INTRO TO FRESHTAX:
At FreshTax, our mission is clear yet profound: to transform the way taxpayers navigate their tax challenges. We believe in the power of uplifting others, and that ethos drives everything we do.
Joining us means more than just becoming a part of a company; it means joining a movement. We are a team that thrives on celebrating achievements and making a real impact on people's lives. As the fastest-growing company in our industry, we are constantly seeking exceptional individuals to help us continue our transformative journey.
If you're ready to bring your unique talents and innovative spirit to a company where your contributions truly matter, FreshTax is the place to be. Join us and become part of a team that is reshaping the future of tax resolution. ABOUT THE ROLE: Tax Preparers play a crucial role in preparing income tax returns for individuals and businesses. They identify potential tax credits and liabilities, ensuring accurate and timely filing of returns in compliance with regulations. WHAT YOU'LL DO: Prepare current and past tax returns for individuals and small businesses. Gather necessary documentation and record relevant information. Maintain client files according to company procedures. Review financial records and ensure compliance with tax laws. Utilize technology and government resources for accurate information. Manage caseloads efficiently in a fast-paced environment. Identify deductions and credits to maximize tax savings for clients. Collaborate with Case Managers, Enrolled Agents, and Tax Attorneys. Maintain client confidentiality and resolve technical or service-related issues. Assist case managers in collecting information for tax returns. Package and mail tax returns to relevant authorities. WHAT YOU'LL NEED TO HAVE: 3 years of tax preparation experience. Active CTEC license and Certified Tax Preparer/PTIN holder. Proficiency in both business and individual tax returns. Background in business, finance, accounting, or tax preferred. Knowledge of tax laws, concepts, and IRS forms. Motivation to obtain additional tax credentials or certification. Strong research, problem-solving, and customer service skills. Comfortable working in a fast-paced environment with excellent communication skills. WHAT'S NICE TO HAVE: Current certified Enrolled Agent or licensed CPA. Bachelor's Degree in Accounting or Finance preferred. Bilingual proficiency is advantageous. We recognize that potential comes in various forms.
Even if you don't meet every requirement, we encourage you to apply as we consider all qualified candidates.
