Job Description :
Skills and Attributes for Success :
Assist in preparing Form 990, Form 990 EZ, Form 990 PF , Form 990-N, Form 990-T, Form 4720.
- Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation.
- Reconciliation of book to tax income.
- Working & Technical knowledge of forms 990.
- State and local taxes for form 990.
- Take incoming calls from clients to answer tax questions and set up tax preparation appointments.
- Ensure the confidentiality of each client by following all company procedures regarding information handling.
- Proactively attend to the needs of clients to inspire them to refer the services and come back the following year.
- Uncover potential deductions and credits.
- Advise against potential tax liabilities.
- Develop, motivate, and train staff level team members.
- Keep up to date on current tax practices and changes in tax laws.
- Provide timely, high quality client services that meets or exceeds client expectations.
Qualifications and Skills :
- Required MBA, EA, CPA.
- Excellent written and verbal communication skills.
- Seek opportunities for personal & professional development.
- A problem solver and a team player who loves to take initiative.
- Excellent customer service skills.
- Impeccable mathematics skills.
- Has a flexible and practical approach to work.
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