Collecting relevant financial records, including pay stubs and income statements

Inputting data from financial records into tax return software

Using applicable federal and state tax law to determine deductions 

Completing and filing tax documents with the appropriate agencies, IRS and State entities

Acting as a representative for clients with applicable agencies as required

Interviewing clients about their income and expenses

Excellent customer service skills, including patience and flexibility

Great organizational skills, time management 

Strong written and verbal communication skills 

Building customer relationships to promote and expand the business

Minimum 2+ seasons of paid tax experiences, Minimum 30+ tax returns prepared per season and active credentials such as CPA, EA, practicing attorney