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Tax Preparer - Jubilee Financial Inc

Company: Unleashed Academy
Location: Oakland
Posted on: June 6, 2021

Job Description:

Calling All Experienced Tax Preparers!!! If this is you, dont miss out...Read ON!)



Position Vision

Do you enjoy helping people in a practical way? Are you skilled within the Tax industry and familiar with Tax Codes?

You will have the opportunity to build lasting relationships and help people complete their 1040, Sch A, C, E and D.


Company VISION

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 industry

  • Ability to complete 1040, Sch A, C, E, D

  • Have attention to detail

  • Driven and personable

  • Business minded

  • 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 e-filing

  • Have the ability to create processes to ensure on time filing and deliverables

  • Communicate well and gather information from clients

  • Ability to conduct intake sheet for financial review and set follow-up appointment

  • Be willing to get advanced help with more complex files/troubleshoot



WHAT ARE THEY GOING TO GET
  • $40,000 Salary + Bonuses based on KPIs

  • $300 Stipend for Health Insurance

  • Flexible Schedule

  • Office Space

  • Ability to work offsite

Location: Oakland, CA

Hours: 30-40 hours per week; full-time.



Keywords: Unleashed Academy, Oakland , Tax Preparer - Jubilee Financial Inc, Other , Oakland, California

Click here to apply!

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