Job Information
Confidential Tax Preparer in SPOKANE, Washington
About you... You are passionate about people in your community making confident, informed decisions about their lives, careers, and money through the lens of taxes. You are someone who thrives on building client relationships and recognizes the importance of client trust in tax preparation. You have a strong attention to detail that flourishes in an environment that centers upon detail-oriented tasks.
About the position... Joining Weathers & Associates as a Tax Professional means you will serve clients with diverse tax needs and tax problems. You will work under the leadership of an Enrolled Agent whose passion is providing audit representation---an arena where approximately 96 percent of licensed EA's choose not to practice exclusively ---whose goal is to solve tax problems for those in her community and to ensure that jobs and businesses are preserved and flourish. This is a team-based, problem-focused practice that encourages individual thought, problem-solving, and open communication. As a Tax Professional in a growing tax practice, you will be integral to our continued success as a subject matter expert for our clients, both current and future. We are searching for a candidate who understands this is a position through which a personal investment will result in professional growth and potential of a key leadership role.
Day to day you will...
- Preparation of U.S. tax returns for individuals, entities and trusts following sound and substantive theory
- Leverage strong organizational skills for office workflow which aligns with the Tax Professional role
- Answer phones and conduct video conferences with professionalism, providing introduction and direction when necessary
- Develop a working knowledge of all office CRM, tax, and workflow software
- Electronically track and save returns according to Firm guidelines
- Marketing of resolution services through personal networking and/or attending (pre-approved) events on behalf of WAC (Weathers & Associates Consulting)
- Additional duties as required
What you bring to our team...
- Practical knowledge, application, and expertise in U.S. Internal Revenue Code
- Is highly proficient in Microsoft Office (Word, Excel, and Outlook) with strong written and verbal communication skills that is paramount to delivering relatable client service in complex situations
- Experience with payroll or bookkeeping is preferred but is not a requirement
- Adherence to the company's core value statement (4.00 WAC Employee Manual):
We are a tax debt settlement practice which CARES. Serving our community with distinction, in resolution, representation and preparation; building fiscal health now and in the future for all clients - (C) Collaborative (A) Accountable (R) Resolved (E) Ethical (S) Solutions
- Collaborate for team development within WAC -- recognizing potential in each other not limited to the specific roles/tasks regularly assigned
- Expectation of skills growth and continued professional education annually