Tax Preparer

About us

Joining Carter Tax and Financial Services as a Tax Preparer offers a unique and fulfilling career experience. Here's what sets us apart and what you can expect:

Approachable Expertise: At Carter Tax and Financial Services, we believe in simplicity and clarity. We avoid complex tax jargon, preferring straightforward, authoritative, and friendly advice. This approach not only makes our services more accessible to clients but also creates a learning environment that is easy to navigate for our employees.

Professional and Customer-Centric: Our team upholds a high level of professionalism. We prioritize our customers, ensuring they feel valued and understood. This customer-centric approach enriches your work experience, as you'll engage closely with clients, understanding their needs and providing tailored solutions.

Supportive and Rewarding: We believe in supporting our staff just as much as our clients. Whether it’s through professional development, recognizing achievements, or offering constructive feedback, we ensure our team feels valued and supported. This nurturing environment is ideal for those who seek continuous growth and recognition in their career.

Agile and Dynamic: The tax world is ever-changing, and so are we. Our agility allows us to adapt quickly, offering an exciting work environment for those who thrive in dynamic settings. You'll be at the forefront of industry changes, turning challenges into opportunities for professional growth.

Flexible and Balanced Work Environment: Understanding the importance of work-life balance, we offer:

-Work-from-Home Days: Enjoy the flexibility of working from home, allowing you to manage your personal and professional life more effectively.

-Growth Opportunities: We are committed to your career advancement. With us, you’ll have opportunities to expand your skills, take on new responsibilities, and grow both personally and professionally.

-Flexible Working Hours: Our flexible hours cater to different lifestyles and commitments, making it easier to balance work with personal obligations.

At Carter Tax and Financial Services, you’re not just joining a company; you’re joining a community dedicated to excellence, growth, and client satisfaction. If these values resonate with you, we look forward to having you on our team.

```Duties```
- Prepare and complete accurate tax returns for individuals and businesses

-Stay up-to-date with tax laws and regulations to ensure compliance
- Provide excellent customer service by addressing client inquiries and concerns
- Collaborate with clients to maximize tax deductions and credits
- Assist with tax planning strategies for clients
- Review and verify the accuracy of tax documents

```Skills```
- Strong knowledge of tax laws, regulations, and procedures
- Proficiency in using tax preparation software for tax preparation
- Strong attention to detail to ensure accurate completion of tax returns
- Exceptional customer service skills to effectively communicate with clients
- Sales skills to promote additional services or products to clients
- Strong math skills for calculating deductions, credits, and tax liabilities

Job Types: Part-time, Seasonal, Temporary, Contract

Pay: $25.00 - $100.00 per hour

Expected hours: 20 – 40 per week

Benefits:

• Flexible schedule
• Work from home

Compensation package:

• Bonus opportunities
• Commission pay

Experience level:

• 1 year

Weekly day range:

• Weekends as needed

Experience:

• Tax Preparation: 1 year (Required)

Language:

• English (Preferred)

License/Certification:

• PTIN (Required)

Work Location: Remote