About the Role
We are looking for a quality individual to join our team in a seasonal position. Crystal Clear Tax is a small family owned Christian company. We provide tax, bookkeeping and payroll services. We believe our clients are the reason we are able to be in business and our staff is the backbone that supports us. We do our best to keep a laid-back atmosphere that is both professional and flexible. At Crystal Clear Tax we pride ourselves on building meaningful relationships with our clients and providing service of a quality above expectation. You will be working in a busy, fast paced environment. Confidentiality and ethics are of the utmost importance.
This is a part time, seasonal position. We are seeking an individual who would like to return each year. Training takes place in December and is minimal hours. The tax season schedule begins mid January and ends (generally) in April. Hours are Tuesday, Thursday, & Friday 5:30pm to 9:30pm. Hours are somewhat flexible and opportunities for additional hours available.
• Answering phones, returning voicemails, emails, and other client contacts, communicating with clients verbally and in writing.
• Managing the tax preparers' schedules, making, confirming, and moving appointments.
• Document Management including presenting documents for signature, filing, scanning, etc. Our office is paper free for many of these documents, so computer navigation skill is necessary.
• Verifying client identity and maintaining confidentiality.
• Providing support to tax pros and bookkeeper as needed.
• Processing payments and being responsible for cash drawer management.
• Using Microsoft Word, Publisher, Excel, Adobe, and other proprietary software.
Communication - kind and clear verbal and written communication
Strong Computer Skills - navigate computer file management, internet navigation and research, Microsoft Office suite, Google Drive, sheets, etc.
Quickbooks Online experience a plus for invoicing (but not required)
Must be 18 or older
High School Diploma or equivalent
About the Company
Crystal Clear Tax Solutions is a small family owned Christian company. We offer a supportive and flexible work environment focused on relationships. Our clients and staff are a part of the family.