Seasonal Tax Professional at None

Job Description: The Seasonal Tax Professional at Greater Vision must exemplify and embody the core values of providing education and service with the spirit of excellence. The Tax Professional is responsible for educating clients on the process, assisting clients with maximizing their income tax returns, submitting tax forms on behalf of clients and ensuring they are in compliance with paying the appropriate amount owed to state and federal tax agencies. Duties include interviewing clients about their income and expenses, collecting supporting documentation, auditing account details and acting as a liaison between clients and the IRS.

This is a fully remote position ideal for motivated and results-driven individuals, with the flexibility to set your own schedule.

The Seasonal Tax Professional will be required to complete the orientation and training requirements and must have or obtain their PTIN number from IRS. Assistance will be provided with the process, and training may be held virtually.

Minimum Education, Skills, and Abilities:

• Previous bookkeeping experience preferred
• Data entry skills
• High attention to detail
• Ability to maintain confidentiality
• Strong sense of responsibility and ability to complete tasks with minimal supervision
• Proficient with Microsoft Word, Outlook, and Excel
• Ability to multitask, proactive and ability to meet deadlines
• Excellent written and verbal communication skills.        
• Able to proficiently speak, read, write, and comprehend English.
• Excellent organizational and time management skills.
• Ability to develop and maintain positive relationships with professional and personal contacts
• Positive attitude and ability to handle responsibilities with ease and a calm demeanor and flexibility.
• Self-starter
• Must meet all IRS and applicable state requirements for PTIN

Essential Functions:

• Informing clients or employers on the tax preparation process
• Collecting relevant financial records, including pay stubs and income statements
• Inputting data from financial records into tax return software or databases
• Using applicable federal, state, and local tax law to determine deductions and how much each client will pay or earn on the return
• Completing and filing tax documents with appropriate agencies, like the IRS, state and local government entities
• Acting as a representative for clients with applicable agencies as required
• Building customer relationships to promote and expand the business 
• Safeguarding confidential information
• Compliance with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; and advising clients on needed actions
• Contributes to team effort by striving to achieve personal and team goals.

The individual should be positive and upbeat when interacting with: Customers, business contacts and other office staff.

This role is ideal for someone who is:

• People-oriented -- enjoys interacting with people and helping them save money
• Results-driven -- able to follow up and follow through with tasks until desired results are achieved
• Digital-savvy – able to learn and successfully navigate new software and systems with adequate training

Physical Demands: The physical demands described here are representative of those that must be met by an individual to successfully perform the essential functions of this job.

• While performing the duties of this job, the individual is regularly required to communicate professionally in person, over the telephone, through email and other electronic means, move about the facility, visually or otherwise identify, observe and assess. The employee is occasionally required to lift up to 25 pounds unless otherwise specified in the job description. 
• Physical condition allows for completion of essential functions of the position.

Other Duties

The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any position. Employees may be directed to perform job-related tasks other than those specifically presented in this description. 

• This job description reflects management’s assignment of essential functions; and nothing in this job description restricts management’s rights to assign or reassign duties and responsibilities to this job at any time.