrals from current clients.
WHAT DO THEY NEED TO HAVE
Accurate/high competence of 1040, Sch A, C, E, D and
Have the ability to create processes to ensure on time
filing and deliverables
Communicate well and gather information from
Ability to conduct intake sheet for financial review and set
Be willing to get advanced help with more complex
WHAT ARE THEY GOING TO GET
Location: Oakland, CA
Hours: 30-40 hours per week; full-time.
Keywords: Unleashed Academy, Oakland , Tax Preparer - Jubilee Financial Inc, Other , Oakland, California
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