National Tax Consulting company is seeking a Field Accountant in the Porterville, CA office. The ideal candidate will be an enrolled tax agent, who is also either a CPA or a CPA candidate
What you'll do...
- Conduct tax interviews and research tax questions for the purpose of preparing complete and accurate tax returns. Review completed tax forms for accuracy and compliance with the District Manager’s instructions. Refer more complex returns to a more experienced Tax Professional in accordance with the District General Manager’s instructions.
- Prepare highly complex tax returns and contact client to gather all necessary information in order to complete an accurate tax return.
- Provide necessary tax information to clients as it relates to tax preparation and resolve client concerns in accordance with the District General Manager’s instructions.
- Finalize all highly complex tax returns so client can either request electronic filing or make arrangements to pick up completed return at the tax office.
- Introduce and offer to clients other financial products and services with the goal of helping clients achieve their financial objectives.
- Communicate the fee for products and services in accordance with established company schedule of charges. Collect necessary fees and submit fees and related documentation in accordance with the District General Manager’s instructions.
- Provide any additional research or follow-up necessary to change or update returns and contact client of the required changes.
- May perform duties of other office support positions. As necessary, assist in opening the office and participate in the end of day processes related to accounting, office appearance, and office closing.
- Assist clients through IRS audits to prepare them for representation.
What you'll bring to the role...
- Bachelor’s degree in accounting, finance, or related field
- At least one year of prior experience completing complex personal and business tax returns
- Previous experience in a customer service environment
- Knowledge of a Windows-based computer system is helpful
- CPA or CPA candidate preferred, but not required
- This is not a remote position
- Relocation for the right candidate might be available
Company offers competitive salary, bonus and full benefits