MFI Works, Inc.
We’re hiring a skilled tax professional to help clients file taxes more efficiently. You’ll educate businesses and individual clients on tactics to optimize their tax payments and advise them on how to save more in the future. Applicants should be strong communicators who can simplify complex tax information and provide excellent customer service. If you pride yourself on a high level of accuracy in your work and love helping people, please apply today!
- Provide guidance for future taxes and help them make a plan for the upcoming year to save as much money as possible
- Honor client privacy by keeping confidential documents safe and organized
- Ensure taxes are filed on time by explaining the tax process to customers and informing them of all deadlines
- Set up meetings with clients to provide a consultation and a price quote
- Review each tax form to make sure everything is accurate and ensure tax compliance
- Experience handling both basic and advanced levels of tax service, and has in-depth knowledge of the tax code, state tax laws, and federal tax laws
- At least five years of experience in tax preparation
- Bachelor’s degree in accounting, finance, or related field required
- Can use standard tax software to make the filing process efficient
- Solid written and verbal communication skills
- Familiar with basic computer skills, including Microsoft Excel
About MFI Works, Inc.
Though MFI Works is located in San Diego, we work with clients and service providers around the world. What sets us apart from other financial services companies? We treat the whole patient in a caring bedside manner. We don't just provide tax, accounting, and lending services. Instead, we work to understand the wants and needs of each individual client and provide the necessary connections to help them realize those goals.
We help small business owners:
- Understand and get command of their business finances through our training program
- Optimize their business and personal tax situation
- Purchase real estate through careful planning and education
- Get connected to experts in related fields