Now accepting new clients! Book a 15 Min no-obligation call with us to discuss if we are the right team for you
Front office manager & admin: 3+ years of office management, customer service experience . Ability & skills to manage incoming calls, staff schedules, customer relationships, emails and calendars.
Data Entry Associate: 3+ years experience of using computers, data & word processing software. Ability to learn new software workflow, enter data accurately & with high efficiency.
Tax Preparer I : 1-3 years of experience in individual income tax preparation. Ability to complete and file simple tax returns independently or minimal supervision
Tax Preparer II : 3+ years of experience in individual income tax preparation. Ability to complete and file medium complexity returns independently or minimal supervision
Sr Tax Advisor (Tax Preparer III): 7+ years of experience in individual and/or business income tax preparation. Ability to complete and file highly complex returns independently. Experience in supervising & guiding junior colleagues
Practice Lead/Partner: 10+ years of experience in individual and/or business income tax preparation of highly complex nature. Ability to advise customers on various tax optimizations, ability to bring in new customers on own reputation and via sales & marketing efforts, ability to mentor, manage & grow team members
All jobs require
Deep customer focus & empathy
Attention to detail & to numbers
Working proficiency in English
In-office work
Valid relevant license or certification e.g. CTEC , PTIN, EA, CPA
Proficiency in using computers, word processing software, email and internet and ability & desire to learn using new software
We offer
Work schedule flexibility (when agreed with manager)
Part time or full time schedules
Competitive pay
Professional work environment
Career growth with budget for work relevant online trainings