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Tax Advisor

Company: Plaza Tax
Location: Vista
Posted on: January 13, 2022

Job Description:

We are in need of an experienced tax professional to streamline our clients' tax preparations. You'll advise clients on tax optimization strategies and help them make smart financial decisions to maximize their long-term savings. Jobseekers should have great listening and customer service skills and the ability to convey complex tax information in an approachable way. If you're a detail-oriented professional who enjoys helping people, we have a spot for you. Apply today!


Tell clients about the tax process and what the deadlines are to make sure everything gets turned in on time
Use all eligible tax benefits for the client
Analyze each client's financial records, including their income statements and previous tax returns to calculate the amount of taxable income each client possesses
Schedule consultations to go over tax strategy with clients and provide a price estimate
Handle tax filings in an organized, secure manner to ensure each client's privacy is protected


Excellent communication skills, both written and verbal
Has a valid PTIN from the Internal Revenue Service
Experience using standard tax software to file returns
Basic computer skills and capacity for using Microsoft Excel at an advanced level
--- Valid CTEC registration preferred

About Company:
We are fast pace company that operates an HR Block franchise. We have the advantages of a big company without the corporate pressure. We appreciate and reward talent and creativity.

Our company prepares an average of 3500 tax returns per year and we do it having fun and with a smile on our face.

Keywords: Plaza Tax, Vista , Tax Advisor, Accounting, Auditing , Vista, California

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