Tax Advisor
Plaza Tax
Vista, CA US
Posted ago
Plaza Tax
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

$16 - $25 hourly
About Plaza Tax

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.

Acceptable file formats include .doc, .docx, .pdf, .txt.
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